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  • Что нового ? | Investcalc

    WHAT'S NEW ? 27.02.2021 To be fixed: After changing the table in edit mode, the update in the table header occurs when exiting and re-entering. Updating in the list of tools after editing occurs after exiting and re-entering the application. About the app What's new ? Download on Google Play

  • ИНВЕСТОР ИЛИ СПЕКУЛЯНТ? | Investcalc

    WHAT ARE YOU, AN INVESTOR OR A SPECULATOR ? Without going into the history of dividing traders into investors and speculators, let us briefly highlight the features. Investor position: An investor considers equity investments to be participation in a business with the objective of preserving or increasing capital. ​ A balanced portfolio of shares guarantees you profits in the form of dividends. Joint stock companies to exist as a type of business to make a profit. Co-owners are interested in the success of the business to make even more profit, which means that you too will receive a commensurate portion of the profit together with them on the right to own "part of the property" in the form of a block of shares. The share price, in most cases, increases over time. Factors that increase the price: business is expanding, profit is growing, promising expectations. Relative reliability of investments Shares are not depreciated over a long period of time as used goods, but rather are intended to preserve and increase the capital. A successful company uses part of its profits for equipment repair and development and maintains a proper level of serviceability. Relative stability of receiving profit in the form of dividends. Dividends are paid annually, once every six months or quarterly, and additionally by decision of the Board of Directors. As a rule, the annual income is almost 1.5-2 times higher than the bank deposit. ​ ​ The position of a speculator: The purpose of the speculator is to obtain capital gains in the shortest possible time, using fluctuations in the price of the asset. Large annual income in case of successful and experienced trading 1(100, 400 and more %). Due to the use of borrowed funds (leverage), shorts of shares with a leverage, a speculator can get profits from trading many times more than using only his own funds. But it also increases the risk of losing your funds many times if you choose the wrong price direction. Relatively more reliable way to gain profit than playing "casino", with the proper level of training. To be a successful speculator you need to keep your hand on the pulse of stock and economic news at all times. Great risk to lose your investment. As a rule, speculators play among themselves, and only a small part of those who understand technical and fundamental analysis with a large database of experience win.

  • Forum | Investcalc

    To see this working, head to your live site. Categories All Posts My Posts Create New Post Фондовый рынок Где пора усредниться. Не принимать как рекомендацию. subcategory-list-item.views subcategory-list-item.posts 5 Follow Все про усреднение Делитесь мыслями, идеями, задавайте вопросы. subcategory-list-item.views subcategory-list-item.posts 0 Follow Приложение Investcalc Обсуждаем проблемы, пишем хотелки. subcategory-list-item.views subcategory-list-item.posts 0 Follow New Posts allexxic Aug 13, 2021 Башнефть Фондовый рынок Башнефть проснулась после затяжного спада. Недавно была немного докуплена. Продолжаем наблюдение. Like 0 comments 0 allexxic Aug 13, 2021 Норникель Фондовый рынок Взял (33%) на 24600 Like 0 comments 0 allexxic Aug 13, 2021 Аэрофлот Фондовый рынок Купил немного (33%) пока на лоях. Планирую подбирать на просадках. Придет и ей время стрельнуть. Like 0 comments 0 Forum - Frameless

  • Мобильное приложение Investcalc

    Description: ​ No registration required. Supported languages: English, German, Russian Instruments screen - Creating a list of purchased stock market instruments. - Showing the current and best average price indicator from the calculations of the table of transactions. ​ The screen of the table of trades The table calculates the average price and other indicators for transaction records, including full sales and short positions, taking into account commissions, taxes, dividends, other expenses and income. Output of the main calculation indicators for the instrument: the number of the instrument, the average price, the value of the asset, the current profit relative to the current price on the exchange - Convenient addition of entries to the table for completed transactions, received dividends, and other expenses for the instrument. - Calculation of dividends and dividend share as a percentage relative to the average price. - The ability to edit input data in the table, insert and delete rows, and shrink the table when it is too large. ​ The calculation screen - Overview of 3D graphics based on Avg = f (Q, P) - the average price (Avg) of the number of lots (Q) and price tool (P) will clearly choose the point to buy or sell the instrument. - Interactive calculation of one of the parameters by changing the rest when planning a transaction. - Calculation of the planned amount of the purchase or sale operation. - Calculation of the credit amount for sales with short positions. - Ability to set a limit on the amount to buy or sell. Setting screen - Change of languages: English, German, Russian - Setting a login password - Ability to export and import data. - Choose to display the number of tools in pieces or lots. - Developer feedback Built-in help Each window in the application contains a built-in help with a description of the window's functionality. The Investcalc app helps investors calculate the average prices of purchased instruments in exchange trading (stocks, futures). All completed transactions, dividend payments, commissions and other expenses are taken into account. Allows you to clearly see the progress of changes in the average price. Provides a three-dimensional graph of the dependence of parameters such as: average price, number of lots and lot price with the ability to interactively calculate any of the parameters by changing the others. MOBILE APPLICATION INVESTCALC About the app What's new ? Download on Google Play Приложение Экс стратегия EXTREME AVERAGING STRATEGY USING INVESTCALC The extreme averaging strategy is described here. 1. Having made a large enough purchase of a block of dividend shares in your portfolio, we make a note in the table in the annex. In the example, 100 lots were bought at the current price of 88. In the table we get the row of transaction with the average price 88. In this example, the calculation is performed without taking into account the commissions of the transaction, otherwise the average price after the calculation would be a little higher. 2. Having reached the points of sale at the supposed peak of the chart, in the example 92.5 we calculate the necessary amount of securities for sale in the application by clicking the "Calculation" button . Specify the desired sale price in the calculation window (P = 92,5). The purpose of the calculation is to find out how many shares will be required to sell in order for the calculated average price to be close to 0 (in the example, let us assume that it is not negative). Check the checkbox above the calculated parameter - the average price of Avg. Scroll down the stock slider with a "-" (sell) sign until the average price calculation field shows us a minimum price close to 0 (not negative in our case). In the calculation we get an average price of 2.5 in the currency of sale, and the window quantity shows us the value in "-95" lots. This is the amount of securities, at a given price, necessary for the sale, so that the average price of the remaining shares is close to or equal to 0. If the number is 1 lot more (-96), the average will be negative (-20), which would also be great and would mean that we will already get super profits from each lot of the remaining 20 units of currency. After the sale, we add a row to the table at the price of the transaction to be calculated within the table. It is possible that the current sale price will be different from the desired one and the number of transactions may be more than one and at different prices (then several rows are added to the table). As a result of the sale, we have 5 lots of shares in the balance at an insignificant average price of 2.5. 3 . At the point of expected purchase of 75 (below the selling price or at the bottom peak of the chart in the channel) you can calculate the required number of lots based on the revenue received on the sale or the desired amount. For example, we use the amount of proceeds from the sale, which in the table is 8767.5. In the calculation window at the bottom check the limit of the amount, enter the desired amount of the purchase. Select "-" by clicking the button (purchase). We put the price of 75 and check the average price change. Rotate the lot slider to increase until the green indicator (where the red arrow) appears to reach the amount limit condition. In this case, the lot counter will stop changing. The obtained amount will return one step back as on the next screen, which is the calculated value. 4 . Repeating the methodology of points 2 and 3, we gradually accumulate the required number of shares of the instrument with an average price close to 0. In our example, at 10 points of the transaction we have 63 lots at an average price of 0.92063. Then in the window of the list of instruments under the name Noname we see that the last operation was a sale (-98), after which we have 63 lots with an average of 0.92063. Figures 179 and 48,899 mean that before that the best combination (by average and number) in the table was 179 lots with an average of 48,899. In this case, the best combination can not have a number of lots smaller than the current one. The green colored average price shows that the last trade has the best result in the table. Как использовать график HOW TO USE THE CHART OF THREE KEY TRANSACTION PARAMETERS SAMPLE PURCHASE CALCULATION ​ Data: Number of shares - 10 The average price is 52 The current price is 75 Task: calculation of a profitable purchase transaction. Decision: Here is the inverse relationship than in the sales example above. Green is a profitable buying segment with almost linear characteristic of the average price change. On this site, the average changes with less speed and tends to the purchase price of 75, but will not exceed it at any amount in the transaction. We get that, from a purchase quantity of about 35 or more, we would get an advantageous result in terms of quantity ratio and average price change. At 35, the average price would be 69.89. Install on Google Play SAMPLE SALES CALCULATION ​ Data: Number of shares - 40 The average price is 72.25 Current price - 79 Task: calculation of a profitable sale transaction. Decision: Dependence of the average price at a fixed price (above average) on the number of instruments is a non-linear dependence curve. The curve can be divided into 3 sections (see the picture on the right): green - the buying position, yellow - a transitional section of the sales position, orange - a profitable section of sales with a steep characteristic of the average price change. Using the slider to change the amount in a deal, move the marker to the beginning of the orange segment. We get that, from a sale amount equal to (-30) and lower, we would get the best result on changing the average price. At -30, the average price would be 52. Taking into account the current quantity of 40 pieces and the need for balance, the most advantageous will be sales of 30 to 39 pieces. At maximum sale with the balance (-39) the price of the average balance (1) will be equal to (-191). The closest to zero positive average (11,5) will be at -36. Mathematically, going to short (-41), at first will greatly increase the average price (349). For example, if you sell in short by double value (-80), the average will be 85.75. Подписка на публикацию

  • Strategy to reduce or zero the average share price | Investcalc

    STRATEGY OF AVERAGING The average price is calculated as the balance sheet result of all cash inflows and outflows for this instrument divided by the current amount of the instrument in the portfolio. ​ ​ ​ ​ ​ ​ ​ The strategy of decreasing the average price (ideally, zeroing the average price) of an instrument serves the purpose of receiving the maximum profit from dividends as a result of obtaining the best ratio of dividends (per unit of instrument) to the average price of an instrument, as well as to ensure guaranteed break-evenness of own investments in an instrument in case of an unforeseen decrease in the real price. The strategy is to manipulate the purchase and sale of a certain estimated amount of an instrument at the points optimal for trading, while you always have a certain target part of the instrument for which you plan to receive dividends. ​ If you own a certain package of instruments with dividend yield and zero average price, you will annually receive only net profit from dividends. Simply put, you will own company assets that have paid off in full and bring you passive income. ​ Examples of the payback period of an investment in an instrument (assuming that the dividend per share is constant for the entire period) : Without an averaging strategy: - The average annual dividend per share is 8% of the real price - the investment will pay back only after 12.5 years. By strategy of averaging: - Average annual dividend per share is 20% of the average price - the investment will pay back in 5 years + time to average. - The average annual dividend per share is 1/3 of the average price - the investment will pay back in 3 years + time to average. - Average annual dividend per share is equal to the average price - within a year you will receive 100% of dividend profit and thus will recoup the investment. Payback period is 1 year + time for averaging. ​ As you can see from the examples with the strategy, the time for averaging remains an unknown value. It depends directly on your abilities as a trader, on your knowledge of technical and fundamental analysis, and on the application of mathematical calculations, which will be discussed below. ​ Extremely unlikely mathematical example of averaging and ultra-fast payback period: You have justified expectations (or have information from an insider) of a near 3-fold increase in the share price. Having marked the desired target number of shares in the amount of 100 lots, you buy a block of shares that exceeds the target number by 3 times, i.e. 300 lots. After successful forecast and price rise by 3 times, you sell 2/3 of the asset, leaving 100 target lots with an average price of 0 and fully refund your investment. Calculation: Number of lots = 300, investment = (300 * price ), Profit = (300 * price ) - (200 * (3 * price )) = - (300 * price ) = - investments Total: Number of lots = 100, with average price = 0. Transactions on receipt of cash inflows by the instrument: - buying operations - buying and selling commissions - tax charges - other expenses (brokerage service, etc.) Transactions on receipt of cash outflows by the instrument: - sales operations - dividends - other profits Практические способы усреднения PRACTICAL WAYS OF AVERAGING The price of the tool rises or falls as a rule in a certain channel and has a wave shape with maximum and minimum peaks. The goal is to try, using mainly technical analysis, to buy at the peaks below and sell at the peaks above, regardless of the channel direction. You can also use different indicators to help, as an example of a simple one - the Seller and Buyer Power Indicator (RSI). You can trade on channels of different time periods. For beginners, it is better to use channels with distinct waves of a large time period , such as a clock. In this case, the frequency of transactions for one instrument will be from a couple of times a day to once a week. Practice shows that it is better to buy and sell in portions with several bids with a difference of, for example, 0.5 - 1% to "feel" peaks with the best price. The average price is considered based on the target amount of the instrument and will change upwards when buying and downwards to 0 (even negative with a small balance) after the sale. There is no need to sell the entire tool. This will certainly lead to a lower average, but there is a risk that after selling, the price will go even higher and you will worsen your average. But in principle, with full confidence, nothing prevents you from selling even more than you have securities (included in the short) for an ultra-fast decline in the average. Выделение процентной доли ​ ​ TARGET SHARE AVERAGING Here you can select 3 variants, which depend on the availability of free funds for transactions. 1. No additional funds, everything is invested in the target package. In this option, transactions are made towards the sale of part of the package (for example, up to 20%) and buy back to the target amount (100%). 2. There are certain tools with the ability to increase the package, for example, up to 150%. In this variant, transactions are made both towards sales (say, up to 50%) to reduce the package and towards purchases to increase (say, up to 150%). 3. There are means to increase the package, for example, by 2-3 times or more. In this option, transactions are made towards purchases (the package increases to 200-300% and more), sales restore the package to the target (100%). In Variant1, you do not risk freezing your free funds when the price goes down, but at the same time you may miss the maximum dividends. In Variant 3, you are guaranteed to receive all dividends and is still possible plus in case of excess, but there is a risk of freezing a large amount of free funds for a long time if the price falls. Variant 2 is more flexible, it can have both of the above options, may be not so expressed. It is more optimal in terms of risk and profit. This option has the highest trading range and therefore more profit from the trades. Let's look at Variant 1 as an example, as it is simpler and clearer to understand. The chart and table on the left side shows the transactions with a percentage share for trading 80%, and on the right side 50%. Table of buy/sell transactions 80% of shares from initial purchase Table of buy/sell transactions 50% of shares from initial purchase Conclusions by examples: - If you choose a larger share (80%), even if the price falls, you can keep the average below the real one and breakeven. - During the same period, the current profit of the full package (100 ) compared to the current price (82) is almost 2 times different (3000 and 1650). - In the example on the left, all purchases, not counting the first one, are above the current average and therefore pull the average from the bottom to itself, but never the average will be above the point of purchase for any number of lots. In the example on the right, all purchases up to point 7 are below the current average and therefore pull the average down but never the average will reach the Buy point with any number of lots. Hence the conclusion - only a preliminary big Buy and the subsequent big Sell can lower the average below the Buy points, but it is necessarily above the current average. This requires a fairly large free amount. But, being fond of averaging, there is a risk to freeze your funds for a long time waiting for the price increase. - It's fair to say the opposite, sales above the average decrease it, sales below the average increase it (points 6 and 8 on the right). - The greater the difference between the average price and the points of sale or purchase, the greater the change in the average for the same number of transactions. - Decrease in the average on the left chart has strongly pronounced average drawdowns and from 8 points the average comes close to 0 and even goes far in the negative direction with the remaining part of the package at 20%. The method of extreme averaging described below can be practiced on this mathematical pattern. Экремальная стратегия EXTREME AVERAGING STRATEGY ​ Alternatively, you can follow the method of gradual tool set with zero average or small value. The goal of the strategy is a methodical periodic accumulation of an instrument with an average price of 0 or close to zero starting from the first sale. Successful purchase and sale transactions achieve a gradual increase in the number of shares with a price close to or equal to zero each time. ​ Method of accumulation: ​ 1.Buy a stock package at a good entry point (with a growth forecast) for a sufficiently large amount of shares. The ratio of the share lot price to the purchase amount the less it will be, the more you will see the process. It is desirable to have a ratio of lot price to the sum of purchase less than 0.01 (1%). The share price chart should have a periodically changing character, there should be a channel in which changes will have amplitude more than 1%. At a point of sale with profit you sell such number of lots with the remaining part of shares having the average price close to zero. These shares have been repaid and will generate net dividend income; and whatever the price of these shares is, you will not lose your investment. At the point of purchase, ideally below the last point of sale (but not necessarily if the paper is expected to grow), the maximum number of lots will be purchased for the amount (or the amount that you can afford) generated by the last sale. Repeat points 2 and 3 and accumulate the package you need with an average price around zero and get a net dividend.Of course, there's no such thing as just accumulation in each cycle, but the trend should be positive. With the right and confident trading, you can trade extremely quickly, but with greater risk, by this technique, get a package of shares with an average price around zero or below.The table below shows how an extreme averaging calculation would look like using the same chart and deal points. To track the process and calculate the required number of lots in sales and purchases, you can use the application Investcalc .​ Table of Buy/Sell transactions by extreme strategy At point 10 we already have 63 lots of securities at an average price close to zero (0.92), which will not be affected by changes in the real price, and which will bring only net dividends. Instructions on extreme strategy in the application Investcalc. Усреднение с уровнем AVERAGING WITH MAINTAINING THE DESIRED AVERAGE PRICE LEVEL AGAINST THE REAL PRICE The method is suitable for those who periodically (for example, on a monthly basis) contribute new funds to the investment and want to receive from dividends, for example, not 10% per annum but 20%. For example, the calculation of the annual percentage will look like (for simplicity, we do not take into account tax): (Total dividend per share per year ) / (Current share price) * 100 = 10% In order to get 2 times more percent per annum (20%) it is necessary to reduce the price by 2 times by changing the average price. Calculation in figures: Average annual dividend per share = 10 Current share price =100 Profit in % p.a. is 10 / 100 * 100 = 10% Profit in % p.a. relative to average price (50): 10 / 50 * 100 = 20% Since this method constantly "feeds" funds to increase the package, the average price when adding will tend to increase. The task is to keep it at the calculated level based on the real price. In mind to do such calculations is inconvenient, in this will help the application Investcalc . Below are two examples of calculating transactions to maintain the required level of the average price (half of the real price) on the already familiar chart. Only initially we will have a stock of 100 lots with an average of 47.5. Let's draw average price lines in a descending and ascending channel. With respect to these lines, let us draw the necessary average lines as a half of the real price. For an example of maintaining the calculated average price, you can use the methods of allocating the share of the package for trading, with the difference that the transactions will be calculated with the necessary average price. In the first option, the share of trade will go in the direction of buying, sales will determine the average price. Purchases in transactions will be limited to 200% (maximum 200 lots), transactions for sales will agree to take such which will give the average <= calculated on the line. In the second option, the share of trade will go in the direction of sales to an average close to 0. Purchases in trades will be calculated to the average price <= calculated on the line You can also use both options, and at the right moment (before the dividend cut-off) average to the desired value. Table of trades with average price "average 1" Table of trades with average price "average 2"

  • Investcalc | Application for calculating the average share price

    ABOUT THE PROJECT It is not difficult to become an investor – you just need to invest your free funds on the stock market in investments that bring dividends. ​ The level of dividends, break-even and potential of an asset depends on the average price of the asset. ​ Here we consider methods for increasing the percentage of the dividend to the price of the instrument. ​ The Investcalc app will help you control the process and make calculations Investcalc .

  • ИНВЕСТОР+СПЕКУЛЯНТ! | Investcalc

    INVESTOR + SPECULATOR = SUCCESSFUL INVESTOR It is customary to divide traders into investors and speculators, but why limit the investor from the advantages of speculative trading? The investor remains an investor, but can make more profit if he uses periodic share price fluctuations as the speculator does. The goal remains the same - to own part of the business in the form of a block of shares and receive profit in the form of dividends. But there is an advantage - you do not get income relative to the real price at the moment, but the average price that you get by speculative trading to lower the average price. To do this, you need to follow the strategy of lowering the average share price . Your annual income will be more than two times higher than that of a classic "dividend" investor, and for example, will be 20% or 100% (with an average of about zero). In an ideal combination of circumstances, with an average price of about 0, you will receive just a portion of the net profit of the company, as it happens when buying a business when it has fully paid off. Having a package with a low or zero average price, there is no need to worry about share price fluctuations, as it is almost impossible to get into a loss.

  • Investcalc | КАРТА САЙТА

    КАРТА САЙТА ABOUT ​ WHAT ARE YOU, AN INVESTOR OR A SPECULATOR ? ​ INVESTOR + SPECULATOR = SUCCESSFUL INVESTOR ​ STRATEGY TO REDUCE OR ZERO THE AVERAGE PRICE ​ PRACTICAL WAYS OF AVERAGING ​ TARGET SHARE AVERAGING ​ EXTREME AVERAGING STRATEGY ​ AVERAGING WITH MAINTAINING THE DESIRED AVERAGE PRICE LEVEL AGAINST THE REAL PRICE ​ MOBILE APPLICATION INVESTCALC ​ EXTREME AVERAGING STRATEGY USING INVESTCALC ​ HOW TO USE THE CHART OF THREE KEY TRANSACTION PARAMETERS ​ SEARCH... ​ FEEDBACK

The information on the site is of informative nature, does not guarantee the profitability of investments. Decisions are made by the investor himself. Under no circumstances shall anyone consider this information as a recommendation to conclude a contract on the securities market or any other legally binding action. The website administrators shall not bear any responsibility for any losses or expenses connected directly or indirectly with the use of this information. The information contained in the website shall be valid at the moment of its publication, and the editors shall be entitled to make any changes in the information at any time. The results of past investments do not determine future returns and the state does not guarantee a return on investment in the securities. We warn that securities transactions are associated with various risks and require appropriate knowledge and experience.

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