Series Portfolios Financials
| ADPV Etf | USD 37.98 0.21 0.56% |
Net Expense Ratio 0.01 |
Series |
The data published in Series Portfolios' official financial statements typically reflect Series Portfolios' business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Series Portfolios' quantitative information. For example, before you start analyzing numbers published by Series accountants, it's essential to understand Series Portfolios' liquidity, profitability, and earnings quality within the context of the Adaptive ETF space in which it operates.
Please note, the imprecision that can be found in Series Portfolios' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Series Portfolios Trust. Check Series Portfolios' Beneish M Score to see the likelihood of Series Portfolios' management manipulating its earnings.
Series Portfolios Etf Summary
Series Portfolios competes with Vanguard Total, SPDR SP, IShares Core, Vanguard Dividend, and Vanguard Large. To achieve its investment objective of long-term capital appreciation, the fund will invest substantially all of its net assets in a portfolio of publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. Adaptiv Select is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US81752T5368 |
| CUSIP | 81752T536 |
| Region | North America |
| Investment Issuer | Exchange Traded Concepts |
| Etf Family | Adaptive ETF |
| Fund Category | Size and Style |
| Portfolio Concentration | Large Cap |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Series Portfolios Trust Systematic Risk
Series Portfolios' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Series Portfolios volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Series Portfolios Trust correlated with the market. If Beta is less than 0 Series Portfolios generally moves in the opposite direction as compared to the market. If Series Portfolios Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Series Portfolios Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Series Portfolios is generally in the same direction as the market. If Beta > 1 Series Portfolios moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Series Portfolios is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Series has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Series Portfolios' financials are consistent with your investment objective using the following steps:- Review Series Portfolios' balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Series Portfolios' liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Series Portfolios' financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Series Portfolios' stock is overvalued or undervalued.
Series Portfolios Thematic Clasifications
Series Portfolios Trust is part of several thematic ideas from Size And Style ETFs to Large Cap ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasSeries Portfolios November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Series Portfolios help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Series Portfolios Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Series Portfolios Trust based on widely used predictive technical indicators. In general, we focus on analyzing Series Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Series Portfolios's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9968 | |||
| Information Ratio | 0.1318 | |||
| Maximum Drawdown | 5.74 | |||
| Value At Risk | (1.61) | |||
| Potential Upside | 1.73 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Series Portfolios Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of Series Portfolios Trust is measured differently than its book value, which is the value of Series that is recorded on the company's balance sheet. Investors also form their own opinion of Series Portfolios' value that differs from its market value or its book value, called intrinsic value, which is Series Portfolios' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Series Portfolios' market value can be influenced by many factors that don't directly affect Series Portfolios' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Series Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine if Series Portfolios is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Series Portfolios' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.