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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
TD | 0.3602 | 0.149 | 0.1513 | 0.1666 | 0.1661 | 0.2013 | 0.1829 | 0.231 | 0.2067 | 0.0967 | 0.2113 | 0.1952 | 0.2421 | 0.28 | 0.24 |
NU | 0.1443 | 0.1443 | 0.1443 | 0.1443 | 0.1443 | 0.1443 | 0.1443 | 0.1443 | 0.1443 | 0.2844 | 0.1123 | 0.0284 | (0.1804) | 0.3304 | 0.35 |
HSBC | 0.1651 | 0.1796 | 0.2574 | 0.2112 | 0.2128 | 0.1999 | 0.5155 | 0.308 | 0.2446 | 0.3476 | 0.3051 | 0.2228 | 0.049 | 0.1908 | 0.19 |
CM | 0.3674 | 0.1741 | 0.1601 | 0.1786 | 0.1501 | 0.1432 | 0.1976 | 0.212 | 0.2084 | 0.2245 | 0.2254 | 0.217 | 0.2773 | 0.32 | 0.26 |
BMO | 0.4043 | 0.183 | 0.21 | 0.1725 | 0.1752 | 0.1921 | 0.195 | 0.2645 | 0.2082 | 0.1971 | 0.2441 | 0.2432 | 0.2535 | 0.29 | 0.26 |
BNS | 0.2975 | 0.1964 | 0.2084 | 0.2153 | 0.2044 | 0.216 | 0.1978 | 0.2145 | 0.2193 | 0.1838 | 0.2238 | 0.2133 | 0.2282 | 0.26 | 0.28 |
Toronto Dominion Bank, Nu Holdings, and HSBC Holdings PLC 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Complementary Tools
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Transaction History View history of all your transactions and understand their impact on performance | |
Global Correlations Find global opportunities by holding instruments from different markets |