These
aggregated portfolio metrics reflect our systematic process for buying shares in historically sound companies when their earnings are on sale.
During earnings calls, a common refrain emerged with REIT executives preaching caution and predicting that going
forward portfolio metrics will continue to erode.
Now lets see what our various
portfolio metrics look like comparing the «free shares» and «purchased shares» dividend reinvestment accounting methods over a 20 year time period, starting with the metrics that differ dramatically.
This webinar will show chief investment officers and their teams how they can unlock important new insights into their performance by marrying
quantitative portfolio metrics with qualitative data pulled from audit reviews, HR records, analysts» research and other resources.
When it comes to ongoing market reports, Schwab Intelligent Portfolios is the undisputed leader; however, even it does not offer a monthly video that incorporates your
actual portfolio metrics.
DIY.Fund is a completely free database that gives investors the tools that professionals use when it comes to tracking your portfolio and
analyzing portfolio metrics.
During earnings calls, a common refrain has emerged with executives preaching caution and predicting that going
forward portfolio metrics will continue to erode.
Recently I have been struggling with how to adjust
my portfolio metrics when I reinvest the dividends I receive.
However, I've just completed a detailed quarter - end portfolio update / review, so let's flip things» round — perhaps you'd be interested in a timely look at
some portfolio metrics ¹, and we'll return to investment allocations in my next post?
The thought process the EMH guys have is completely different than how really talented investors think... it's all about business, and less about beta,
portfolio metrics, Sharpe ratios, and other nonsense.
For most of the last year, Centro U.S. has worked on improving
its portfolio metrics.
Last year, most companies were focused on shoring up
portfolio metrics and getting rid of non-core assets.