Compare Income Quality Across Equities
You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Cross Equities Income Quality Analysis
Compare Xp Inc, and Virtus Investment Income Quality Over Time
Select Fundamental2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
XP | (0.0015) | (0.0015) | (0.0015) | (0.0015) | 3.284 | 2.5256 | 0.0128 | 0.4559 | (0.7129) | 0.9889 | 0.6239 | (1.0538) | 0.5237 | 2.0647 | 2.17 |
VRTS | 1.3512 | 0.1626 | 1.0541 | 0.3739 | (0.6071) | (6.8283) | 0.6259 | (4.5743) | (0.8222) | (0.3481) | (1.8848) | 2.5329 | 1.2442 | 1.6763 | 1.76 |
Xp Inc, and Virtus Investment Income Quality description
An assessment of the sustainability of a company's earnings over time, considering factors like revenue source diversification and cost structure.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)
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 the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Other Complementary Tools
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Commodity Channel Use Commodity Channel Index to analyze current equity momentum |