Non trovato

5Mes

I think your portfolio key figures are great! It gives you the key information at a glance. Should become standard.

Can you also write other key figures, such as the average correlation of the shares?

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Mr. K@TechNav

5Mes

@Epi I would have to take a look if you mean the beta ratio. I calculate these ratios myself in Excel for 70 positions that make up 80% of the portfolio.

I've added a few more that are relevant to me, plus my threshold.

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Epi@Epi

5Mes

@TechNav Yes, the correlation to the benchmark index is interesting. The correlation between the values also shows you the degree of diversification in the portfolio. This is usually much lower than you might think.

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