Weights by sector based on current portfolio allocation.
| Market Value | $0.00 |
| Cost Basis | $0.00 |
| Gain / Loss | $0.00 (0.00%) |
| Holdings | 0 |
| 5Y CAGR (Portfolio) | â |
| 5Y CAGR (S&P 500) | â |
Total: 100%
Choose how to build your portfolio.
Adjust the parameters below to generate a tailored portfolio from one sector.
Set the percentage for each sector (total will be normalized to 100%).
Total: 0%
Add tickers one at a time to build your portfolio.
| Ticker | Price | Weight (%) | Shares | Cost Basis ($) | Value |
|---|
Model portfolios you can load and customize. Click a row to load.
| Name | Description | 5 Year Historical CAGR | Income | Actions |
|---|
Enter a ticker symbol to add to your portfolio.
Create a PDF instruction letter for your brokerage.
Load a portfolio and run Recalculate to see 5-year performance.
For educational purposes. Consult a tax advisor before making investment decisions.
Missing cost basis values
You are limited to 2 user portfolios at the moment. If you want more, send a message to your account manager - ndevnani
Paste JSON below or choose a file. Expected format: {"allocation": [{"ticker": "AAPL", "weight": 10}, ...], "name": "...", ...}
Changing the total investment amount will automatically adjust the number of shares for each holding based on the current allocation percentages.
What will change:
Use The Portfolios page to learn how to create, save, and analyze portfolios. Hover over the icons to learn how to use this page and explore historical performance and projections, as well as library portfolios and your own.
Import, Save, and Delete are available after you sign up for a free account.
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The same historical chart opens from the View 5-Year Historical Performance button below the Executive Summary table.
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Past performance is not indicative of future results.
The historical performance data shown in this chart represents past market performance and is provided for informational purposes only. Past performance does not guarantee future results.
Investment returns and principal values will fluctuate, and you may experience gains or losses when you sell your investments. All investments carry risk, including the potential loss of principal.
Before making any investment decisions, please consult with a qualified financial advisor and consider your own financial situation, risk tolerance, and investment objectives.
Review the recommendations below. Copy this text to send to your brokerage for discussion.
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GBM models stock prices using the equation: dS = ÎŧS dt + ĪS dW
âĸ Îŧ (mu): Expected annual return (drift/growth term)
âĸ Ī (sigma): Volatility (random term)
âĸ The vertical line marks where growth term = random term (ÎŧS dt = ĪS dW)
Choose a projection method to forecast your portfolio's future value
Simple growth projection with fixed CAGR and monthly contributions
Stochastic model with volatility and drift for realistic projections
Advanced simulation with regime-switching, fat tails, and jump risk
GBM models portfolio value using the equation: dS = ÎŧS dt + ĪS dW
âĸ Îŧ (mu): Expected annual return (drift/growth term)
âĸ Ī (sigma): Volatility (random term)
âĸ The vertical line marks where growth term = random term (ÎŧS dt = ĪS dW)
Default: 2 regimes (Normal, Stressed). Stressed regime has 1.8x volatility and 0.7x returns.
This calculation estimates your annual dividend income based on current dividend yields. Actual income may vary due to dividend changes, stock price fluctuations, and company policies. Dividends are typically paid quarterly and may be subject to taxes.
Select clients to combine into one overall portfolio values report.
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A summary of portfolio value, liquidity, budget capacity, debts, and near-term goals.
Cash and money market amounts by account.
Drawdown from 1-year high for stocks in your portfolio.
Potential income generating trades for your top holdings (Cash Secured Puts & Covered Calls).
Scanning option chains...
| Ticker | Strategy | Action | Prem. ($) | Break Even | ROI (%) | Ann. ROI (%) |
|---|
AI-driven insights on rebalancing and new opportunities.
Analyzing portfolio...
Stocks in your portfolio with significant drawdowns or underweight allocation.
Companies not in your portfolio that might enhance diversification or returns.
Select portfolios to compare their performance and risk metrics.
Select at least two portfolios to see the comparison.
| Metric |
|---|
Comparing portfolios...
Copy these instructions to send to your broker for execution.
Invite another user to collaborate on this portfolio.
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Double-click on any page (outside buttons and links) to choose Post-it or Highlighter. Post-its are notes; Highlighter lets you mark text in yellow. Annotations are kept on the page or stock/portfolio where you created them.
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Click a term to open its definition in a modal.
towerhedge.com is an experimental investment research platform. It is currently under development and will contain bugs and incorrect data during this time. It is not personalized financial advice. Consult with a qualified professional for your own personal financial and investment needs. Investing carries risks that can result in financial losses.
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For questions, feedback, or support inquiries, please reach out to us. We value your input and strive to improve the platform based on user feedback.
We respect your privacy. This platform collects minimal data necessary for functionality. We do not sell your personal information to third parties. Your portfolio data is stored securely and is only accessible to you.
By using towerhedge.com, you agree to use the platform responsibly and acknowledge that all information provided is for educational and research purposes only. This is not financial advice. Past performance does not guarantee future results.
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Project revenue from drivers, apply margins, then use resulting FCFs in DCF.
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | |
|---|---|---|---|---|---|
| Revenue | â | â | â | â | â |
| Gross profit | â | â | â | â | â |
| EBITDA | â | â | â | â | â |
| Net income | â | â | â | â | â |
| FCF | â | â | â | â | â |
Estimate future stock price from future revenue, net margin, P/E ratio, and shares (with dilution) over a time period.
| Year | Revenue ($B) | Net income ($B) | Diluted shares (M) | EPS ($) | Est. price ($) |
|---|
Disclaimer
Investing can create losses. Past performance is not indicative of future results. This is not personalized investment advice. For that you should consult a qualified personal advisor. One rule of thumb to keep goals realistic: consider any % you can make as a % that you can lose, and do not put money at risk that you cannot afford to lose.
Investments you can investigate in this return range. (These can later be replaced with affiliate offers.)
Typical life events with time horizon and estimated amount required. Sort by column; add your own entries.
| Event | Time | Est. amount |
|---|
Based on average estimates. Adjust to fit your life.
Track short-, medium-, and long-term debt. Add rows as needed.
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Check off items as you complete them. Drag to reorder; add or remove items to make this your own list.
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