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Is your investing strategy Good Enough? Sharpe Ratio Explained with Excel Formulas and Examples
There's a saying that most people are unable to beat S&P 500. This is why learning how to calculate whether your investing strategy can beat the market is important. Sharpe ratio measures excess return divided by each unit of risk you take. If you achieve a high return but you take a lot of risk, it doesn't make it a great strategy (low Sharpe ratio). If you achieve a high return and you take very little risk, then it is a great strategy (high Sharpe ratio). In this video, I provide you with examples, benchmarks, and Excel formulas on how to calculate your own Sharpe ratio. https://youtu.be/8R04Q2k7JCQ Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com Free webinar - how to get 30%: https://5mininvesting.com/free-case-study/ In April, my goal is to help 20 people without a financial background to master investing. Investing Accelerator is designed for people without a financial background. The goal is to achieve 30% return per year. In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth. In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals. If you are interested, then let's hop on a call to see if you can benefit from the strategies in Investing Accelerator and get 30% per year. During the call, we will map out exactly how you can achieve 30%, what you are lacking, how you can improve. If you have any questions about the program, you can ask during the call as well. Schedule a call here: https://bit.ly/48mJlgR Remember to go to the Classroom tab for additional investing resources.
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New comment 2h ago
0 likes • 3h
@Leon K I need 188 to get out lol...wish I had kept the 100 shares I sold.yesterday at a small loss to avoid earnings lol... RULE... just whatever I do...do the opposite...I am.the canary in the gold mine.
1 like • 2h
@Monica Bernard for aapl?
1 like • 11h
@Rong Zhou ahhh I did not know that. Good to know.
0 likes • 3h
@Sukhwinder Dhanoa noooooooo
SBUX dropping fast!
Analyzing stock price movements, such as the recent drop in SBUX, involves examining historical data to understand past performance and trends. It's crucial to determine whether a price change is a market overreaction or indicative of a longer-term trend in the company's performance. Starbucks, known for its strong brand and customer loyalty, has built a significant economic moat over the years, which includes competitive advantages like pricing power, cost efficiency, and high customer satisfaction. These factors contribute to the company's resilience against competition and market fluctuations.
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New comment 22h ago
2 likes • 22h
Even though I have always enjoyed Starbucks...I seldom go anymore. Prices just too high and now they are asking for tips.
Stocks that hit new 52-week lows today
All these stocks hit new 52-week lows today Coca-Cola $KO Pepsi $PEP General Motors $GM BofA $BAC 3M $MMM Square $SQ Target $TGT Bristol Myers $BMY Conagra $CAG Clorox $CLX Dexcom $DXCM $KDP L3Harris $LHX Medtronic $MDT McCormick $MKC NextEra $NEE Paramount $PARA SolarEdge $SEDG
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New comment 22h ago
1 like • Mar 23
Glad I only had two of these stocks in my portfolio...sigh...
0 likes • 22h
Always wanted to own some KO...maybe now is the time to watch.
Key economic releases in May
Key economic releases in May: 1st May (Wed.): ISM manufacturing PMI, JOLTS job openings estimate, Fed rate decision and statement 3rd May (Fri.): Government jobs report, ISM services PMI 10th May (Fri.): Michigan consumer sentiment 14th May (Tue.): PPI index 15th May (Wed.): CPI Index, retail sales 16th May (Thu.): Philly Fed Index, building permits, housing starts, industrial production 22nd May (Wed): FOMC meeting minutes, existing home sales 23rd May (Thu.): Markit manufacturing and services PMIs, new home sales 24th May (Fri.): Durable goods report 28th May (Tue.): CB consumer confidence number 30th May (Thu.): Prelim GDP print 31st May (Fri.): Chicago PMI, Core PCE Price index, personal spending
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Sandra Van Den Ham
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4,753points to level up
@sandra-van-den-ham-2626
Artist, realtor and business owner. Soon to be just Artist and hoping for a flow of retirement income.

Active 1h ago
Joined Jan 1, 2023
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