Unknown Indicator

Potential Upside In A Nutshell

First, a way to help determine upside potential would be to implement a price target. Now with a price target, there are many different ways to determine this number as there is no set way to calculate that number. Secondly, take a look at the technical analysis on the chart and see where the current support and resistance levels sit. Lastly, integrate the fundamental analysis and technical analysis to formulate your upside potential. There is no one set way to do this, but it is important to establish a realistic number to maybe take profit and move it into another asset because not all companies and products will increase for long periods of time. Diversification is a key aspect to any portfolio.

As simple as the title says, the potential upside is how much further you believe a stock or other asset is going to increase. There are many different ways to calculate this and decide on how much potential there is to the upside, so we will go over several. It may be easy to decide a company will grow and increase in stock value, but how much or how far is a little trickier.

Closer Look at Potential Upside

When using potential upside, there will not be a set number to compare too, but you can gather what may experts and analysts are coming up with to gauge on whether you are in the ball park. Also, the upside potential can be affected by news that is coming up and is always subject to change. Provided nothing catastrophic is hitting the wire, it would be a good idea to find the upside potential and recalculate it semi annually, that way you stay relevant with the current market. If you get stuck are need some help, the internet is a great place to search and if you have the option, join an investing community and bounce ideas off of them as everyone is usually willing to give you advice.

Explore Investing Opportunities

You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did you try this?

Run Transaction History Now

   

Transaction History

View history of all your transactions and understand their impact on performance
All  Next Launch Module
Check out your portfolio center. Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Other Complementary Tools

Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go