Questions tagged [portfolio]

Questions relating to the collection of an individual's investments, looked at at a whole.

Filter by
Sorted by
Tagged with
1
vote
0answers
36 views

How to transfer funds internationally from German bank account portfolio to Japanese bank account B portfolio

I moved to Japan a year ago. Now my German bank closes my funds portfolio to the end of the year. How do I transfer my funds (stocks) to a Japanese portfolio with minimal risk and loss? I'm asking as ...
0
votes
2answers
56 views

tracking a portfolio's annualized return

I’ve created a spreadsheet that analyzes the total return of my portfolio in various ways. Among the metrics: A graph that tracks the annualized rate of return. For example a year ago the portfolio ...
1
vote
1answer
57 views

Clarification about the definition of 'defensive portfolio' in the book 'The Intelligent Investor'

The book 'The Intelligent Investor' defines 'defensive portfolio' as one that holds, at least, 50% of bonds and 50% of stocks, being it more defensive as the proportion of bonds increases. However, (...
0
votes
0answers
37 views

Master thesis : Comparison of green bonds certifications

I am currently thinking about the master thesis I'll need to write in order to obtain my degree. One interesting subject could be the certification of green bonds. Indeed, In order to guarantee ...
1
vote
2answers
68 views

Online portfolio return calculator [closed]

Is there a online calculator where I can punch in ETFs that I want in my portfolio and it shows the return over time? I want to add GLD, VOO, VGT to see what my return would have been and then ...
1
vote
2answers
169 views

Building an All Weather portfolio

Starting an All Weather portfolio today seems hard since bonds are so low and stock multiples are very high. Do you simply just start by buying the parts that are cheap currently, like emerging ...
1
vote
1answer
54 views

Single period immunization, rebalancing

While reading about Bond portfolio management I came across maturity matching and single period immunization. Which If I understand correctly is if the holding period of a bond is its maturity then ...
1
vote
3answers
208 views

Why long-term bonds, not short-term? Stock market conditions are weak, interest rates decrease, real estate conditions are unfavourable

Gill, Madura. Personal Finance, 4th Canadian Edition 2019. p 323. Your current investment portfolio is equally diversified across stocks, bonds, and real estate. You have decided to ...
2
votes
1answer
63 views

How would I have a portfolio with a security of a weight greater than 1?

I recently started learning about finance and we talked about Markowitz Portfolio Theory. I understand that a portfolio consists of different assets, each of them with a certain weight. So, for ...
1
vote
1answer
76 views

How can I find ETFs whose portfolio intersects as much as possible with another ETF? [closed]

I want to find alternatives to an ETF. How can I find ETFs whose portfolio intersects as much as possible with this ETF?
41
votes
3answers
12k views

Why not invest in precious metals? [closed]

I have been considering a mix of precious metals in my portfolio; mostly gold, but also some silver, platinum, and palladium. I'd like to hear some arguments why this would be a bad idea given ...
2
votes
1answer
59 views

How can I view a portfolio's historical performance? [closed]

I have a premium Morningstar subscription. It provides a wealth of information and is mostly enough for my information needs. I'm able to create portfolios and watchlists, and watch their performance ...
-1
votes
1answer
56 views

Can we get the portfolio size approximation from P&L [closed]

Im wondering if we can get the portfolio size approximation, if we have the volatility and -/+ pnl of the portfolio ? Is there a method or a formula ? Thank you
0
votes
1answer
45 views

How are percentage of investments decided in index fund like VTSAX?

I see that Portfolio composition - has about 20% technology, 19% financials etc - and there is similar composition for companies. This is a general question for index funds - specific example for ...
-1
votes
1answer
171 views

Building an index tracking portfolio

I want to track an index for my savings, but I wasn't able to find in my country (Argentina, if it matters) an Index Fund that's cheap, has a low tracking error and that I can expect won't be ...
1
vote
1answer
41 views

How to calculate return on capital for calendar year?

For an options portfolio, I'd like to calculate return on capital from Jan to Dec. These are monthly options that are held for a few days to months. There's a couple of problems with trying to ...
1
vote
2answers
131 views

Risk management strategies for ETF portfolio

I have an ETF portfolio (MSCI World, Euro Stoxx 600) and I'm following a "buy and hold" strategy. But I would also like to learn more about risk management strategies. More precisely, I'd like to ...
0
votes
1answer
63 views

Which portfolio model will you suggest to a private investor for investing pension asset? [closed]

I am a private investor and I wish to invest my (some of) pension myself in stocks, ETFs and bonds. I want to implement at model myself. Which quantitive portfolio optimization model will you suggest ...
4
votes
3answers
138 views

Are buying puts valid portfolio protection?

Any article you read on buying puts for downside protection always walks through the optimal outcome. It goes like this: You buy cheap puts, the market declines before your puts expire and you have a ...
1
vote
2answers
68 views

Math for Portfolio Value Net of Fees

I'm looking to do a pretty basic Finance 101-type calculation to compare final portfolio values given varying fees. Let's say I start with a $50,000 portfolio. It's invested in a fund that returns 7%...
1
vote
1answer
149 views

Portfolio questions

I am constructing a portfolio and considering a number of different security classes: Stocks, commodities, ETFs, currencies and bonds. In order to decide which securities to include in my Portfolio ...
0
votes
1answer
84 views

CAT & ILS Bonds/funds [closed]

I'm constructing an portfolio with the objective to diversify as much as possible. I would like to include securities that are uncorrelated with the financial markets. The last few days I've been ...
1
vote
0answers
33 views

How to calculate the expected standard deviation of a weighted composite portfolio?

So my questions asks me to determine the expected standard deviation for a weighted composite portfolio, but I have no idea what equation to begin with. I have answered A, but B I am lost. Here is ...
8
votes
3answers
343 views

Is there anything wrong with having a portfolio consisting of a single fund?

Aside from cash reserves, the entire portfolio is in a Vanguard mutual fund that has a good split between domestic stocks and bonds. The split is at the target ratio the investor is looking for. Is ...
26
votes
8answers
5k views

Fee-only financial advice vs. asset management (which includes advice)?

My wife and I are looking for a financial advisor. I am 52 and she is 48. We have a million plus in assets, with most of that in 401k... about 500,000 in a brokerage account. We have found a ...
2
votes
2answers
330 views

TRUE OR FALSE: As the number of assets in a portfolio increases,the variance tends towards the average s.d of the assets

TRUE OR FALSE: As the number of assets in a portfolio increases, the variance of the portfolio returns will tend towards the average standard deviation of the assets of the portfolio. And why? I said ...
1
vote
1answer
1k views

How to construct a stock portfolio using the Kelly criterion?

Descriptions of the Kelly criterion are usually illustrated by examples about making optimal bets. But what would the guidelines be regarding using it to put together an optimal stock portfolio? For ...
1
vote
1answer
97 views

Can I calculate an average annualised return from investments held for different lengths of time?

My question is: given a number of investments of differing amounts, held for different lengths of time, how would I calculate an approximate average annualised growth for the entire portfolio over its ...
1
vote
2answers
245 views

Compare my variable portfolio performance with S&P 500?

The question may appear simple at first but I really cannot come up with a quick and easy way to compare my performance as a trader Vs S&P500. For the sake of simplicity, I am analyzing my ...
2
votes
2answers
38 views

Standard metric describing % gain/loss normalized by the time of owning the security + Interactive Brokers implementation

If you sell the stock with 5% gain over 1 day it's not the same as if you sell it with 5% gain over a year. Is there a standard metric / coefficient that normalizes that and how to do it in ...
3
votes
1answer
134 views

How can I calculate the annualised growth rate for an irregular investment?

I have a portfolio, which I invest in monthly. Depending on my circumstances, the monthly amount changes from time to time (perhaps every two years or so). I want to calculate the annualised growth ...
2
votes
1answer
129 views

Portfolio insurance

I am thinking about betting the house, rather than the car, and will essentially pour all my entire net worth into the market. I am trying to find a way to protect myself against a major crash. I am ...
2
votes
1answer
53 views

What is the difference between LIQUIDATED fund and ACQUIRED fund

There are some funds that show up as "liquidated" when googled, which implies that it closed due to a bad performance. Some funds that show up as "acquired by XYZ (ticker of another stock that's being ...
2
votes
4answers
151 views

Is adjusting my portfolio's distribution according to bad signals from news risky?

I'm distributing my investment to stock(mostly MSCI ACWI) and bond funds, Basically 60:40. I also rebalance monthly as I got paid monthly. I recently worried about the global and local(South Korea) ...
-1
votes
1answer
64 views

What are portfolio weights of a portfolio that costs nothing? [closed]

Say I go out and invest 5 dollars in Microsoft, and I do so by shorting some amount of IBM stocks such that I exactly finance my Microsoft investment. This portfolio has zero cost. So ... what are ...
2
votes
0answers
140 views

Reduce risk of the unexpected on a long-term portfolio

I've been thinking recently what can I do to reduce risk on my long-term buy-and-hold portfolio. When I say "risk", I'm talking about rare, unexpected but highly destructive events (think Taleb's ...
1
vote
2answers
152 views

How far should I go in trying to diversify my portfolio?

I have determined the following ratio for the Equity portion of my investments: 30%: Intl Equity 40%: US large cap 30%: US small and mid cap Now, I have some funds invested in a S&P 500 Index ...
1
vote
3answers
145 views

What is the word for the sum of percentage gains from different investments? [closed]

Let's say I have $20. And I invested into two different stocks with $10 amount to each. From first investment I gained 10% profit and from second 30%. After that, I have $24. My actual profit here is ...
29
votes
16answers
10k views

Why should a person approaching retirement age make their portfolio less risky?

It seems to be common knowledge that a younger person should invest their retirement funds in growth stocks since they can ride out any market swings. It is also common knowledge that as a person ...
3
votes
2answers
137 views

Tracking health of a stock portfolio

Most brokerage accounts highlight the current return on your investment (average cost-basis of your portfolio is X, now market value is Y, so your return is Z%). But I don't find this single metric ...
7
votes
1answer
98 views

Is it clever to balance a portfolio across different account types?

I thought about how to balance my portfolio between low-risk and high-risk investments and at the same time between IRA, IRA Roth, and normal investment accounts. (This question is not about how to ...
5
votes
3answers
569 views

Is it a bad idea to frequently change my stock/bond mix in response to the market?

I'm currently investing in a couple of Betterment retirement accounts, and if you have used Betterment, you know that the site makes it easy to adjust your portfolio mix of stocks and bonds (see ...
31
votes
4answers
9k views

What are the benefits and disadvantages of investing $60-70K in the following methods?

I have $60-70K that I'm planning on investing in stocks/ETFs/funds. What are some of the advantages and disadvantages of investing this amount of money with a human financial advisor vs an automated "...
0
votes
5answers
212 views

How should I pick an Investment account?

I have recently managed to secure a graduate job and I started think about investing part of my income. I am at the start of my career so I would probably be able to invest around 600/month. I ...
5
votes
3answers
95 views

Rebalance or just change allocation of next purchase?

My portfolio only has 3 ETF funds (emerging markets, S&P and STOXX 600). I do not pay any commissions on purchases over 500€ and I usually buy 2000€/month. Since I don't have any costs to buy ...
3
votes
1answer
77 views

Why values within a “Style Box” are discrete and not continuous?

Style Boxes map financial products on a two axes diagram, but instead of using continuous values for the axes, they use discrete values (small/medium/large, value/blend/growth, etc.). (source) How ...
2
votes
1answer
134 views

Any financial advantage of a human portfolio manager over a robo-advisor?

It has been shown time and again that markets are unpredictable and that a buy-and-hold strategy is advantageous ("A random walk down wallstreet" / Malkiel, and many others). Moreover, newer and newer ...
1
vote
0answers
430 views

Where can I find the European equivalent ETFs from a USD superdiversified 10 ETFs portfolio

I have been using this superdiversified 10 ETFs portfolio. To lower the risk it's composed from stocks and bonds across the globe and includes some commodities. Being in USD currency and the Euro ...
2
votes
1answer
98 views

Auto balancing portfolio through new purchases

I'd like to have an investment portfolio with a few items, each having a target proportion (e.g. I want to have stocks of Apple and the total value of those should be 25% of my portfolio's total worth)...
-1
votes
1answer
1k views

Determing folio number from demat account

I am holding the shares of Cauvery Software Engineering Systems LTD. in my demat account but I do not know the folio number and the serial numbers of the share of the company. Can anyone help me in ...