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WEEK 2-DATA ANALYSIS AND POWER BI
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Basic of data analysis:Data analysis is the process
of gathering, cleaning, exploring, and interpreting
data to extract insights and make informed
decisions. It involves statistical techniques,
visualization, and domain knowledge, ultimately
aiding problem-solving and informed choices.
Portfolio analysis [Data]
Portfolio analysis assesses the performance and
risk of a collection of investments. Key factors
include diversification, asset allocation, risk-return
trade-offs, and monitoring to optimize returns while
managing risk in a balanced investment portfolio.
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What methods and techniques you applied while
analyzing the data:
Data analysis methods include descriptive and
inferential statistics, regression analysis, machine
learning, data visualization, cleaning, and
preprocessing. These techniques aid in
understanding, extracting insights, making
predictions, and solving problems based on data,
using various statistical and computational
approaches.
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OVERALL PORTFOLIO:
OVERALL PORTFOLIO
STOCK
COMPANY PRICE TOTAL AVERAGE TOTAL
SECTOR NAME [CURRENT] INVESTMENT RETURN PORTFOLIO PROFIT/LOSS
DABUR 538 2500 11.00% 2775 275
DABUR 496 2500 7.33% 2683.33 183.33
FMCG DABUR 382 3500 9.00% 3815 315
DABUR 1500 5500 6.33% 5848.33 348.33
DABUR 238 6000 6.33% 6380 380
IT DABUR 1020 10000 6.00% 10600 600
DABUR 650 10000 10.33% 11033.33 1033.33
DABUR 358 5000 12.00% 5600 600
BANKING DABUR 450 5000 0.67 5033.33 33.33
7.67 53833. 3833.3
TOTAL 50000 % 33 3
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TECHNICAL ANALYSIS:
TECHNICAL ANALYSIS FACTORS
1M 6M 1Y
COMPAN Retu Ret Retu PERFORMAN FORU BROK
SECTOR Y NAME rn urn rn CE VALUATION ENTRY POINT M% ER %
Seems to be The stock is
Price return has overvalued vs overpriced but is
8.00 20.00 been average, the market not in the
DABUR 5.00% % % nothing exciting average overbought zone 33.00% 80.00%
Seems to be The stock is
Price return has overvalued vs overpriced but is
5.00 11.00 been average, the market not in the
MARICO 6.00% % % nothing exciting average overbought zone 55.00% 75.00%
Seems to be The stock is
Price return has overvalued vs overpriced but is
4.00 19.00 been average, the market not in the
FMCG ITC 4.00% % % nothing exciting average overbought zone 95.00% 100.00%
Seems to be The stock is
- Price return has overvalued vs overpriced but is
2.00 20.00 been average, the market not in the
TCS 1.00% % % nothing exciting average overbought zone 33.00% 80.00%
Seems to be The stock is
Price return has overvalued vs overpriced but is
- 7.00 17.00 been average, the market not in the
WIPRO 5.00% % % nothing exciting average overbought zone 33.00% 80.00%
Seems to be The stock is
Price return has overvalued vs overpriced but is
- 6.00 14.00 been average, the market not in the
IT INFOSYS 2.00% % % nothing exciting average overbought zone 33.00% 80.00%
Seems to be The stock is
Price return has overvalued vs overpriced but is
BANKIN 9.00 18.00 been average, the market not in the
G SBI 4.00% % % nothing exciting average overbought zone 33.00% 80.00%
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Seems to be The stock is
Price return has overvalued vs overpriced but is
10.00 11.00 15.00 been average, the market not in the
FEDERAL % % % nothing exciting average overbought zone 33.00% 80.00%
Seems to be The stock is
- Price return has overvalued vs overpriced but is
- 1.00 11.00 been average, the market not in the
HDFC 8.00% % % nothing exciting average overbought zone 33.00% 80.00%
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FUNDAMENTAL FACTORS:
FUNDAMENTAL FACTORS
YOY
YOY GROWT
MARKET GROWTH H COMPETITO
COMPANY CAP(IN PROFIT/ PROFIT REVENUE PROFIT R GROWTH
SECTOR NAME CR) REVENUE LOSS % % % AVG %
DABUR 95330 10880 1,742 16.01% 10.91% 3.71% 5.00%
MARICO 85410 8520 1,850 21.71% -3.17% 9.00% 6.00%
FMCG ITC 52145 5965 1,500 25.15% -7.17% 21.00% 9.00%
TCS 120121 50650 8,521 16.82% 12.54% 13.00% 5.20%
WIPRO 112031 34890 7,451 21.36% 6.05% 1.00% 11.00%
IT INFOSYS 85954 43758 8,546 19.53% 10.05% 11.00% 1.20%
SBI 212500 102000 25,142 24.65% 32.14% 65.00% 5.30%
FEDERAL 80506 34670 4,500 12.98% 39.20% 52.00% 8.00%
BANKING HDFC 195870 45590 1,995 4.38% 37.28% 23.00% 2.30%
MY PORTFOLIO ANALYSIS:
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MY PORTFOLIO ANALYSIS
TOP
TOTAL SECTORAL AMOU RETURN PERFORMING
INVESTMENT 500 INVESTMENT NT % STOCK
AVERAGE
TOTAL PERFORMING
PORTFOLIO 500 FMCG STOCK
LOW
PERFORMING
ROI% 12 IT STOCK
PROFIT/LOSS 60 BANKING
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POWER BI REPORT:
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CONCLUSION:
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