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Globe Portfolio - Reports - Portfolio Analyzer Portfolio Help
Portfolio Analyzer

Portfolio Analyzer: The portfolio analyzer is a powerful tool to gain a better understanding of the make-up of the portfolio itself. By selecting a single or all of your portfolios, you can view a breakdown of the portfolio by Geography, Sector and Asset Allocation. The breakdown is offered in tables and via a pie chart.

  • Stock statistics:
    AVG P/E - this is the simple average of all stocks in the portfolio that have a P/E ratio that appears on the quarterly financial report in globeinvestor (based on previous days close, updated daily). AVG P/B - this is the simple average of all stocks in the portfolio that have a Recent Price/Book Value ratio that appears on the ratios financial report in globeinvestor (based on previous days close, updated daily). AVG ROA - this is the simple average of all stocks in the portfolio that have a Return on Assets ratio that appears on the ratios financial report in globeinvestor, this is calculated from the most recent annual results.

  • Fund Statistics:
    AVG P/E Ratio - each fund has an Avg P/E calculated from the full holdings. We simply add up the Avg P/Es for each fund in the portfolio and divided by the number of funds in the portfolio. Updated monthly. AVG P/B Ratio - each fund has an Avg P/B calculated from the full holdings. We simply add up the Avg P/Bs for each fund in the portfolio and divided by the number of funds in the portfolio. Updated monthly. Avg MER - sum all MER in the porfolio and divide by number of fund in portfolio. Updated monthly.


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Standard Report  | Gain/Loss  | Period-to-date  | Rolling Periods  | Portfolio Diagnostic
Correlation Report  | Stock Overlap  | Portfolio Analyzer  | Annual  | Intraday Stock  |  Index
 
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