New answers tagged stock-analysis
0
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How do you calculate the proportion of shares required to formulate a minimum risk portfolio?
Referring back to old notes this looks ok. r is the mean return, x & y are the proportions of E & B respectively, s is the risk
r = 0.20*(0.12 x + 0.16 y) +
0.25*(0.14 x + 0.10 y) +
0....
- 9,677
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Why should I use ROIC instead of P/E given that that is the price I'm paying to buy stock?
ROIC provides the necessary context for other metrics such as the price-to-earnings (P/E) ratio. Viewed in isolation, the P/E ratio might suggest a company is oversold, but the decline could be ...
1
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Where can I look up total returns of stocks, ETFs, and mutual funds?
You can view performance of a list of holdings with a free account at seekingalpha.com I do this regularly, but have not actually tried to automate downloading the information. My list includes ...
- 11
3
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I want to reinvest in a stock after 2 years of not investing
The profit is not reduced. If you invest in more of the stock it is a separate transaction. Your original profit isn't affected.
Your current holdings should not affect whether or not you buy more of ...
- 53k
1
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Why should I use ROIC instead of P/E given that that is the price I'm paying to buy stock?
Since these two metrics are closely related in the sense that a high ROIC will tend to mean a high P/E (and conversely) you cannot really consider one in preference to the other. Also, keep in mind ...
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Why should I use ROIC instead of P/E given that that is the price I'm paying to buy stock?
ROIC is a measure of how well a company has used its capital to generate returns. It can be used to compare the efficiency or effectiveness of similar companies, or to see if a company is making ...
- 130k
2
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How often do ETF's change holdings?
If an ETF follows and index (a passive ETF), then they make changes when the index makes changes. Their philosophy is to match the index. The index maker may periodically review the companies to see ...
- 136k
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