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Monthly Archives: June 2017

Covered Call Income Generation (With Excel Template)

Covered Call Income Generation

Investors who generally follow a buy and hold strategy can make an extra income by adding options to their portfolio. In this article, we will learn about the covered call income generation strategy and how investors who are long underlying stocks can generate additional income with minimal risk. At the end of the article, you […]

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Fibonacci Retracement Calculator

Fibonacci Retracement Calculator

Fibonacci Retracement is a popular technical analysis tool to identify potential reversal levels, support and resistance levels. Traders (specially day traders) frequently use this to track their trades. These are tracked in the form of ratios which are based on Fibonacci sequence which was developed by an Italian mathematician named Leonardo Fibonacci. The Fibonacci sequence […]

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Sortino Ratio in Excel

Sortino Ratio in Excel

We know that Sharpe ratio is one of the most common ratios to measure the reward versus risk of an investment opportunity. Sortino ratio is a modified version of Sharpe ratio. While Sharpe ratio measures the return over the overall risk (volatility) in the portfolio, Sortino ratio only considers the downside risk in the portfolio. […]

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Warren Buffet Investment Portfolio Through The Last 50 Years

In 2014 Berkshire Hathaway Inc. celebrated fifty years in the market. On that occasion Warren Buffet made some observations regarding his company’s performance through the years. There have great gains and great losses but no one can discount his long innings in the stock market. His career has usually been looked at with awe. For […]

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Ben Graham Formula

Benjamin Graham, popularly known as the ‘father of value investing’, provided an elaborate framework to identify undervalued stocks. he proposed this in his books ‘Security Analyst’ and ‘The Intelligent Investor’. He also proposed a simple intrinsic value formula to identify these underpriced stocks, now known as the Ben Graham Formula. In this article we will learn about […]

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Cash Generating Power Ratio

While performing financial analysis, most analysts first focus on the commonly used balance sheet and income statement ratios. However, such analysis is often incomplete because the ratios calculated from the statement of cash flows can provide significant insights and add tremendous value to any financial analysis, whether it for for picking stocks, raising capital, or […]

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