Tag: stocks

Best Stock of 2016

Posted on | by equitystat

According to the Wall Street Journal the best S&P 500 stock of 2016 was Nvdia.  It was up 224%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2016/12/30/5-best-performers-in-the-sp-500-in-2016/

How did your investments do in 2016?  What was your best stock?  If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio/account as well as the performance of each individual investment.  EquityStat tracks the annualized return, year to date return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments.

Many online brokerages and mutual funds track an individual stock or mutual fund’s performance but you cannot get the overall return of all your stocks or mutual funds.  With EquityStat not only can you get the return each investment, you can also get the return for your entire account.  This way you know how well your investments are performing at any time.

 

 

 

Ditch the Stock Spreadsheet

Posted on | by equitystat

Many investors keep their stock portfolios in a spreadsheet. With a spreadsheet they can keep track of their investments and also calculate some performance metrics. This is a quick and easy way to track their investment portfolio’s net-worth without having to go to the websites where their stocks or mutual funds are held. In addition a stock spreadsheet is secure where only the owner of the computer has access to the stock spreadsheet.

In spite of the convenience, there are several drawbacks to using a spreadsheet to track your investments. One drawback is how do you update the prices for each investment in your portfolio? If you manually enter the prices, this could be a daily chore that is time consuming. You could use a stock service to provide real-time stock quotes. However, implementing this in a spreadsheet is not trivial. Also, what do you do if the stock service changes their user interface or the stock service goes down?

Another drawback to stock portfolio spreadsheets is you can only view your portfolio on the computer where the spreadsheet is located. If you have the spreadsheet on a home computer, you can’t view your portfolio at work. In addition if you have multiple computers and tablets at home you can only view your spreadsheet on one computer.

EquityStat’s portfolio manager was created to alleviate the problems of a spreadsheet. With our portfolio manager you can instantly see the real-time value of your investment portfolio. There is no need to enter the daily prices and you can let us worry about interfacing with the stock quote service.

Also, with EquityStat you can view your investment portfolio on any computer or device that supports a web browser. You can view your portfolio from home or work 24 hours a day, seven days a week. In addition you can view your portfolio on a Windows or Apple computer as well as any tablets like iPads.

EquityStat’s portfolio manager also provides many performance metrics such as annualized return, year-to-date return, quarterly return and average price per share.

You can learn more about EquityStat’s features here.

Best and Worst Stocks of 2015

Posted on | by equitystat

According to the Wall Street Journal the best stock of 2015 was Netflix.  It was up 134%.  The worst stock of 2015 was Chesapeake Energy.  It was down 77%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2015/12/31/5-best-performers-in-the-sp-500-in-2015/

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2015/12/31/5-worst-performers-in-the-sp-500-we-only-counted-energy-stocks-once/

How did your investments do in 2015?  What was your best stock?  What was your worst? If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio as well as the performance of each individual investment.  EquityStat tracks the annualized return, year to date return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments and what are your worst investments.

How did your investments do in 2014?

Posted on | by equitystat

According to the Wall Street Journal the best stock of 2014 was Southwest Airlines (LUV).  It was up 123%.  The worst stock of 2014 was Transocean (RIG).  It was down 62%.

You can see the list of best stocks here:

http://blogs.wsj.com/briefly/2014/12/31/5-best-stocks-of-2014/

You can see the list of worst stocks here:

http://blogs.wsj.com/briefly/2014/12/31/5-worst-stocks-of-2014/

How did your investments do in 2014?  What was your best stock?  What was your worst?

If you are not tracking your investment’s performance, consider using EquityStat.  With EquityStat you can track the overall performance of your portfolio as well as the performance of each individual investment.  EquityStat tracks the annualized return, daily gain, overall gain and many other metrics of your investments.  With these metrics you can easily determine what are your best investments and what are your worst investments.