The data points you need are: The portfolio weight of Stock 1 and Stock 2. Calculate this by dividing the value of each position by the total portfolio value. Let's label these values W1 and W2.
Unlike common stock, preferred shares often offer fixed dividends and priority in asset distribution, making them attractive for income-focused investors. Calculating the value of preferred stock ...
use intrinsic value as their compass, seeking prospects where a stock's market price falls below what they calculate to be its actual worth. By focusing on objective measures rather than market ...
Most of the time, you calculate the cost basis for inherited stock by determining the fair market value of the stock on the date that the person in question died. Sometimes, however, the person's ...