Revealing value beyond market capitalization.
Despite having a substantial $2.1 million in retirement accounts, the Johnsons felt their portfolio wasn't performing optimally. Their advisor primarily focused on market capitalization, potentially overlooking smaller, high-growth companies with limited free float. They feared missing out on significant gains due to this oversight.
Using the Free Float Calculator, their advisor identified a mid-cap tech company, 'Innovate Solutions', with a relatively small free float of 30% compared to its overall market capitalization. This indicated potential for significant price appreciation driven by increased demand from institutional investors. By strategically allocating 5% of their portfolio, approximately $105,000, to Innovate Solutions, the Johnsons anticipated a higher growth rate than their current large-cap holdings. Further using the Put Option Calculator helped to mitigate the risk by purchasing put options to hedge against potential downturn.
The Free Float Calculator was used to analyze the percentage of shares available for public trading in 'Innovate Solutions'. This information, combined with fundamental analysis, helped determine its suitability for the Johnsons' portfolio. Companion calculators like the Put Option Calculator were used to manage risk.
$31,500 potential increase in investment returns over 3 years by targeting opportunities in companies with smaller free floats.
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