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
2answers
116 views

How to calculate ROI on my stock portfolio, from transactions logs?

I have a spreadsheet that contains all my current stock positions in one sheet (with how much I invested and the unrealized gain for each current position) and another sheet with my past positions (...
0
votes
3answers
220 views

Will a stock always correct itself on the ex-div date?

I have a position in a stock (oil company) which has already announced a ~7% dividend with the ex-div date set to 13 May and payment date to 7 June. I am looking to double my position in this stock ...
0
votes
1answer
114 views

Is dynamic hedging a combination of writing covered calls and long puts?

Trying to figure out a simplified dynamic hedging strategy without getting into too much math. Based on Antifragile by NN Taleb, it appears an antifragile portfolio could be constructed with short ...
0
votes
1answer
45 views

What does “trading in portfolio” mean?

On this Wikipedia page about value at risk, at the end of the second paragraph, it says "This assumes mark-to-market pricing, and no trading in the portfolio." What exactly does "...
2
votes
1answer
76 views

How to allocate assets between asset types and tax-benefit accounts?

I hoped I could simply put all my funds into a TDF in a tax credit account and done with it, but it seems it's not that easy. I'm trying to reallocate to these accounts: Individual Retirement Pension(...
1
vote
0answers
94 views

How to record personal portfolio appreciation?

I'd like to know how to record for the appreciation of my investment portfolio. The idea of not recording it; and then recording it as revenue once I sell it seems a bit off to me. I plan to hold my ...
1
vote
1answer
1k views

How can a beginner start an investment portfolio in Europe (France)?

I have been lurking, reading information about personal finances for a few months (if not years) now, but I didn't get the chance to start because I don't know where to start. Here is the thing: I am ...
1
vote
1answer
162 views

Using stock markets in Europe, how can I buy commodities / resources, to diversify my portfolio?

I am in Europe and I would like to differentiate my portfolio in buying resources, such as oil, sulphuric acid, titanium etc. Of course not in material form, but as stocks. How can I achieve this?
3
votes
5answers
136 views

Are Gold and similar assets a good way to diversify your portfolio to protect value?

If the goal is to have a diversified portfolio (more towards the safe, conservative, long-term side), should you include assets that hold value, but are not productive per se, like gold, silver, coins,...
2
votes
1answer
95 views

gnucash: How to set currency of a stocks account? Moving stocks from one stock account to another with different currencies

I am using gnucash for tracking my stocks, ETFs and cryptocurrencies. For the latter, I often heard the recommendation to treat them as a security. As such, I added a CRYPTO namespace in the ...
0
votes
2answers
81 views

Can I hedge on a long position of less than 100 shares and if not is there an alternative strategy?

Good Afternoon All, Quite frankly I'm stumped. I am aware of a covered position under normal circumstances, however in this particular situation there are less than 100 shares and I'd really like to ...
2
votes
2answers
14k 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, ...
0
votes
1answer
61 views

How to interpret XIRR?

I'm trying to calculate an investment's rate of return but getting very strange results. I made 6 different example scenarios to understand the logic behind XIRR calculation and just to test the ...
2
votes
2answers
63 views

Find net cumulative return from my Investment Report for a 3 month period

I have an Investment Report for a 3 month period that shows me: Number of Shares Book Cost Market Price Market Value Estimated Income Estimated Yield Total Value % How do I work out the cumulative ...
1
vote
2answers
100 views

How to calculate portfolio performance?

How to calculate portfolio performance when the profit comes from 1) Selling the securities, 2) Getting the dividends? Imagine the following portfolio and transactions. 2018 - Buy 100 shares of Exxon ...
3
votes
1answer
82 views

personal portfolio return calculation problem

I want to measure and evaluate the performance of my personal portfolio. However, I am concerned about confusion and miscalculation. Because when I calculate the time-weighted portfolio return rate in ...
0
votes
1answer
45 views

calculating the std devation of portfolio

If I have a portfolio with hypothetical time-weighted returns by month of the following: Jan-20 = 2% Feb-20 = 5% Mar-20 = 50% Apr-20 = 6% May-20 = -5% Jun-20 = 0% Jul-20 = -10% Aug-20 = 4% Sep-20 = 20%...
3
votes
4answers
2k views

Online tools for monitoring my portfolio gains/losses in real time? [closed]

My request is a simple one... I have about 5 stocks that I own currently and have owned for years now. I want to start trading more actively now but want to make informed decisions on how my stocks ...
0
votes
2answers
48 views

Rebalancing for dollar's buying power at the time of the original deposit

I want to create a portfolio that would be rebalanced according to the relative buying power of dollar at the time of the deposit, but I'm not sure how to do it. I'm not familiar with financial ...
5
votes
1answer
706 views

Should retail investors learn and use the capital asset pricing model (CAPM)?

I heard that the capital asset pricing model (CAPM) is commonly studied by finance students, and can help in controlling risk in stock portfolios. The CAPM looks rather complex as it seems to require ...
0
votes
1answer
76 views

Portfolio TWR vs MWR

I've been investing and trading a little bit and in my portfolios performance overview I saw TWR (time weighted returns) and MWR (money weighted returns). My MWR is 26.82%, whereas my TWR is -515.00% ...
1
vote
0answers
70 views

Core-Satellite Portfolio Building Strategy

I recently heard of the Core Satellite investment strategy and found it very interesting and smart. However, I failed to find other comparable portfolio building strategies and subsequently, a ...
1
vote
0answers
49 views

Portfolio diversification into different currencies

Does it make sense to diversify the portfolio into different currencies if they are in any case correlated with each other or is it not so?
1
vote
3answers
153 views

Advice: Diversify my retirement investments with a Roth IRA

I am new to investing, and also late to the game (34 yrs old), so I'm trying to make the most financially intelligent decisions I can. I'm starting a Roth IRA at the moment, and funding it with this ...
-4
votes
2answers
170 views

How would the discovery of El Dorado impact the price of gold? [closed]

I have gold in my long-term investment portfolio and I am worried about sudden over-supplies of gold. If a City of Gold (e.g. El Dorado) or the Nazi gold train is discovered in the future, how can I ...
2
votes
2answers
136 views

Which numbers do I include in XIRR?

I would just like some clarification on measuring returns on my portfolio. I have invested in approximately 25 shares over a period of two years. The investments I make are irregular and so I believe ...
0
votes
2answers
50 views

Selecting lots when rebalancing

I'm about to rebalance my portfolio of ETFs. For the selling part, I have several lots to choose from, and I'm not sure if it matters much which one I pick. All lots have long term capital gains. ...
0
votes
0answers
43 views

In what ratio should I buy options to preserve the diversification effect of the underlying stock portfolio?

I want to invest in a certain stock portfolio using long down-and-out barrier options. But I am not sure in what ratio to buy the barrier options to retain the same exposure to the volatility of the ...
0
votes
0answers
19 views

displaying portfolio value on the Yahoo home page

How to see a portfolio's overall value displayed on Yahoo's My Portfolio on the Yahoo homepage
2
votes
2answers
9k views

How to see a portfolio's overall profit or loss on Yahoo Finance?

On Yahoo Finance, I created a sample portfolio and added a few stocks. Now when I go to the portfolio, it shows me the current price, how much up and down since the previous day, volume, etc. But ...
1
vote
3answers
230 views

The best way to build a long/short portfolio

For several mutual funds, I have their performance (in %) as well as their TNA (in bn) on a monthly basis (months 1 to 193). Thanks to a previous step, I know for each fund, each month, whether I ...
0
votes
0answers
96 views

What would happen to a typical investment portfolio if the dollar collapses?

Let's say I have an investment portfolio with diversified US stocks and diversified US bonds. How would a dollar collapse affect this portfolio? And which component of the portfolio is less likely ...
1
vote
2answers
70 views

Do I have to reallocate all my funds every time I optimize my portfolio or is it only for new funds?

I've developed a code to optimize the new money coming into my etoro portfolio. However, I do not reallocate the funds that are already there. Should I? Context: I'm young and starting to earn a ...
0
votes
1answer
37 views

Testing the CAPM using the Fama-MacBeth (1973) Approach

I need to conduct the Fama-MacBeth (FM) procedure for my thesis to test the ability of the Fama-French (2015) and Carhart (1997) six-factor model to predict future expected returns. In univariate ...
0
votes
1answer
76 views

Calculation of YTD return in case of portfolio rebalance

I want to calculate a couple of metrics for portfolio. However, only examples I can find over the internet do not cover portfolio rebalances. Suppose the following scenario: Jan 1st, buy portfolio ...
0
votes
1answer
27 views

Public filing of investment fund portfolios - US Funds

I follow several investment funds. For some European ones, I can go to the public authority and see their quarterly filings with a detailed composition of the portfolio. For the US, where could I ...
2
votes
1answer
222 views

How to calculate annualized rate of return over multiple transactions

The annual rate of return on an investment can be calculated as And the top response to this question suggests that the return on a portfolio of such purchases is simply the weighted average of ...
1
vote
2answers
82 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 (...
0
votes
2answers
89 views

Portfolio Historical Performance [closed]

Suppose I have a portfolio of ETFs and I want to calculate its performance over time in the past. Which metric/formulae suits it best? Which of the parameters will vary over time in this formulae? Do ...
2
votes
0answers
58 views

Tail hedging with cash

Vineer Bhansali in his book Tail Risk Hedging makes some claims regarding portfolio protection: For losses of 0% to -5%, just diversification For losses of -5% to -15%, alternative betas (momentum) ...
1
vote
3answers
255 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 ...
-1
votes
1answer
69 views

Which software is suitable to track my investment portolio [closed]

Nowadays I am using google spreadsheet to track my portfolio. Is there some better software for this? Another problem is that some parts of my portfolio are highly volatile (but I want to keep those ...
4
votes
3answers
3k views

How can I compare my portfolio to others' portfolios? [closed]

There are a number of free online portfolio trackers that offer various features such as analyzing one's portfolio in terms of risk, making suggestions for individual assets, and so forth. It is ...
1
vote
1answer
150 views

Why does my portfolio trend in the opposite direction from the Nifty Index?

I have a set of stocks in my portfolio (some are part of Nifty Index, mix of large/mid/small cap), but I observed that most of the times when the Index surges, my portfolio drops on that particular ...
1
vote
3answers
158 views

What are the implications for Telecom stocks if they are trust-busted and treated as utilities?

There has been some talk among recently Presidential Candidates about how they would like to break up the Oligopolies of telecom providers in the United States if they are elected in 2020. Let's say ...
0
votes
2answers
67 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
73 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, (...
1
vote
2answers
114 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
1answer
161 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 ...
1
vote
2answers
184 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
2 3 4 5