EDU Articles
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How can I check if my portfolio is diversified?
There aren’t many easy-to-find tools on the web or elsewhere to help an investor check how well diversified a portfolio is.
Tickeron is setting out to change that.
With our proprietary Diversification Score® tool, an investor can input each of their portfolio holdings, and our Artificial Intelligence (A.I.) will provide a score indicating how well diversified the portfolio is.
An investor generally wants to make sure that they do not have too many assets allocated to one region, style, or sector, and that they have sufficient exposure across asset classes if that is their goal.
For mutual funds, this task can be more difficult, since a mutual fund has hundreds and hundreds of positions within it. An investor that owns several mutual funds is likely to have more overlap in their portfolio than they might imagine.
Tickeron’s Diversification ® tool accounts for that as well.
What Happens if I Don’t Diversify my Portfolio Sufficiently?
Do I Need a Financial Advisor?
Is there such a thing as a “presidential election cycle” impact on stocks?
Analysts have popularized the notion that the 4-year presidential election cycle holds secrets to bear and bull markets
What is Medicare Part A?
Medicare Part A is the standard, baseline hospital coverage that comes at no cost as part of everyone’s Medicare benefits
What is MSCI?
MSCI Inc is a company that is best known for its global indices. MSCI also provides research and pricing capabilities
What does “Buy to Close” Mean?
When an investor takes a short position on an option contract by selling (“writing”) a call or put option, he or she...
What does it mean to Accept Risk?
To accept a risk is to bear the burden of loss or replacement if an eventuality occurs that causes an asset to lose value
What are Adjusted Earnings?
Adjusted Earnings are also known as pro forma, non-GAAP earnings, and are usually met with some cynicism
What is Bad Debt?
Bad debt can be defined with a threshold amount at which point it becomes more expensive to attempt to collect the debt
What are foreign exchange reserves?
Central banks and sometimes other banks and large corporations, hold reserves in foreign currencies as a hedge
What is Times Interest Earned (TIE)?
Times Interest Earned is analysis that compares the pre-tax earnings of a company to the total amount of interest payable
How do Bitcoin Transactions Work?
Two words: blockchain technology. Transactions in bitcoin are encoded, packed into a block of other transactions, and all of these are sent out to thousands of computers