To calculate a beta portfolio, obtain the beta values for all stocks in the portfolio. Find the percentages that each stock represents of the whole portfolio. Multiply the percentage portfolio of each stock by its beta value.Continue Reading
Access the stock quote sites to obtain beta values for each stock in the portfolio. Fill the quote box with the stock ticker symbol, and hit the ‘get quotes’ button. Click the ‘key statistics’ listed on the left-hand column. The stock’s beta value is listed in the first box in the right column of the next page.
Calculate the percentage that each stock represents of the whole portfolio. To do this, divide the dollar values of individual stocks by the total value of the entire portfolio. For instance, if you have 100 shares of stock for a total value of $4,000 and the total portfolio is valued at $20,000, the stock represents 20% of your total portfolio.
After multiplying the portfolio’s percentage for each stock, add up all of the results. The final value is the total beta of your stock portfolio.
Transparency, simplicity and thoroughness are all useful life values promoted by the Generally Accepted Accounting Principles, or GAAP. Transparency is promoted in this non-standardized but globally-adopted set of accounting rules by the Full Disclosure Principle, which states that critical financial information to investors or lenders must be enclosed in or appended to routine financial statements by their accountants.Full Answer >
Information in financial portfolios includes a complete list of assets, such as checking and savings accounts, jewelry, collectibles and insurance policies, as well as investments, such as bonds, real estate, stocks, equities and mutual funds. A financial portfolio shows the overall picture of an investor's finances, according to Money Choice.Full Answer >
In order to set up a personal stock portfolio, set investment goals, decide on a risk level, choose stocks that fit those goals and purchase them. Investors can purchase stocks from brokers.Full Answer >
A portfolio contains an individual's financial assets including bonds, stocks and cash equivalents, according to Investopedia. It also includes said assets' respective exchange trades, mutual funds and closed funds. Some investors hold their portfolios directly, and sometimes financial professionals manage portfolios.Full Answer >