Series Portfolios Financials
| EQHEX Fund | USD 14.11 0.01 0.07% |
Series |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Series Portfolios Fund Summary
Series Portfolios competes with Deutsche Real, Amg Managers, Columbia Real, Guggenheim Risk, and Goldman Sachs. The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the SP 500 Index while hedging overall market exposure by writing exchange traded call options based on the same securities. Under normal market conditions, it invests at least 80 percent of its net assets in equity securities based on the index.Specialization | Options Trading, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Series Portfolios Trust |
| Mutual Fund Family | Equable Shares |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 888 898 2024 |
| Currency | USD - US Dollar |
Series Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Series Portfolios's current stock value. Our valuation model uses many indicators to compare Series Portfolios value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Series Portfolios competition to find correlations between indicators driving Series Portfolios's intrinsic value. More Info.Series Portfolios Trust is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 13,828,023,607 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Series Portfolios' earnings, one of the primary drivers of an investment's value.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 thirty-six with a total number of output elements of twenty-five. 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.
Series Portfolios December 2, 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 Mutual Fund 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 | 0.2846 | |||
| Information Ratio | (0.37) | |||
| Maximum Drawdown | 1.45 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.3674 |
Other Information on Investing in Series Mutual Fund
Series Portfolios financial ratios help investors to determine whether Series Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Series with respect to the benefits of owning Series Portfolios security.
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