Free tool
Downside risk worksheet
See how a loss you type in one position moves the portfolio, beside balance sheet figures from our snapshot when we have them.
Not read from the book.
Loss you want to test.
An 8% position that falls 50% moves the portfolio 4 points.
Balance sheet panel
How to read this
Portfolio impact is weight percent times decline percent, stated in percentage points of the whole portfolio.
Balance sheet rows come from the stored snapshot. Altman Z includes his published zone cutoffs as reference text, not as an Outpick rule.
The loss line does not wait on balance sheet data. Missing snapshot rows stay blank.
The page does not state a probability of default or a forecast decline.
Questions
- How do I use this downside risk worksheet?
- Type what percent of the portfolio one position is and what percent decline you want to stress. The page multiplies them to show portfolio impact in points.
- What is Altman Z on this page?
- It is the Z score we store from income statement and balance sheet lines. The captions beside it are Altman's published bands from his original papers.
- Does this read my brokerage account?
- No. Weights and declines are numbers you type. We do not pull positions from the Outpick book.
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Outpick is an independent educational publication. We are not a registered investment adviser, broker-dealer, or financial institution. All content is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The Publisher holds positions in securities discussed and may buy or sell at any time without notice. Past performance is not indicative of future results. All investments carry risk, including the possible loss of principal. You are solely responsible for your own investment decisions and outcomes. Do not rely on this Service as the sole basis for any investment decision. Always conduct your own research and consult qualified professionals before investing. By using this Service, you agree to our Terms of Service and Privacy Policy, including limitations of liability and your assumption of all investment risk.
This page does arithmetic on the figures shown. It is not a price target, a forecast, or a recommendation.