Modeling Monday

Are you interested in receiving a new model in your inbox each Monday?

Join our mailing list and each Monday you will receive an email containing a link to a new model. Some will be short, and some will be much longer. Each model will illustrate a topic found in investments, corporate finance, or business.

Here are the models:

“Analyzing the Relationship Between Outstanding Margin Debt and the Stock Market” – Many investors believe new highs in margin debt precede a decline in the stock market. In this tutorial, we will analyze the relationship between the level of outstanding margin debt and the stock market. In this tutorial, we will examine the relationship between margin and stock prices.

“Scheduling Employees Based on Sales Flow” – In this tutorial, I use the example of a store’s need to schedule its employees to best serve its customers. I used the historical hourly sales figures to help make the schedule.

“Should I invest in a Roth or Traditional retirement plan?” – In this tutorial, we examine the difference between investing in a pre-tax (traditional) and post-tax (Roth) retirement account. We will use tax brackets from www.irs.com and analyze different tax rates before and after retirement.

“Should I invest in a rental property” – In this tutorial, I show you how to build a basic model to calculate the  cash flow from a residential rental property. This model uses basic formulas like addition, subtraction, multiplication, and also the payment formula (PMT). Together, we will find a subject property, build a model with conservative assumptions, enter the details for the subject property, and compare different financing options.

“Sell in May and go away” – Examines the old saying that investors should sell their stocks in May. Together, we build a model to calculate the monthly rate of return for the last 30 years to examining the validity of the saying. I hope you enjoy!

If you like these tutorials, please share!