Compare Invested Capital Average Across Equities

You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Specify up to 10 symbols:

Cross Equities Invested Capital Average Analysis

Select Fundamental

2010201120122013201420152016201720182019202020212022
FOCS1.2 B1.2 B1.2 B1.2 B1.2 B1.2 B1.2 B1.2 B1.2 B1.9 B2.2 BB2.8 B
AC434.3 M434.3 M434.3 M434.3 M434.3 M450.1 M598.5 M671.5 M662.5 M660.8 M897.4 M985.9 M906.9 M
MERR7.6 M7.6 M5.7 M6.5 M8.1 M8.1 M8.1 M8.1 M8.1 M8.1 M8.1 M9.3 M8.9 M
GBL761.8 M761.8 M753.7 M635.5 M723.6 M797.5 M356.8 M305.6 M134.5 M123.2 M153.7 M137.9 M141.6 M

Focus Financial Partners, Hudson Capital, Associated Capital, MERRIMAN HOLDINGS INC, and Gamco Investors Invested Capital Average description

Average invested capital value for the period used in the calculation of [ROIC]; and derived from [InvCap]. Invested capital is an input into the calculation of [ROIC]; and is calculated as: Total Debt plus Total Assets minus Goodwill and Intangible Assets minus Cash and Equivalents minus Current Liabilities. Please note this calculation method is subject to change.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out your portfolio center. Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Other Complementary Tools

Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go