Equities Asset Allocation Dashboard

Owned by Yash Timbadia (Unlicensed)
Jun 14, 2019
1 min read

Introduction

The dashboard shows the details of your equities asset allocation. Please login to Canopy (under analytics) for more information.

Notes:

  • Time Period for Calculations: All calculations are from the initial investment made in the security/bond till date.
  • Currency of Calculation: Unless otherwise specified all calculations are in USD. All investments in non-USD currencies are converted into USD at the prevailing spot rate (i.e. IRR will take Fx movement into account for non-USD investments).
  • PE Ratio Formula: dividing a company's current stock price by its earnings per share (EPS)
  • Price to book Distribution formula: the market price per share divided by the book value per share. The market price per share is simply the stock price. The book value per share is a firm's assets minus its liabilities, divided by the total number of shares.
  • Dividend Yield Distribution: dividing the annual dividend by the current stock price.