Not as special as the short bus you ride in on.Very special number that number is.
Good for me. Maybe good for you too. But most people have little or nothing in the stock market.
I’m very pleased. My portfolio is doing really well.Very special number that number is.
I would imagine your earnings per share are taking a beating as most other corporate earnings have recently? You either won't answer or you don't know, but are your PE ratios increasing* (forward of) the overall value of assets in your portfolio or are they losing* (trailing) value as earnings continue to struggle? 🤔I’m very pleased. My portfolio is doing really well.
Interesting. I have always measured the performance of my stocks by the actual dollar gain, and by the actual percentage increase of each stock's market price, from the time i bought it. Based on those metrics, i'm doing well.". . . are your PE ratios increasing* (forward of) the overall value of assets in your portfolio or are they losing* (trailing) value as earnings continue to struggle?"
Interesting. I have always measured the performance of my stocks by the actual dollar gain, and by the actual percentage increase of each stock's market price, from the time i bought it. Based on those metrics, i'm doing well.
However, i am open to learning and using your suggested metric, if it will help me better evaluate stock performance. Will you give an example of how to calculate the PE ratios of the overall value of one's stocks, and discuss why that is a better measure of an individual investor's stock performance? I'm definitely interested if it will help my family's financial position.
No it isn't. You have 33% less worth than you had 3 years agoI’m very pleased. My portfolio is doing really well.
Generally speaking you are correct but with inflation at roughly 30% over 3 years the money you have saved doesn't go as far. Adjusted for inflation nobody is getting ahead based solely on the market gains for index funds.Interesting. I have always measured the performance of my stocks by the actual dollar gain, and by the actual percentage increase of each stock's market price, from the time i bought it. Based on those metrics, i'm doing well.
However, i am open to learning and using your suggested metric, if it will help me better evaluate stock performance. Will you give an example of how to calculate the PE ratios of the overall value of one's stocks, and discuss why that is a better measure of an individual investor's stock performance? I'm definitely interested if it will help my family's financial position.
He won't reply. He actually has no idea what a portfolio is.I would imagine your earnings per share are taking a beating as most other corporate earnings have recently? You either won't answer or you don't know, but are your PE ratios increasing* (forward of) the overall value of assets in your portfolio or are they losing* (trailing) value as earnings continue to struggle? 🤔
PE ratio explained:
The price-to-earnings (P/E) ratio measures a company's share price relative to its earnings per share (EPS). Often called the price or earnings multiple, the P/E ratio helps assess the relative value of a company's stock. It's handy for comparing a company's valuation against its historical performance, against other firms within its industry, or the overall market.
*highlight
- The two most used P/E ratios are forward and trailing P/E.
- P/E ratios are most valuable when comparing similar companies in the same industry or for a single company over time.
more here
link
If one has everything in index funds, that's not surprising. Doing much better than that with individual stock portfolio. I prefer active investing (research, research, research) in individual stocks i pick as opposed to passive investing (i.e., an index fund). Each person has their own preference and a different, acceptable level of comfort/safety versus risk/gain. One's investing goal is a big factor (dividend income, guaranteed income, stock price appreciation, etc.). There is not one "right" answer, of course; one should invest to one's personal comfort level of risk. For example, i have a dividend portfolio and a growth portfolio. Get the benefits of both strategies.Generally speaking you are correct but with inflation at roughly 30% over 3 years the money you have saved doesn't go as far. Adjusted for inflation nobody is getting ahead based solely on the market gains for index funds.
I'm sure he'd say it's one of those manila folders you put in a filing cabinet.He won't reply. He actually has no idea what a portfolio is.
I am sure you have a great portfolio and I hope everyone does. I guess my point is that inflation is a huge equalizer because prices never go back to where they were and it is a lot more expensive to live today compared to a couple years ago. I feel bad for people who have already retired and made their nest egg or who live on a fixed income. My sister lives in disability and her 1k a month doesn't go as far as it used to go. My folks are retired and I know how much more I pay for groceries so I worry about them.If one has everything in index funds, that's not surprising. Doing much better than that with individual stock portfolio. I prefer active investing (research, research, research) in individual stocks i pick as opposed to passive investing (i.e., an index fund). Each person has their own preference and a different, acceptable level of comfort/safety versus risk/gain. One's investing goal is a big factor (dividend income, guaranteed income, stock price appreciation, etc.). There is not one "right" answer, of course; one should invest to one's personal comfort level of risk. For example, i have a dividend portfolio and a growth portfolio. Get the benefits of both strategies.
i am interested, though, in atl's PE metric of evaluating one's portfolio.
Good discussion.
How to research or invest? Got a ticker symbol?Invest in this. You will thank me later.
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Sure. If you click that link I supplied there are a couple of easy to follow suggestions on how to evaluate your specific share earnings vs initial outlays. The key here is your overall portfolio performance when all valuations are weighed. An individual stock may occasionally be trailing in your initial performance review, however when using one of the formulas you can quickly determine if your earnings per share of that holding over time are making it a worthwhile asset?Interesting. I have always measured the performance of my stocks by the actual dollar gain, and by the actual percentage increase of each stock's market price, from the time i bought it. Based on those metrics, i'm doing well.
However, i am open to learning and using your suggested metric, if it will help me better evaluate stock performance. Will you give an example of how to calculate the PE ratios of the overall value of one's stocks, and discuss why that is a better measure of an individual investor's stock performance? I'm definitely interested if it will help my family's financial position.
Well if he doesn't know what that is, how does he know that his holdings are "doing really well"? Unless he's lying which wouldn't really surprise me.😏He won't reply. He actually has no idea what a portfolio is.
I look at the +/- on my statements every month , I get 2 one from my personal account and one from work . I'm not educated enough to actually study and research what to invest in and I know it so I leave it to the professional. I know I'm not making what I was in my retirement savings and I know that in order for me to maintain a respectable savings I can't do the things I used to. Inflation is eating up all my extra money and even being union our raise is no where close to it. I do invest my overtime in gold/silver/ and a few other needs . I feel so sorry for those who can't hustle more do to age or health .Interesting. I have always measured the performance of my stocks by the actual dollar gain, and by the actual percentage increase of each stock's market price, from the time i bought it. Based on those metrics, i'm doing well.
However, i am open to learning and using your suggested metric, if it will help me better evaluate stock performance. Will you give an example of how to calculate the PE ratios of the overall value of one's stocks, and discuss why that is a better measure of an individual investor's stock performance? I'm definitely interested if it will help my family's financial position.
I don't think anyone who is honest can deny this has effected them.Inflation is eating up all my extra money and even being union our raise is no where close to it.
Government get spending under control .....lmao ....how will they buy votes and it's both side Trump/Vance included.Inflation and interest rates are the biggest drags on economic growth right now, and ultimately corporate earnings. We're paying more for goods and services, but it's also costing companies more for supplies and labor so profit margins are getting squeezed. Not to mention liquidity in the venture capital markets is almost non existent, as many institutional investors are holding their positions to keep from losing more of their earnings due to the dollar shrinking because of inflation.
If Trump can cut energy costs by increasing supply, that will have a ripple effect through the rest of the economy easing pressure on manufacturers, suppliers, producers, and ultimately consumers. If we can get government spending under control and either cut the deficit or grow revenues through tax cuts, that should help reduce interest rates, which will spur a new round of investing and/or lending to get this economy moving again.
Let's hope all of that happens, because if it doesn't, we're in heep big doo-doo!
Although i majored in Finance in undergrad school, that's too confusing for me. I'm pretty simple. Think i'll stick to evaluating my stocks' performance by dollar gain and percentage gain. Thanks for your insights, though; always enlightening to consider someone else's perspective.Sure. If you click that link I supplied there are a couple of easy to follow suggestions on how to evaluate your specific share earnings vs initial outlays. The key here is your overall portfolio performance when all valuations are weighed. An individual stock may occasionally be trailing in your initial performance review, however when using one of the formulas you can quickly determine if your earnings per share of that holding over time are making it a worthwhile asset?
My investment house breaks down my PE ratios when evaluating our position in a specific instrument to determine if we should increase our position, stay put, spread that risk across other performing options in that market segment or liquidate that asset to keep it from dragging down the value of the rest of the portfolio?
Try that first formula in my link on your two biggest options as an example, and see where they stand on your overall expectations for that asset?
Let me know how your numbers appear (in general of course). My P/E ratios are lagging a bit, but overall I'm roughly 6.7% ahead of my targets for the amount of time I've held certain instruments. I have a mixed structure, so I've been getting hammered on energy and transportation holdings because options in that particular section of my overall portfolio have been hurt by corporate restructuring and inflation. My technology sector has been holding even, prices have increased a bit but earnings potential looks promising.
Real estate has been hemorrhaging due to interest rates and over capacity on commercial holdings, but housing stocks in my portfolio look promising due to anticipated future demand. There's just no readily available market capital! We have to get these interest rates down to kick start lending to meet that increased demand!
Appreciate the questions!
How to research or invest? Got a ticker symbol?
This is not a criticism, just an observation. Surprised you go for a company (Lifestraw) with ties to China for manufacturing, assembly and shipping of some of their product. I agree with your view of China as a major danger on the world stage.