Speculative Sheets Overview:
We plan to offer free excel analysis sheets to help you on your quest of allocating funds for alternative investing. The provided sheets are a tool that could help determine capital allocation for future investments. Speculate Today thinks they might be helpful resource for our readers.
The plan will be to continue to provide additional free excel spreadsheets over time. Please keep in mind that the sheets are for reference purposes only and Speculate Today is not providing guidance on how you should allocate your capital. You should consult with a Financial Advisor on true guidance to allocate your capital.
Hope you enjoy the free Speculative Excel Sheets. Feel free to contact us if you would like to see a particular sheet added to the website.
Return on Investment Worksheet to Calculate Yearly IRR%
Hope this sheet helps you evaluate what ROI you would need to receive from an investment over an identified time frame to achieve the Rate of Return (IRR%) you are targeting during a specific period.
We find it helpful to target a yearly rate of return and to evaluate all alternative options on your ability to generate that targeted rate of return.
Kelly Method Allocation of Capital
When evaluating potential investment allocation percentages or taking on a specific wager size for a sports game the Kelly Method is a great calculation to help for investment or wager sizing. The Kelly Method (or Kelly criterion, Kelly strategy or Kelly bet) was described by J. L. Kelly Jr, a researcher at Bell Labs, in 1956.
The use of the formula has been demonstrated for gambling, stock market allocation and other investment management strategies. Back in the 2000’s, the Kelly Method analysis when mainstream due to successful money managers using it to help with investment allocations. The claims were that even Warren Buffett and Bill Gross used the Kelly Method for portfolio allocation. Dr. Bob also uses the Kelly Method for his sports gambling wager bet sizing.