Whois & Analysis for stockopedia.com

Modern portfolio theory (MPT), or mean-variance analysis, is a mathematical framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk, defined as variance.

Its key insight is that an asset's risk and return should not be assessed by itself, but by how it contributes to a portfolio's overall risk and return.

Active management (also called active investing) refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index.

In passive management, investors expect a return that closely replicates the investment weighting and returns of a benchmark index and will often invest in an index fund.

Economic value is a measure of the benefit provided by a good or service to an economic agent.

It is generally measured relative to units of currency, and the interpretation is therefore "what is the maximum amount of money a specific actor is willing and able to pay for the good or service"?.

In finance, momentum is the empirically observed tendency for rising asset prices to rise further, and falling prices to keep falling.

For instance, it was shown that stocks with strong past performance continue to outperform stocks with poor past performance in the next period with an average excess return of about 1% per month.

Momentum signals (e.g., 52-week high) have been shown to be used by financial analysts in their buy and sell recommendations.

The stock (also capital stock) of a corporation is constituted of the equity stock of its owners.

A single share of the stock represents fractional ownership of the corporation in proportion to the total number of shares.

In liquidation, the stock represents the residual assets of the company that would be due to stockholders after discharge of all senior claims such as secured and unsecured debt.

Stockholders' equity cannot be withdrawn from the company in a way that is intended to be detrimental to the company's creditors.