Questions tagged [portfolio]
Questions relating to the collection of an individual's investments, looked at at a whole.
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How can I add AUD cash to My Yahoo Finance Portfolio
I have built a stock portfolio in Yahoo Finance. I want to show my available AUD cash along with my individual stocks. How do I show my available AUD cash in my Yahoo Finance stock portfolio? I have ...
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How can I calculate the time weghted return?
I have switched frequently between ISA providers and I want to see how much my investments have truly increased.
I have a spreadsheet where column 1 is the date I invested a certain amount, column 2 ...
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Why can't I upload a portfolio to Yahoo Finance? [closed]
I used to be able to upload a new portfolio to Yahoo Finance by, while logged in, going to
https://finance.yahoo.com/portfolios
clicking "Import", and submitting a CSV file. But when I do ...
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Portfolio performance metrics in presence of cashflow [duplicate]
Given an investment portfolio and a ledger of withdrawls and deposits, I'd like to derive a performance metric that would allow me to compare its performance of a stock index.
A randomly generated ...
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How do you calculate the proportion of shares required to formulate a minimum risk portfolio?
An investor has decided to invest 1 million in the shares of two companies, company E and company B. the projections of returns from the shares of the two companies along with their probabilities is ...
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Parametric estimation of the portfolio var
I have a portfolio that consists of multiple positions. I have historical prices for these positions. So I can estimate the var of the portfolio:
portfolio_var = sqrt(Weights_T x Returns_Covariance x ...
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Does a portfolio of low beta stocks, small stocks or value stocks still outperform the market?
I am new to investing. Currently I'm trying to read about it as much as possible. There is one question that bothers me quite much that I cannot find an answer to, so I decided to ask here.
There is a ...
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confusion about gamma and gamma portfolios
Generally, a long gamma portfolio will make money when the underlying:
(a) out-realizes the historical volatility (measured close to close)
(b) out-realizes the implied volatility (more than making ...
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risks when using diversification with leveraged ETFs
Assume I am constructing a portfolio picking N sectors and investing in them. They, on average, it will generate an average return and I will be diversified well if N is large. The next step I could ...
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What is the point of portfolio diversification?
I am looking for intuition here. I understand that diversification decreases the variance of the portfolio. However, what I am confused is that it also effectively decreases the return.
Assume I have ...
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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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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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