Compare Invested Capital 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.
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Cross Equities Invested Capital Analysis

Compare Alibaba Group Holding, and Blue Apron Holdings Invested Capital Over Time
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2010201120122013201420152016201720182019202020212022
BABA6.4 B6.4 B23.8 B66.8 B106.3 B173.1 B217 B317.9 B368.5 B528.3 B777.1 B934.4 B1008.2 B
APRN(12.6 M)(12.6 M)(12.6 M)(12.6 M)(12.6 M)(12.6 M)167.6 M391.1 M344.4 M287.2 M164.3 M135.4 M193.5 M

Alibaba Group Holding, and Blue Apron Holdings Invested Capital description

Invested capital represents the total cash investment that shareholders and debt holders have contributed to organizations. There are two different methods for calculating entities invested capital: operating approach and financing approach. Understanding companies invested capital allows investors to calculate measures of performance such as return on invested capital or return on capital employed. 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.

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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)
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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 Global Correlations module to find global opportunities by holding instruments from different markets.

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