Portfolio Management 101

What is a Stock?

What is a stock, and the stock market?

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Updated by Justin Ling

How to Choose a Stock

How do you find the right investment for you?

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Active Trading vs Portfolio Management

Choosing a portfolio strategy that matches your investment goals.

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How to start testing multiple strategies

How to use the multiple portfolios feature

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What is Portfolio Management Strategy?

How we define holding a portfolio of investments

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What is Diversification?

How to read and access your diversification score

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How to Build a Basic ETF Portfolio

How to build a starter portfolio with Basic ETFs

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Updated by Justin Ling

What are asset-classes?

An asset class is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations. The most common differentiation of asset-classes within Investments…

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What is Industry Exposure?

Industry: An industry is a group of companies that are related based on the products and services the company provides to generate revenues. Some of the largest industries in the world are Insurance,…

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What is Geopolitical Exposure?

Geopolitics: relating to politics, especially international relations, as influenced by geographical factors. Each Country is ruled by different leaders, has different rules, and has macro-economic e…

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How to read impact on diversification

With each investment you add to your portfolio, we calculate how your diversification is impacted. This gives you feedback on how to make improvements to your portfolio. Diversification. Spread the r…

Justin Ling
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What is an ETF?

Detailed description of an ETF

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Updated by Justin Ling

How to Choose ETFs

Guidelines to getting started with trading stocks and ETFs.

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What is short selling?

When you short-sell securities you are effectively borrowing the security from someone else so that you can sell it today. When you "cover short" you pay back the security. Why do this?. You would do…

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What is a Bond?

Bonds are a very common security type to add to your portfolio. Bonds add stable return with low volatility. Learn how to trade them.

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What is an Option?

Get introduced to the basics of trading options.

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What portfolio analytics are available?

Currently we provide sharpe ratio, comparison to the benchmark, portfolio composition, and the ability to filter between long and short trades. View analytics on any of your portfolios by clicking th…

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How do I compare my portfolio to the benchmark?

Select the portfolio you want to compare to. Select "Portfolio Analytics." Your portfolio is automatically compared to the S&P 500.

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What is Volatility?

Volatility measures how much the returns of your portfolio fluctuate on a daily basis. You want to try to minimize the volatility of your portfolio to demonstrate you can make consistent returns. Not…

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What is Return?

Examples and explanation for rate of return

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What is Sharpe Ratio?

EquitySim’s ranking uses Sharpe ratio. But what is Sharpe Ratio?

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How to Improve Sharpe Ratio

An in-depth look at Sharpe Ratio

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How do I measure risk?

Understanding your risk profile is like quantifying your ability to sleep at night. You may be comfortable with taking more risk on your investments, thirsty for a bigger gain; or you may prefer to t…

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What are average excess returns?

The Sharpe Ratio score uses average excess returns to calculate your profit performance. Total Returns. Total return displayed on your portfolio page calculates the total profit you have generated si…

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Updated by Justin Ling

What is a good Sharpe Ratio?

What Sharpe Ratio should you aim for?

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