Questions tagged [portfolio]

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

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2answers
2k views

standard deviation in long-short portfolio?

I have a simple question though confusing. Does it make sense that the annualized standard deviation of a long-short portfolio is higher than the long leg and the short leg (separately)?
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284 views

How aggressive should my personal portfolio be?

I am 27 and have a retirement portfolio with three funds that are all rather long-term investments: MSCI World (ETF) Magna New Frontiers Ökoworld Ökovision Classic C This portfolio is managed by an ...
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4answers
242 views

Should I re-allocate my portfolio now or let it balance out over time?

My grandparents have been buying me shares of Home Depot stock for years, and these shares were transferred to me once I graduated college. Currently I have 62 shares of HD, and 4 shares of JNJ (which ...
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216 views

Possible Risks of Publicizing Personal Stock Portfolio

I have been investing in the stock market on a small-to-medium sized personal account for several years now, and I am considering making my investment history publicly available online. My question ...
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3answers
242 views

Portfolio diversification for the long run

I have often heard the phrase "nobody beats the index" which made me wonder why so many people, that invest for the long term (say 20-25 years), diversify their positions so much? Why wouldn't ...
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3answers
1k views

When the market crashes, should I sell bonds and buy equities for the inevitable recovery? [closed]

I'm told that for my age, I should have about 1/3 of my portfolio in bonds and 2/3 in equities. Suppose I implement that with this portfolio: 100k of SPY 100k of IWM 100k of TLT Now suppose that ...
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1answer
292 views

What are the possible metrics for evaluating annual performance of a portfolio?

I have been buying stocks and mutual funds in non-US market for about 5 years or so. I have been using the portfolio tracker from Investment Moat for a while, which the tool lets me know whether I am ...
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2answers
173 views

How to rebalance a passive portfolio if I speculate a war is coming? [closed]

Is there a theory about what typically happens to some markets when a country goes to war? If yes, should a passive portfolio be rebalanced accordingly? For example industrial metals.
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What is the difference between fund and portfolio?

I am new to the finance world, and I keep hearing fund and portfolio. What is the meaning of these words and how are they related? Can someone please explain with examples? Is there any difference ...
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1answer
93 views

Cash or Bonds (UK)

I'm currently making my way through Benjamin Graham's book. He mentions that ± %25 of assets should be held in either cash or bonds. Could someone clarify the government bonds situation in the UK? Is ...
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1answer
185 views

Finding Annualized Mean and Standard Deviation For Portfolio

Say I'm looking at the monthly investment returns of 3 funds: Date Index 1 Index 2 Index 3 7/1/2012 0.19% 1.10% 0.26% 8/1/2012 -0.13% 0.22% 0.13% 9/1/2012 -0.11% -0.12% 0.27%...
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Estimating monthly contributions required to save up to a sum within a year using index funds and bond funds

I'm saving up to pay off a sum of money ($86,000) in about the next year using some index and bond funds through Vanguard in a taxable account. The portfolio for this account is balanced at 40% VFTSX, ...
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1answer
2k views

Moving from Google Finance to Yahoo Finance

I have used Google Finance for ages and used to like their interface. I also liked that I'd have easy access to their dashboard from my Google Home page. I put my transactions in there and it seems ...
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2answers
187 views

Low Fee Income Generating Investments for a Trust

I am looking for a low-cost / low fee investment strategy for a modest ($75K) trust. I am only allowed to distribute the income of the trust to the beneficiary and cannot dip into the trust's corpus (...
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1answer
71 views

I want two entries for same share in google portfolio

I want to add (and edit occasionally) two separate entries for the same share (with same symbol) in my google portfolio. That is, I want to have ISA and non-ISA holdings of same shares in one ...
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199 views

How should residents of smaller economies allocate their portfolio between domestic and foreign assets?

Investment advice is often written from the perspective of a large domestic economy, where global effects have less impact. I live in Australia, where GDP is $1.13 trillion and our stock exchange has ...
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1answer
112 views

How can I optimise a portfolio of traditional & alternative assets?

Standard risk optimisation of a traditional assets (like stocks and bonds) is pretty straight forward, I have been optimising and backtesting a stock, bond & REIT portfolio on Swanest. I am ...
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1answer
113 views

Government or Corporate Bond?

I understand investment is about risk and reward - including risk management of course. I'm trying to build a personal portfolio for growth and or regular income for the next 10-20 years. I'm trying ...
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4answers
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Unmarried couple, should we open a joint investment account or separate accounts?

My partner and I are unmarried and will be remaining that way. We want to finally start an investment portfolio and taking advantage of things like IRAs etc. I will be managing the portfolio(s) for ...
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1answer
244 views

How often should one's retirement portfolio be adjusted (rebalanced), and how?

I'm opening my Roth IRA Account. My question is: How often should I adjust my portfolio? I know this depends on a variety of factors: I'm 23, plan to retire when I'm in my 60s (or at least withdraw ...
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1answer
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How can I retrieve any weights from the portfolio on the EF?

Efficient Frontier image In an efficient frontier build with sample moments, I'd like to retrieve weights from any portfolio on the efficient frontier knowing only the standard deviation and the ...
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2answers
238 views

Is a robo-adviser worth the risk?

I've seen a lot of talk lately about robo-advisers that manage stock portfolios for minimal expenses. The expenses are usually paid by ETF's. I am not very well versed in all this stock and ...
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1answer
924 views

Rebalancing a portfolio

Quick question on rebalancing a portfolio. Let's say that 10% of my portfolio is in something really speculative such as bitcoin (speculative for me at least)...now I've said to myself that I'm only ...
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3answers
185 views

How does investment on goods impact the risk of portfolio?

I really need good references to see what the impact of SRI (socially responsible investment) is on the portfolio risk. I have searched through a lot of books but nothing I found. Can you please give ...
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282 views

What fraction of one's portfolio is safe to invest in a single mutual fund?

Is there a limit on the fraction of one's portfolio that is safe to invest in a single mutual fund? The risks I'm concerned about are the fund manager making bad decisions and the fund not generating ...
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2answers
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How do you calculate the annualised return of your portfolio from the annualised returns of each of your funds?

I've invested in a number of mutual funds, and I've calculated the annualised return of each of them, using a spreadsheet (and the xirr function). I want to calculate the annualised return of the ...
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1answer
1k views

Calculating Simple Portfolio Returns with Rebalancing or Adding/Removing Securities

Given a set of portfolio weights, w, and historical security prices, I am looking to calculate a simple portfolio return via: where R is the simple return for a given security from time t to t+1: ...
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3answers
300 views

Do mutual fund companies deliberately “censor” their portfolios/funds?

In Survivorship Bias, David McRaney writes: In finance, this is a common pitfall. The economist Mark Klinedinst explained to me that mutual funds, companies that offer stock portfolios, ...
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1answer
116 views

What indicators should I look for when investing in various stocks or funds?

Say I want to manage my own portfolio of stocks or funds, which key indicators should I primarily look for? To me there are few, although I'm not sure they are the most relevant: Sharpe ratio ...
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2answers
1k views

Investing in commodities, pros and cons?

I'm wondering about investment in commodities (through derivatives such as futures for example). What would they offer new in a multi-asset portfolio? Probably some diversification, but what else? (...
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3answers
284 views

Fundamentals of creating a diversified portfolio based on numbers?

There are a number of articles and posts across the internet describing how to diversify your portfolio. But, each claim typically focuses on how to allocate your portfolio rather than describing ...
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3answers
194 views

How do I manage my portfolio as stock evaluation criteria evolve?

Background: I'm a very small-time (eg. $100s), inexperienced trader. Currently, I'm buying and holding stocks that bear dividends. When I evaluate stocks, I look at certain criteria; these have a ...
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1answer
182 views

Is there any data that shows how diversifying results in better returns than just sticking to an all-stock portfolio?

Assuming that the money invested is not to be touched for decades (so the risk of temporary market downturns is irrelevant in this case), many suggest that you should still diversify your portfolio ...
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303 views

What is the standard deviation and mean return of oil?

Let's use WTI. I'd like to add oil to my portfolio, and I was wondering how much I should have. I'm in 60-70% index and 40-30% individual value stocks. I want to cut back on my value plays and add ...
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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 ...
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1answer
184 views

Portfolio Diversity : invest $4000 into one account or $1000 into 4 accounts?

I have a simple question : regardless of portfolio diversity and how it could be a more stable source on income, i'd like to know what system will produce more money ? $4000 into one account symbol $...
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1answer
145 views

Correct term for describing how “interesting” a stock is to buy

When I decide what stocks to place in my portfolio I do a series of technical and fundamental analyses and during each one I give stocks different numbers of "points", and I basically go for the ones ...
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1answer
645 views

Total gain of portfolio including sold stocks?

I have a self-managed portfolio with a few stocks in it, which I keep at Scottrade and track with a program called StockMarketEye. I've used a few other portfolio trackers as well, and they all seem ...
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1answer
468 views

What percent of your portfolio should be in a money market account?

I am wondering how much (if any) of my liquid assets should be in a money market account. It's worth mentioning that I think this varies a lot based on how big your portfolio is. For example, you ...
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1answer
513 views

Simple tool for running what-if analysis on a set of ticker symbols?

There are a lot of heavy-duty portfolio analysis tools out there, but what I'm looking for is (I think) much simpler. I simply want to: Enter a ticker symbol (could be mutual fund or ETF), along with ...
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1answer
321 views

Why would a passive investor buy anything other than the market portfolio + risk free assets?

It's frequently said that you should buy a "high-risk" portfolio with lots of stocks when you are young, and then move into "low-risk" portfolio with lots of bonds when you are older, essentially ...
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1answer
208 views

Markowitz implied returns

In trying to evaluate a portfolio allocation, I want to do a reverse markowitz, that is find the implied returns that would result in the current allocation to be optimal. This results in some of the ...
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3answers
6k views

How is the Efficient Frontier drawn?

I know efficient frontier is the collection of expected return on a portfolio and the level of risk(e.g. standard deviation). What I don't understand is that is the efficient frontier really drawn ...
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0answers
265 views

How are the sub-periods derrived in TWRR Daily Valuation?

I've been looking at the TWRR Daily Valuation method and I'm trying to understand how to break the total performance period into sub-periods when there are irregular cash flows. As the article ...
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3answers
2k views

How can I determine if my portfolio's rate of return has been “good”, or not?

I've invested in stocks as a hobby for the last ten years, so I'm no expert on this. But if you have contributed about $7,000 over the past ten years (like putting in $200 here and there) and your ...
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4answers
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Senior in College, need advice on my investing plan

I am a rising senior in college and saved up $3,000 dollars from my summer internship. I have done a lot of research online about investment options for my age and I decided that opening a Roth IRA ...
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2answers
184 views

Portfolio theory and the business cycle: Determining ideal allocation to stocks?

Historically, there is a level of mean reversion with stock prices. So the expected return of a market portfolio changes with boom and bust periods. Is there a generalization of portfolio theory that ...
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2answers
300 views

Is there a way to set a stop for a stock before you own it?

Here's the situation: I like to place buy orders when the market is closed. However, I do not like to wake up at 630 (pacific time) to set a stop order to sell the stock. Is it possible on merrill ...
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2answers
182 views

Calculation for balancing portfolio percentage vs. risk

Disclaimer: I'm a complete novice to investment, so please adjust the style of your answer accordingly. There are some good questions on this site about "what percentage of my portfolio should I keep ...
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493 views

Pros/cons of replicating a “fund of funds” with its component funds in my IRA?

I'm interested in investing in the Vanguard Target Retirement Income Fund in my IRA. That fund is made up of 5 funds: Total Bond Market II Index Fund Investor Shares (very similar to the Total Bond ...