Use Wells Fargo & Company performance within your portfolio analysis to enhance returns of your portfolios and to find right Stock diversification strategy.
If you would invest 3,377 in Wells Fargo & Company on April 26, 2012 and sell it today you would lose (191.00) from holding Wells Fargo & Company or give up 5.66% of portfolio value over 30 days. Wells Fargo & Company is generating negative expected returns assuming volatility of 1.25% on return distribution over 30 days investment horizon. In other words, 21% of equities are less volatile than the company and above 99% of equities are expected to generate higher returns over the next 30 days.
Daily Expected Return (%)
Risk [Daily Volatility] (%)
Considering 30-days investment horizon, Wells Fargo & Company is expected to generate 1.71 times more return on investment than the market. However, the company is 1.71 times more volatile than its market benchmark. It trades about -0.22 of its potential returns per unit of risk. The NYSE is currently generating roughly -0.47 per unit of risk.
Wells Fargo Operating Margin
Based on recorded statements Wells Fargo & Company has Operating Margin of 37.63%. This is 74.78% higher than that of Financial sector, and 14.06% higher than that of Money Center Banks industry, The Operating Margin for all stocks is 833.53% lower than the firm.
A good Operating Margin is required for a company to be able to pay for its fixed costs or pay out its debt which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against firm's competitors.
Over the last 30 days Wells Fargo & Company has generated negative risk-adjusted returns adding no value to investors with long positions.
1 Month Effecincy (a.k Sharpe Ratio) ...
-0.21
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WFC
Estimated Market Risk
1.25
actual daily
79 %
of total potential
Expected Return
-0.27
actual daily
1 %
of total potential
Risk-Adjusted Return
-0.21
actual daily
1 %
of total potential
Based on monthly moving average Wells Fargo is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding it to a well-diversified portfolio.
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