Ranked Active Stock Portfolios

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We now offer an improved version of the Stock Index Components feature which offers an array of choices to use to build Ranked Active Stock Portfolios. The tool we provide lets you choose a series of the Top, or Most Active Stocks or ETFs that reside in the exchanges we follow. You can choose groups of 50, 100, 500, 1000, or ALL of them if you wish to measure them all. The metrics we support are:


• Volume


• $ Volume


• Market Value


• Dividend Yield


• Dividend Growth


• Price ( for those interested )


We use these metrics to rank stocks to determine which ones to include in your portfolios. And like Stock Index Components, we manage these over time, measuring the exchanges every day or once a month. You can Preview results or Create portfolios by clicking New Portfolio, and then clicking New Active Stock Portfolio. There's a path through the Portfolio menu too:


UA > Portfolio > Import Custom Portfolio > Ranked Active Stock Portfolio


Once you've explored this tool and created a portfolio, you can review the measurements of your ranked portfolio anytime by clicking the SCALE button in the upper right corner of the Portfolio Manager. You can also get measurements on any stock portfolio that you may already have, you can even measure a Stock Index Component portfolio. Measurements are presented in a sortable table which includes the following columns of information:


• Rank: The ranking position a Stock or ETF holds within the metric group measured.


• Name: The name of the Stock or ETF that is included in the metric group.


• Exchange: The exchange associated with the Stock or ETF.


• Sector: The sector associated with the Stock or ETF.


• Last Price: The last price of the Stock or ETF.This is used to determine the Top Stocks or ETFs by Price.
  
  
  • % Chg: The percent change from the previous last price. This is used to determine the Most Active Stocks or ETFs by Price.


• Last Vol: The last volume of the Stock or ETF.


• 3M Avg Vol: The average volume over the last 3 months.


• 1M Avg Vol: The average volume over the last month. This is used to determine the Top Stocks or ETFs by Volume.
  
  
  • % Chg: The percent change between the 3 month average and the 1 month average volumes. This is used to determine the Most Active Stocks or ETFs by Volume.


• Last $ Vol: The ( last price x volume ) computed of the Stock or ETF.


• 3M Avg $ Vol: The average ( last price x volume ) computed over the last 3 months.


• 1M Avg $ Vol: The average ( last price x volume ) computed over the last month. This is used to determine the Top Stocks or ETFs by $ Volume.
  
  
  • % Chg: The percent change between the 3 month average and the 1 month average dollar volumes. This is used to determine the Most Active Stocks or ETFs by Market $ Volume.


• Shares Out: The Shares Outstanding of the Stock or ETF.


• Market Cap: The Shares Outstanding x the Last Price. This is used to determine the Top Stocks or ETFs by Market Value.


• Turnover %: The Turnover Ratio ( Shares Oustanding / 1 Month Avg Volume ), measuring a form of liquidity. This is used to determine the Most Active Stocks or ETFs by Market Value.


• Div Yield: The Dividend Yield percentage over the last month. This is used to determine the Top Stocks or ETFs by Dividend Yield.


• Div Growth: The Dividend Growth percentage over the last 5 years. This is used to determine the Most Active Stocks or ETFs by Dividend Growth.