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Part 12: Portfolio Risk - Student Worksheet

Chapters 85-92 | Sizing, rebalance | Name: ______________ Date: __________

A. Key Formulas (from memory)

  1. Formula 1:
  2. Formula 2:
  3. Formula 3:

B. Real Company (NSE-listed)

FieldAnswer
Company & sector
Revenue (Rs Cr)
PAT (Rs Cr)
Ratio 1
Ratio 2
5Y trend

C. Calculations

C1. Full working:

C2. vs Peer:

C3. If metric -20%, thesis survives?

D. Decision

Thesis (3 lines):

Verdict: [ ] Buy [ ] Hold [ ] Avoid [ ] Watchlist

Red flags:

Invalidation trigger:

E. Conceptual

  1. Top lesson from Part 12:
  2. Common mistake:
  3. CFA exam trap:

Answer Key - Part 12

B: Use consolidated annual report. Verify on Screener.in.

C: Show formula + units. Compare peer in table format.

D: Thesis = quality + valuation + catalyst. Invalidation must be measurable.

E: Traps: wrong period, one-time PAT items, PE for banks without ROA/GNPA.

Review chapters 85-92 and 00-practice-lab.md for more.

Educational only - not investment advice.