Fundamental Analysis & Beta

Are you ready to learn how to use beta alongside fundamental analysis? 🤑

Are you ready to learn how to use beta alongside fundamental analysis? 🤑

💡Beta = a measure of a stock's volatility and can help you decide whether a stock is too risky or not. 🤓

The greater the Beta, the more volatile the stock will be. 🚨

If you are looking for a wild ride with lots of ups and downs, a high Beta stock is for you. 🏄

But if you prefer a more tranquil experience, a low Beta stock is the way to go. 🧖

A lower beta means the stock is less volatile 🏖️

You can also use beta to measure the volatility of a portfolio. 🦺

If your portfolio has a beta of 1, it's as volatile as the market. 🤔

If your portfolio has a beta of 0.5, it's half as volatile as the market. 🤓

Sometimes beta can be the result of a stronger company, a weaker company or even unrelated events, like market-wide trends! 📊

Therefore, beta is also a measure of systematic risk. 🧐

💡Systematic risk = risks that affect the entire market, such as economic downturns or political events.

A high Beta stock is more exposed to systematic risk than a low Beta stock. 📓

So, you can use Beta to determine how systematic risk you’re comfortable with as well ✍️

Overall, beta can be used to determine risk & volatility to ensure you’re making investments within your comfort zone 🤝

Test your knowledge

If you prefer low risk, then ideal Beta may be. . .

Choose an option

A high Beta is. . .

Choose an option

If your portfolio has a Beta of 0.5, it’s

Choose an option

Featured Lessons