Why Excel can be the best tool to manage and optimize an investor’s portfolio? Excel can be the best tool for portfolio management and optimization due to its easy-to-use features, data analysis, and visualization capabilities. With Excel, investors can make use of a portfolio optimizer tool to conduct portfolio optimization, analyze existing portfolios, backtest portfolios, … Read more
Making the Most of Your Assets: Portfolio Optimization Strategies When it comes to investing our money, we all want the best possible return on investment (ROI). But investing can be a risky business, so it’s important to create an investment strategy that balances risk, maximizing returns while minimizing potential losses. That’s where portfolio optimization comes … Read more
With market valuations rising, many investors are concerned about the likelihood of a market crash, which is traditionally defined by losses of more than 20% over a 12-month period. While these crashes are rare, prudent investors have hedging techniques in place to protect themselves from unexpected losses. A hedge is a strategy for reducing the … Read more
Introduction Consumer staples refer to the essential products used by consumers. It includes things like foods and beverages, hygiene products, household goods, tobacco and alcohol. These are products that people are unwilling or cannot cut out of their budgets irrespective of their financial situation. Consumer staples are considered to be non-cyclical because they are always … Read more
Most people nowadays have more or less an idea of how to invest their money and savings.People are getting smarter by the day in managing and tracking their finances, and most people are acquiring the skill of personal finance. Well, all this sounds good but people miss out on a very crucial aspect of personal … Read more
You might have heard countless stories about the successful investments of great investors worldwide, up to the point that it becomes repetitive and boring. Well, today we bring you something different, today let’s learn about some investment failures by the top-notch investors around the world, and let’s try to learn a lesson so that we … Read more
A married put options strategy is when an investor buys one At-The-Money Put option and an equivalent number of shares of the underlying stock. The married put is a bullish options strategy that is used when the investor sees an upward trend in the stock prices. Investors that are worried about near-term uncertainties when buying … Read more
Investment guru Warren Buffett, a proponent of the value-based investing model, believes that people should invest in companies that exhibit solid fundamentals, strong earnings power, and the potential for continued growth. Don’t lose money. Don’t forget rule #1. Warren Buffett states that there are just 2 rules of investing. It focuses on investing based on … Read more
A watchlist is simply a list of stocks you are interested in owning. Creating your list in Excel, and using MarketXLS to view updated quality and valuation metrics on the stocks can assist in choosing the best time to enter a new stock position.
Profits can be built in the short term, but wealth is built in the long term. And did you know? Individual stocks may go upwards or downwards in the long term but, there has been no single 15 year period in which the overall market has gone downwards! Meaning, there has not been a single … Read more
