Filter Stocks by Fundamentals

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Indicator Description

Year to Date Return In A Nutshell

A more reliable light to use this in is with fundamental analysis because that will shed light on the reasons for the returns being the way they are. You can take a look at items such as earnings per share or revenue to gauge why the year to date return is what it is. Now if you apply this to a technical chart, you may not get the same results. Yes, you can look at historical data and movements, but it doesn’t explain why those movements occurred.

When looking at equities and other return metrics, a popular one many glance as is year to date returns, which is exactly what is says. Year to date returns is quick measurement that you can compare against others across the board. This data point in itself provides value, but it should not be relied upon because it does not tell the whole story. The year to date returns could be slowed or lower for reasons such as acquisition costs hit, which for the short term appears bad but the long term it appears great.

Closer Look at Year to Date Return

Overall, this is a useful tool to begin you search and see what is out there, but it may not be the best decision to put a lot of weight into it. Let it be a filter to identify what is worth you time and go from there. Fundamental analysis with this tool would work the best, giving you the most well rounded answer. If you get stuck and need some help with anything, reach out to an investing and trading community and ask for opinions, that way you can see how it is actually being applied in the finance world.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
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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 the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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