3S-indexation Method of analysis the stock/ETF set. Creation the Stock set Signature.
stock/ETF set Investment portfolio which consist only of stock and/or ETF.
Stock set Signature History of stock/ETF set (External Trend and Internal Trends) from the moment 'incept'/'updated'
with current/design parameters to 'history'.
External Trend Price dynamics of stock/ETF set and its graphical display.
Internal Trends 3S Index iS/iM dynamics of stock/ETF set and its graphical display.
3S Index iS 3S Index "in the Shares". When calculating, the number of shares of each asset is "equal". It is taken "1".
This is the "Equality of Shares" rule.
3S Index iM 3S Index "in the Money". When calculating, the number of shares of each asset is "unequal".
At the 'incept' for each asset the number of shares is calculated from the condition
"the same amount of money is invested (approximately)".
This is the "Equality of Money" rule.
IMPORTANT NOTE : In practice as a special case, for calculate an 3S Index iM and evaluate a stock portfolio,
the number of shares (the amount of money) for each asset can be specified by Investor independently,
without the "Equality of Money" rule.
'incept' Inception date stock/ETF set with current/design parameters and creation Stock set Signature.
'history' The date of the historic depth.
'updated' The date on which the data was updated.
LargeCap Large capitalization companies.
SmallCap Small capitalization companies.
MixCap Large and Small capitalization companies.
supplemented as the Morzhanov Project develops
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