Questions tagged [portfolio]
Questions relating to the collection of an individual's investments, looked at at a whole.
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How to calculate portfolio performance without tracking each individual transaction
How does one go about calculating the performance of a portfolio when the portfolio is robo-managed and rebalances often, therefore making tracking every transaction and exact holdings over time a ...
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How to understand this investment portfolio list?
I have a table with the colunmns ISIN, Asset Class, Description, Nominal/Quantity, Market Value CHF. I would like to check how much is invested in a specific company, let's say Boeing. How do I find ...
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Investing in one single global index fund or seperate S&P500 and global Ex-US funds
I am looking to begin passive investing in ETFs. In my own research so far I come across the advice that it can be a good passive strategy to invest in some index fund like a Vanguards S&P500, ...
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Finance: replicating portfolio for a European option
The replicating portfolio for a European call option involves a long position in
A
, while the replicating portfolio for a European put option involves a short position in
A
.
Can you explain why this ...
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I don't have a folio number or the documents of the shares
My father have bought few shares from different companies long ago and lost his documents. And now apart from the company names he doesn't have any other information like folio number or document ...
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Does it make sense to own QQQ and IVV together?
I made a quick table comparison of SCHD, QQQ and IVV, divided by sectors and SCHD and IVV are substantially overlapping. QQQ is much more IT focused, so my question is: does it make sense to own two ...
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What type of shares do you sell - the good ones or bad ones?
This may sound like a n00b question, but I've never seen any guidance on exactly which shares to sell when wanting to convert some of my portfolio into cash to use for spending.
There are many online ...
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Does the 60/40 equity-bond portfolio presume a low interest rate environment?
My understanding is that 60/40 stock/bond portfolio relies on there being a negative correlation between equities and bond prices.
But does the success of this portfolio presume a low interest rate ...
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Facing problem while creating a Google Portfolio tracking spreadsheet
I am trying to create a Google Spreadsheet to monitor my Indian stocks and Mutual fund investments. I am facing the following issues and hope someone can help me.
When I try to track the 'pe ratio' ...
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How to calculate Quartile (or Decile) returns
I have split the following portfolio of 20 stocks into 4 quartiles by say market cap. My main question is how would you calculate the Quartile return? Would you rescale the weights within each group ...
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How to reorganize crypto centric portfolio to more balanced approach?
I need advice on reorganizing my portfolio to sustain myself and my dependents until their demise.
I live in India. I am in my mid-20s and have 3-4 dependents. I have my own house (no mortgage), a few ...
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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 ...
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How to calculate cost basis for list of incongruent batches of buy and sell transactions (forex trading)
How can I calculate the cost basis for my forex portfolio at any given time?
I'm trying to build a spreadsheet to track forex trading of cryptocurrency pairs. Specifically I'm looking at XMR-BTC
...
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What percentage of funds to allocate to different investments optimally with rebalancing?
There are 2 types of managed funds.
The first is principal guaranteed with a fixed 5% annual return.
The second's returns is between 20% to -20% annually.
Is there a way to roughly calculate what ...
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What's the most conservative split of financial assets for my portfolio in today's market?
Mid 30's, looking for what split I should have between Australian shares, international shares, property, cash, interest, bonds, options, etc. or maybe none of the above. What is considered to be a &...
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How to calculate leverage ratio while buying stocks?
I was recently studying 2008 research study by Yale researchers Ian Ayres and Barry J. Nalebuff in which they tell to use 2 to 1 leverage ratio while buying stocks in your young age and gradually ...
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What is the real return of a portfolio? Markowitz vs "real" return
I am working with mean variance optimization (MVO) and as such after "training" my model I test the results on a test dataset. Markowitz states that the return of a portfolio is the "...
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Scratching my head about the modified dietz method
I'm trying to compute the money weighted rate of return for my crypto investments using the modified dietz method, as I believe this is the golden standard to measure investment.
The formula is quite ...
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What is the weight of risky asset in the optimal complete portfolio?
I have 5 different stocks in a market value weighted portfolio. I found that the expected return of this portfolio is 0,008444379 and the variance is 0,001498836. I know that the risk free rate is 0,4%...
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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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Analyze the probability of a porfolio increasing (or decreasing) by certain amounts
I would like to build a portfolio (of funds) which I don't need to manage often.
In principle I am relatively happy to allocate the money in higher risk funds, since I don't plan on using it in the ...
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Building a portfolio based on possible personal finance scenarios
I would like to start a portfolio of assets which I don't have to manage day to day.
I don't have a specific savings goal in mind but have a number of scenarios where I might want to withdraw money.
E....
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Stock re-balancing in equal weighted portfolio
I currently have 20 stocks* in my portfolio (market value $300,000) which are equal weighted (5%). I am a long term investor and retired. *As part of the stock portfolio, I actually have 19 stocks and ...
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What kinds of exchange-traded funds (ETFs) should specifically be avoided?
This is related to my other question. There, I was asking what exchange traded funds I should consider for inclusion in my retirement portfolio. That got me thinking: What kinds of exchange-traded ...
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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 (...
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How do I Calculate this Estimated Weighted Return?
I am trying to figure out how to calculate an estimated weighted return. For example, imagine I have the following portfolio:
| ETF | Quantity | Value | Weight | Estimated Return | Estimated ...
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How can I calculate the total return of my portfolio when it is rebalanced annually?
I have a portfolio and I rebalanced it every year.
The portfolio return is 6%, 8%, 3% in years 1,2,3.
How can I calculate the total return of the portfolio?
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Calculating portfolio returns from multiple stocks using XIRR
I am confused and would like some clarification.
For around four years I have been building a portfolio of 30 stocks and I would like to calculate the portfolio returns as accurately as possible over ...
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Questions on a 60/40 portfolio outperforming stocks over the last 20 years
My question is based on a particular segment of a show on YouTube. Segment starts at 19:42 (linked) and ends around the 25-ish minute mark. (It's the Money Guy Show if you're curious.)
I was surprised ...
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Why would long-term investor care about volatility? [duplicate]
I'm 35 and I want to start investing for my retirement. My question is, why would you care about volatility if your investment horizon is 30+ years? In order to get a more clear picture of volatility ...
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Is there a quantitative answer to how frequently I should optimize my portfolio?
I'm using Markowitz Mean-Variance Optimization to rebalance my portfolio of 30 holdings. I'm trying to select the best balance of funds that will return 10% with the minimum risk. I understand that ...
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Money-Weighted-Return (MWR) or Time-Weighted-Return (TWR)?
Assume, I monthly invest a fixed part of my income. I strictly transfer this money to my broker account and never take money off (transfer-rule). There, I usually (but not always) immediately add to a ...
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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 ...
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How can I track the value of options live in my portfolio [closed]
With stocks I can enter price and amount into most applications and they allow me track the total Profit / Loss live.
Are there any ways to do this with option positions?
I was considering entering ...
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$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 intelligent ...
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Do bond funds have an inherent advantage over individual bonds within a portfolio?
Background: I am constructing a simple ETF portfolio consisting of 70% stocks and 30% bonds. Every three months, I will add money into the portfolio, and rebalance the portfolio to restore its 70/30 ...
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Calculations for my Portfolio
First excuse my maths and limited finance knowledge.
I am testing investing in crypto and trying to calculate my ROIs, Profit/Loss etc and getting stuck a bit and was wondering if anyone can help!
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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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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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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 ...
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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 "...
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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(...
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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 ...
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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 ...
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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?
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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,...
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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 ...
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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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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 ...
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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 ...
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