Compare Effective Tax Rate 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.
Cross Equities Effective Tax Rate Analysis
Select Fundamental
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IEX | 0.4278 | 0.2922 | 0.5635 | 0.2773 | 0.2881 | 0.2792 | 0.2643 | 0.2592 | 0.2238 | 0.2015 | 0.1968 | 0.2251 | 0.2171 | 0.2166 | 0.36 |
| FLS | 0.41 | 0.2697 | 0.2629 | 0.2954 | 0.2841 | 0.3527 | 0.337 | 0.9835 | 0.2906 | 0.2342 | 0.3213 | (0.0194) | (0.2827) | 0.083 | 0.0788 |
| DCI | 0.4935 | 0.2872 | 0.2895 | 0.2786 | 0.2789 | 0.2587 | 0.277 | 0.5041 | 0.2878 | 0.2333 | 0.247 | 0.2409 | 0.2345 | 0.2266 | 0.35 |
| IR | 0.2685 | 0.2685 | 0.2685 | (0.2036) | (0.2036) | 0.0401 | 0.5045 | 1.1642 | 0.2292 | 0.1666 | (0.6701) | (0.0425) | 0.2016 | 0.2328 | 0.19 |
| FELE | 0.3679 | 0.2687 | 0.1463 | 0.1463 | 0.1463 | 0.1463 | 0.2382 | 0.2485 | 0.1237 | 0.1783 | 0.1822 | 0.1831 | 0.1973 | 0.1961 | 0.33 |
IDEX, Flowserve, and Donaldson Effective Tax Rate description
Effective Tax Rate is the average rate at which entities pre-tax profits are taxed by the government. The effective tax rate is computed by dividing companies total tax expenses by companies earnings before taxes.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)
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 the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Other Complementary Tools
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |