Introduction to Backtesting and MarketXLS Backtesting your stock portfolio helps you to predict its performance and make sound decisions for the future. This process involves running simulations on past stock data to evaluate the expected outcomes of your trading strategy, asset allocations, and portfolio construction techniques. The results of a backtest of a stock portfolio … Read more
Advantages of Having Stock Data in Excel Stock data Excel Addin can further enhance the advantages of having stock data in Excel. These add-ins provide real-time stock data feeds and advanced analytics tools, allowing investors to quickly and easily access and analyze market data. With stock data add-ins, investors can also access historical data, track … Read more
Improve Portfolio Strategy by Checking Covariance Among Two Stocks Covariance analysis is a vital tool in portfolio management, providing insights into the degree to which two stocks move together. It is a measure of the relationship between two stocks, ranging from no relationship to high covariance. Understanding covariance is crucial in analyzing the risk associated … Read more
Portfolio Efficient Frontier: Maximizing Your Investment Portfolio Performance Are you looking to maximize the performance of your investment portfolio? One tool that can help you achieve this is the Portfolio Efficient Frontier. This technique combines various securities to achieve the highest returns for a given level of risk, or vice versa. By utilizing the Portfolio … Read more
Tesla, Inc. (TSLA), one of the global market leaders in the electric vehicle industry, recently made headlines on Wall Street because of a crash of 65%+ in the stock price. The crash may be attributed to rising competition in the EV market, performance not meeting expectations, Musk’s Twitter distraction, restrictions placed in China (one of … Read more
Get Ready for Retirement With Scott Burns’ Retirement Calculator Retirement is one of the most important and rewarding life milestones. As such, it is important to make sure to properly plan and prepare for retirement to ensure financial stability and a comfortable lifestyle. Luckily, the retirement planning process can be improved by using Scott Burns’ … Read more
A Comprehensive Guide to Carhart Four-Factor Model What is the Carhart Four-Factor Model? The Carhart Four-Factor Model is a widely used asset pricing model developed by investment analyst Charles Carhart which is used to measure the risk and return of a portfolio. It proposes four distinct sources of risk which must be weighed together in … Read more
Exploring Negative Correlation in Stock Market Investing In stock market investing, utilizing correlation between different types of securities can help investors manage risks and boost investment returns. While positive correlation is more frequently discussed amongst investors, negative correlation is also an important concept to understand. Negative correlation refers to two securities that move in opposite … Read more
Master Asset Allocation with the Help of Calculators Making educated decisions about asset allocation can seem overwhelming. There are many different investment strategies and factors to consider, such as risk tolerance, portfolio construction, retirement planning, asset management, and more. Utilizing financial planning tools and investment calculators can be an effective way to get an accurate … Read more
Unlock the Potential Profits of Collars Trading Investing in options trading has become increasingly popular over the past few years with many investors seeking to take advantage of the higher leveraged returns that it can potentially provide. A collar options strategy is an interesting combination of a bullish and bearish options strategy that can help … Read more
