Tag: investments

Best Stock of 2017

Posted on | by equitystat

The best S&P 500 stock of 2017 was Align Technology.  It was up 135.6%.

You can see the list of best stocks here:

https://www.benzinga.com/general/education/17/12/10968828/10-best-stocks-of-2017

How did your investments do in 2017?  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.

 

Worst Stock of 2016

Posted on | by equitystat

According to the Wall Street Journal the worst S&P 500 stock of 2016 was Endo International.  It was down 73%.

You can see the list of worst stocks here:

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

How did your investments do in 2016?  What was your worst 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.

Investor, Stock & Personal Finance Conferences 2016

Posted on | by equitystat

Here is a schedule of investor, stock, money and personal finance conferences for 2016.

January 18-20, 2016

Advanced Personal Financial Planning Conference – Las Vegas
http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/PersonalFinancialPlanning/PRDOVR~PC-PFP/PC-PFP.jsp

February 9 – 10, 2016

Finovate Europe – London
http://europe2016.finovate.com/

February 10-12, 2016

Technology Tools For Today (T3) – Ft. Lauderdale
http://www.technologytoolsfortoday.com/conferences

February 21-23, 2016

The Traders Expo New York
http://www.moneyshow.com/conferences.asp

February 26, 2016

MIT Sloan Investment Conference
http://www.sloaninvestmentconference.com/

March 2-5, 2016

The MoneyShow Orlando
http://www.moneyshow.com/conferences.asp

March 13-16, 2016

Mutual Funds and Investment Management Conference – Orlando
https://www.ici.org/events/upcoming/conf_16_mfimc

March 16-17, 2016

CFA Institute Conference: Wealth Management
https://www.cfainstitute.org/learning/events/Pages/03162016_118419.aspx

March 29-30, 2016

FinDevR New York
http://newyork2016.findevr.com/

April 28-29, 2016

Value Investor Conference – Omaha
http://www.valueinvestorconference.com/

April 25-28, 2016

FPA Retreat – Phoenix
http://fparetreat.org/

May 9-11, 2016

The MoneyShow Las Vegas
http://www.moneyshow.com/conferences.asp

May 10-11, 2016

Finovate Spring – San Jose
http://spring2016.finovate.com/

May 19-22, 2016

Better Investing National Convention – Washington DC
http://www.betterinvesting.org/public/singletabs/event+listings/nonmembereventdetail.htm?eventurl=%2fmembers%2ftools%2fevents%2fnational%2f2016binc.htm

May 24-27, 2016

Strategic Investor Conference – Dallas
http://www.mauldineconomics.com/sic-2016/

June 13-15, 2016

MorningStar Investment Conference – Chicago
http://corporate1.morningstar.com/Morningstar-Investment-Conference/

August 25-27, 2016

The MoneyShow San Francisco
http://www.moneyshow.com/conferences.asp

September 8-9, 2016

Finovate Fall – New York
http://fall2016.finovate.com/

September 13, 2016

Delivering Alpha – New York
http://www.deliveringalpha.com/delivering-alpha-ii/

September 16-17, 2016

The MoneyShow Toronto
http://www.moneyshow.com/conferences.asp

September 21-24, 2016

FinCon – San Diego
http://finconexpo.com/

September 22-23, 2016

The All-Stars of Options Trading
http://www.moneyshow.com/conferences.asp

October 20-21, 2016

The MoneyShow Dallas
http://www.moneyshow.com/conferences.asp

November 17-19, 2016

The Traders Expo Las Vegas
http://www.moneyshow.com/conferences.asp

Changing Columns in Your Portfolio

Posted on | by equitystat

By default we display a pre-configured set of columns for your portfolio.  If you desire you can easily change the columns that are displayed in your portfolio.  To do this click the Options link at the top of your portfolio and choose the Change Columns menuitem.

Change Performance Metrics in EquityStat's Investment Portfolio Manager
Change Columns In Your Portfolio

Clicking the Change Columns menuitem will display a list of columns that are available and a list of columns your are currently using.  You can add and remove columns as well as change the order of your columns.  If you want a description of a column, just click on the column in either of the lists.

When you are finished change your columns, click the Change button to save your changes and get back to your portfolio.

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.