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Value Investing

Venture Capital Volume Weighted Average Price (VWAP)Wealth Management Whale Activity

Filter:Value Investing

Category – Value Investing

Value investing is an investment strategy focused on buying undervalued assets based on fundamental analysis, with the expectation that their true value will be recognized by the market over time. In trading, value investors seek stocks or other assets that are trading for less than their intrinsic value, often looking for low P/E ratios, strong earnings, and stable cash flow. Value investing requires patience and a long-term outlook, as market prices may take time to reflect the underlying asset’s true worth.

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ACCOUNT COST BASIS

Account Cost Basis represents the total purchase price of all assets in the account.

UNREALIZED TAX LIABILITY

Unrealized Tax Liability estimates taxes owed on unrealized capital gains in the portfolio.

TAX LOSS HARVESTING POTENTIAL

Tax Loss Harvesting Potential identifies positions suitable for offsetting gains through tax loss harvesting.

DIVIDEND YIELD

Dividend Yield measures dividend returns as a percentage of market price, offering insight into income potential.

RETURN ON INVESTMENT (ROI)

Return on Investment (ROI) is a percentage measure of profitability relative to investment. It uses weighted averages at the trade and portfolio levels to ensure accurate performance evaluation, emphasizing larger investments.

PROFIT FACTOR

Profit Factor is the ratio of gross profits to gross losses. A value above 1 indicates a profitable strategy, while below 1 suggests losses. It helps evaluate the efficiency and profitability of a trading approach.

RISK FREE RATE

Risk-Free Rate represents the return on an investment with zero risk, often based on government bonds or other risk-free assets, providing a benchmark for evaluating risk-adjusted returns.

SHARPE RATIO

Sharpe Ratio measures risk-adjusted return, reflecting the excess return earned per unit of risk taken, relative to the risk-free rate.

SORTINO RATIO

Sortino Ratio measures risk-adjusted return by focusing on downside risk, comparing returns above a target or risk-free rate to the volatility of negative returns.

CALMAR RATIO

Calmar Ratio measures risk-adjusted return by comparing the annualized return to the maximum drawdown, providing insights into performance relative to worst-case losses. A higher Calmar Ratio indicates better performance relative to risk.

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