Subscribe to RSS feed
posted on 18 Oct 2019  -  3,992 views
In this article, I would like to share a renewed tool,
Risk Manager. As an investor, understanding your portfolio risks is of paramount importance. Using this tool, you can see the changes to various portfolio risk metrics (i.e.
Value At Risk and
Expected Shortfall) after you buy (or sell) a specific amount (defaulted to SGD 5,000 but you can
change it here) of selected stocks.
Why focus on Risk?
You might have realized that this is actually a simplified version of the now-deprecated iAssist tool. Previously, the iAssist tool tries to estimate both the risk and returns, and then churn out a single ranking score to see if you should buy or sell it. But I often got questions/complaints of how to properly use it due to its complexity and inability to be customized.
It is often difficult to agree on how future returns should be estimated, but estimating the risk based on the past have known and widely accepted approaches. This is why I have decided to shift the focus to just measuring risk (at least for now).
p.s.: To simulate selling, input negative values
on this page to simulate selling.
- very nice tool! Thanks so much for these amazing stuff! May I suggest to place the simulation value entry on the same page as the risk manager tool. So that no need to keep switching pages to try different iterations.
18 Oct 2019 19:33:41
- Yessssss, I find that risk management is an underrated component that many neglect in the world of investing.
19 Oct 2019 00:20:44
- to complement with screener,
should we have a tick box beside those stocks that are generated in screener so that we can like "select all" or "tick" those stocks we want and add into a watchlist so we can use this tool to test the watchlist?
19 Oct 2019 01:07:16
- @angelzsoul Sounds good. Can you make a feature request for that? Thanks!
19 Oct 2019 17:05:23
- Like the new version. 5k is a lot more manageable, and I find it easier to absorb the new stats (var / es) when planning ahead for my next purchases
21 Oct 2019 22:58:16
Next Article >
< Previous Article
Recent Feature Improvements Suggested ...
Insurance is Part of Financial ...
List All Articles
Other articles by evankoh
Decide When to Buy or Sell Using Short Selling Activities
Note: This feature is not available anymore due to licensing issues. Here is a question: How do you decide when to buy or sell a stock? I started trading in SGX a year ago, and every time I have money to invest, I always wonder "Should I buy now? But if not now, then when?" Since I didn't have a good answer to that question, what I've been doing till now is simply buy the best stock that fits my portfolio ...
Did You Beat the Market in 2015? I Did Not.
As 2015 is coming to an end, I am interested to see how well I did, especially since this is the first year where I had sufficient surplus to invest seriously in the stock market. I am especially interested to know how well I fared against a form of benchmark. In a previous article, I suggested that an easy and good way for anyone to start investing is via ES3, an Index ETF tracking STI. The truth ...
Quick Features' Update: Multiple Portfolio in Emails, New Portfolio Profile Page, and more
I had some time this weekend and managed to finish up a few user requests, and would like to share them: 1) Individual Portfolio in Daily Market Update Emails Now you can opt to view the performance of each portfolio you own by simply going to this page and checking the "Individual Portfolio - Information about each portfolio you own" box. You will see the performance of your individual portfolios ...