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Questions tagged [portfolio]

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

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1answer
57 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 ...
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1answer
36 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 ...
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0answers
22 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 ...
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3answers
291 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 ...
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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
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2answers
165 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 ...
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1answer
116 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 ...
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1answer
62 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 ...
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2answers
141 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 ...
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2answers
36 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
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1answer
75 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
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1answer
118 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 ...
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1answer
47 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 ...
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4answers
142 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) ...
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1answer
57 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
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0answers
128 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 ...
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2answers
147 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 ...
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3answers
133 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 ...
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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 ...
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0answers
29 views

Problems with understanding FTSE Russel's rebalancing method (Capped Rebalancing)

I'm trying to figure out how FTSE Russel's rebalancing works by reading a paper on their website but the description is not meant for someone on my level of knowledge. After searching for about 10 ...
3
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2answers
126 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
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1answer
95 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 ...
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3answers
361 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 ...
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1answer
45 views

construct an option portfolio on a single asset that is both Long Gamma and short vega [closed]

everyone, I have come across this question. How can we construct a portfolio that is both Long Gamma and short Vega and how do we actually hedge long Gamma/short vega position?
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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 "...
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5answers
199 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 ...
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0answers
72 views

Reading SEC portfolio filings: How does an amendment affect the original 13F filing?

If one wants to look at the portfolio of famous US investors, one can look at their 13F filings with the SEC. There are some downsides to this, eg. the filing happens with 45 days delay. Most likely ...
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3answers
86 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
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1answer
70 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 ...
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1answer
123 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 ...
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0answers
324 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
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1answer
91 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)...
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3answers
566 views

How could I invest to earn income of $240,000/year on principal invested of $3,000,000? [closed]

If I wanted to extract $20,000 a month from $3,000,000 invested, what moderately safe, moderately profitable, asset mix/approach should I consider? (240k a year, 8% growth, so as not to touch my ...
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1answer
855 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 ...
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1answer
5k views

How do I calculate portfolio standard deviation in Excel?

How do I calculate a portfolio standard deviation given a return? If I have 3 portfolios with similar size of $300 million. Portfolio A : Expected Return % / Dollar Amount : 3.78% / $11.34m, ...
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1answer
4k views

How to calculate the return over a period from daily returns?

If I have daily returns of my portfolio over a period (let's say January to December), how do I calculate the total return over the period or per month? What I did now is the following: Calculate ...
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1answer
53 views

Consolidating small Stock holding over many companies

Over the years I have accumulated small stock holding across many companies; some of them are inherited as well. Now the problem is there are around 30 companies stock, with small holdings and values (...
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1answer
190 views

What is this fund?

I have a 401k account with Fidelity consisting of various funds. For whatever reason Fidelity will display today's +/- % for each ticker symbol, but it does not display overall growth since purchase. ...
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2answers
137 views

What period to compute the most accurate expected returns to do a covariance matrix for the optimal portfolio according to Markowitz method?

I am able and willing to invest some money into risky assets that may have high expected returns on at least one year: I want to invest my personal money into crypto currencies. I use a solver made by ...
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0answers
25 views

Tracking Equity Portfolio on Morningstar

I am tracking my equity portfoilio using morningstar. However, roughly once a month my platform sells of some of my holdings to pay for platform fees. How can I log this information into morningstar ...
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4answers
506 views

What should I invest with a spare $5000

Some background info: 23 years old, still schooling in university I have emergency funds, health insurance, 0 debt (Except yearly insurance payments) I am not looking to start into index ETFs as I ...
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1answer
2k views

Is portfolio beta truly just the weighted average of stock betas? If so, is there a way to distinguish betas based on composition?

For instance, assume you have three portfolios. Portfolio A is 100% invested in a market index with β=1. Portfolio B is a 50/50 mix of two stocks (Stock A β=1.5 and Stock B β=0.5). The weighted ...
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1answer
1k views

How to Calculate Profit and Loss for trading position?

On my homework problem. I have this scenario below: 12/10/2010 - Long Position in a stock of 800 shares at $4.5 per share. 12/10/2010 - Long Position in the same stock of 200 shares at $4.55 per ...
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2answers
182 views

Return on Portfolio from P&L

Given a set of unrealized, realized and total P&L on my portfolio, how do I calculate the daily return on the portfolio?
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1answer
68 views

Unrealized Profit & Loss for Non-Stock Securities

I have several records of various transaction types (buy, long, short, cover...) on various asset types (stocks, bonds, options, futures...). I am looking for a way to calculate the unrealized P&...
2
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1answer
468 views

$1.44 million in holdings: Help my non-retired, 80-year-old dad invest it [closed]

tl;dr   My 70'ish mother and 80-year-old, non-retired father have combined holdings of ~$1.44 million, haphazardly scattered over a number of instruments; help me help them design an ...
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2answers
435 views

What's the formula for profits and losses when I delta hedge?

Say I buy a call option today, and I short the underlying stock with the delta. What is the value of this portfolio today? Then, one period later, say there's a change in the stock price. That also ...
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1answer
75 views

What exactly is the profit and loss of a portfolio?

I've searched all over the internet, but have not found the answer to this question. When we 'delta-hedge', we make the value of a portfolio 0. Now, we know that an approximation of the change in a ...
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1answer
55 views

A portfolio that is not re-balanced in response to price change is called: [closed]

A portfolio that is not re-balanced in response to price change is called: passive portfolio preferred portfolio duration-neutral portfolio diversified portfolio please answer with descriptions and ...
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8answers
8k views

As a 22-year-old, how risky should I be with my 401(k) investments?

As a 22 year old guy, how should I plan my financial life regarding my 401(k) investments? How much risk should I be taking? Also, is it a good idea to invest in a dynamic portfolio with smart beta ...