Questions tagged [portfolio]

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

Filter by
Sorted by
Tagged with
2
votes
2answers
183 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 ...
2
votes
2answers
8k 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 ...
2
votes
1answer
21k views

Is it possible to manage my multiple accounts and my wife's multiple accounts as a single portfolio with TD Ameritrade?

Is it possible to manage my multiple accounts and my wife's multiple accounts as a single portfolio with TD Ameritrade's online tools? I would like to do easy asset allocation across all those ...
2
votes
2answers
2k views

What percentage of my stock portfolio should be international (non-US) stocks?

I recently read that, based on capitalization, US stocks no longer make up the majority and that to be diversified would mean to hold 50% or more in non-US stocks. Is this good advice?
2
votes
2answers
129 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 ...
2
votes
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 ...
2
votes
1answer
72 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(...
2
votes
1answer
206 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 ...
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 ...
2
votes
1answer
67 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
1answer
144 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 ...
2
votes
1answer
23k 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 ...
2
votes
1answer
2k 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 ...
2
votes
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 ...
2
votes
1answer
78 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 ...
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) ...
2
votes
1answer
63 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 ...
2
votes
0answers
143 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 ...
2
votes
1answer
517 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 ...
1
vote
5answers
3k views

What is an ideal number of stock positions that I should have in my portfolio?

Is there a certain number of stock positions that one should keep in a portfolio? For example what makes more sense ? Option 1: $10,000 spread among 5 solid stocks, if you find new stock then remove ...
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
vote
3answers
165 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 ...
1
vote
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.
1
vote
1answer
146 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
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
vote
1answer
63 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
vote
2answers
174 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 ...
1
vote
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 ...
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
283 views

Why are “random” deposits bad?

The deposits of private investors often consists of random securities, caused by tips of friends, banks and exchange newspapers. It is said that the ratio of risk and return cannot be optimal like ...
1
vote
3answers
222 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 ...
1
vote
3answers
156 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 ...
1
vote
2answers
105 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
2answers
160 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
2answers
170 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 ...
1
vote
2answers
305 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 ...
1
vote
1answer
674 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 ...
1
vote
3answers
811 views

What's the best online tool that can track my entire portfolio including gains/losses? [closed]

My broker does a great job of keeping my positions current but has really bad views/reports while other sites do a great job of tracking gains/loss and other reports but they don't keep track of ...
1
vote
2answers
69 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 ...
1
vote
1answer
78 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
1answer
232 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?
1
vote
1answer
121 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
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 (...
1
vote
2answers
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 ...
1
vote
2answers
239 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 ...
1
vote
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 ...
1
vote
1answer
331 views

Reasonable alternatives to using the Treasury rate as the risk free rate, e.g. for CAPM calculation?

For all practical purposes, the risk free interest rate is taken to be the short term Treasury bill interest rate. Let's say this rate is 0.5% per annum. But for an individual investor, if his bank ...
1
vote
1answer
161 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?
1
vote
2answers
98 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 ...
1
vote
3answers
151 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 ...