Guru Strategies

## Graham Defensive Investor (Non-Utility) Screen

Graham Defensive Investor screen is a stock picking strategy by one of the most respected investors Ben Graham. This Screener is kept in mind for the investors who are risk averse and do not have ample amount of time to spend in tracking the markets. Hence this strategy helps in selecting the stocks which are financially sound and dont require constant examination.

Calculators

## Std Dev Calcuator R

Standard Deviation is a mathematical concept that measures the stockâ€™s volatility by showing the difference between actual value and average value. The bigger the difference is, the higher the standard deviation which means high volatility. A small difference between the prices means a low standard deviation and a low volatility. Standard deviation can be used to measure how risky an investment is and the minimum required return on the investment.

Options, Options strategies, Stock investments

## Delta Neutral Hedging

The Delta Neutral Hedging strategy is for the investors who want to reduce the delta of the overall option strategy. It can be done using the underlying stock or using an option. The idea is to reduce the payoff movement per dollar change in the underlying. The traders use delta-neutral hedging to reduce the exposure in the event the position moves against them. The flip side is that the risk comes at a cost of reduced profit potential.

In the active file, the user can input the option strategy he wants to implement using the four option boxes provided.
> User has to enter the ticker, expiry, strike, and a number of contracts for each option involved in the strategy.
> The system will calculate the Delta of the strategy and also the total premium to be paid.
> If the delta of the overall strategy seems high, he can reduce it in two ways. Using Stock or using options. Both the methods have been implemented in the below sections on the active file.
> User is enabled to enter the level of hedging he wants against the prior delta of the strategy and the template will recommend the appropriate action to take to reduce the overall delta.

For the stock, the template will highlight the position to take on the same underlying and the number of stocks along with the cash flow involved.

The Option, the template will show both the Call and Put options that can be used to reduce the delta and it is up to the user’s discretion to use whichever option he wants. The system will assist by showing the cash flow involved and also the final delta of the positions.

Options, Options strategies

## Fiduciary Calls

Portfolio, Portfolio analysis and optimization, Stock investments

## Portfolio Comparison Template

The template consists of two sections:
> Investor Profile – Based on a sample of questions we gauge the Investor’s risk-taking ability and score it. The scoring is done from 1-4, where 1 means most risk-averse and 4 being the risk-taker.
> Comparision Sheet – Based on the risk-taking ability of the investor, we are suggesting some default portfolios which will suit the investor and he/she can compare his portfolio with our suggested ones on various parameters.

Fundamental analysis, Stock Comparisons, Stock investments

## Quantitative Analysis Of Stocks

Quantitative Ratio Analysis is used to measure a group of stocks through a bunch of key fundamental ratios. These ratios are some important ratios covering all perspectives of stock from valuations, margin, and earnings.

ETFs, Guru functions, Guru Strategies, Portfolio analysis and optimization, Stock investments

## Cathie Wood Vs User Portfolio Strategy

Catherine Duddy Wood is the founder, CEO, and CIO of ARK Investment Management LLC (Ark Invest), an investment management firm that managed the largest actively-managed exchange-traded fund in 2020. Wood was named the best stock picker of 2020 by Bloomberg News editor-in-chief emeritus Matthew A. Winkler.

Use this template to calculate weekly, monthly, three months, quarter to date, yearly returns of stocks of your portfolio and compare it to Cathie Wood’s ETFs.

Guru functions, Guru Strategies, Stock investments

## Foolish Small Cap 8 Screen

The foolish 8 Small Cap screen is among the common screens to scan good small cap companies. It has a set of 8 parameters which filter out the winners from the loosers. Historically, small caps have tend to outperform large caps even if the significant risk involved. This method of screening small stocks was founded by David and Tom Gardner founders of Motley Fool, called the Foolish 8. Hence this strategy uses a set of Business and Market related factors to ascertain the eligibility of the stock for this screen.

Option Strategies, Options strategies

## Strap Strangle

The Strap strangle is an unlimited profit, limited risk strategy that is taken when the options trader thinks that the underlying stock will experience significant volatility in the near term. Long strangles are debit spreads as a net debit is taken to enter the trade.

The Strap strangle is a more bullish options strategy that involves the buying of slightly out-of-the-money put and more of a slightly out-of-the-money call of the same underlying stock and expiration date.

Option Strategies, Options strategies

## Strip Strangle

The long options strangle is an unlimited profit, limited risk strategy that is taken when the options trader thinks that the underlying stock will experience significant volatility in the near term. Long strangles are debit spreads as a net debit is taken to enter the trade.
The long strangle is a more bearish options strategy that involve the buying of more slightly out-of-the-money put than a slightly out-of-the-money call of the same underlying stock and expiration date.