| 52 Week Rng | - |
| Market Cap | - |
| Avg Volume | - |
| 1M Volatility | - |
| Short Ratio | - |
| P/E Ratio (TTM) | - |
| P/E Ratio (Fwd) | - |
| P/B Ratio | - |
| Div & Yield | - |
Jusuf • Aalto Investment management game (Fall 2021) • Nov 2021
Stocks with below industry average PE and PEG ratios are selected for long positions.
InvestInVests • Aalto Investment management game (Fall 2021) • Nov 2021
One of the leaders in the financial sector and has an ESG rating of AA. Therefore fits our strategy.
dimitri0071 • Starting Small • Nov 2021
Automatic trade executed by Stockfuse to ensure margin compliance.
roi_ukon_saasto_salkku • Aalto Investment Management Game (Fall 2020) • Dec 2020
Adjusting our portfolio weights to meet our target leverage and short-leg, long-leg ratios. | Leverage 1,5 | Short-leg ratio 40% | Long-leg ratio 60% | Equal weights within positions |
IJFund • Aalto Investment Management Game (Fall 2020) • Nov 2020
BK, long position. The IJ Fund aims to build a low-beta portfolio, composed of undervalued stocks. BK has suffered in the face of the crisis but has managed to maintain its strong position in the US financial services industry. Currently, it has a PE ratio of 7.5, which is half of its historical average of 15. Investors are paying very little for the stock in relation to its earnings. The fund’s management considers a stock price of $50 as a fair value of the company. The company has a beta of 1.02, which is slightly above the fund target beta. The market capitalization is $35.4Bn.The company industry classifies as Financial Services.
VastuullinenNyrkki • Aalto Investment Management Game (Fall 2020) • Nov 2020
Large Asset Management & Custody Banks and one of the 10 largest banks in the US by assets. Leader MSCI ESG rating (AA) placing in top 27% in the industry. Fairly low Sustainalytics ESG Risk score (22.6) considering the industry standards. Beta (1.02) is in line with portfolio average.