Expert Tips - June 1, 2018
Expert Tips: Comp Tables
Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email firstname.lastname@example.org if you have any questions.
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Screen on Strategy-Focused Indices
Using the Equity Screener, click “Modify” then “Indices” and choose from over 30 indices to define the universe of stocks you’re evaluating. Strategy-specific indices such as S&P 400 Growth, Russell 2000 Value, S&P 500 High Dividend, and others are available for hyper-focused idea generation.
Show Performance Through ’08 Recession
Show a fund’s or stock’s performance through the most recent recession in 2008 with 15-year metrics. As the Financial Crisis is beyond a 10-year lookback, YCharts now includes risk and return metrics that incorporate 15 years of history and can be used across all the platform’s tools.
Analyze Model Portfolios in Comp Tables
Compare any Model Portfolios you build against mutual funds, ETFs, or benchmarks across a metric set of your choosing. Use the type-search box or click “Lists” then “Model Portfolios” to access and compare your model strategies.
Null Values Treatment in Scoring Models
When building Scoring Models, use the “Null Values” drop down to choose to use a comp set’s “Min”, “Max”, “Mean”, or “Zero” in place of a null value for any given metric. This new feature gives you control to fairly score securities with unreported metrics.
Analyze Watchlists in Comp Tables
On any Watchlist, select “Options” then “View In” to take a deeper dive into securities’ performance. Use tools such as Comp Tables, Fundamental Charts, or Timeseries Analysis to further evaluate your key holdings.
Comparable analysis is widely used to evaluate a company or fund relative to others in a similar asset class or industry. Customize your peer group to increase the accuracy of your analysis: