Series Portfolios Trust Etf Performance
| ADPV Etf | USD 37.98 0.21 0.56% |
The entity has a beta of 1.15, which indicates a somewhat significant risk relative to the market. Series Portfolios returns are very sensitive to returns on the market. As the market goes up or down, Series Portfolios is expected to follow.
Risk-Adjusted Performance
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Series Portfolios Trust are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of fairly inconsistent basic indicators, Series Portfolios showed solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Technical Pivots with Risk Controls - Stock Traders Daily | 11/21/2024 |
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Series Portfolios Relative Risk vs. Return Landscape
If you would invest 3,146 in Series Portfolios Trust on September 1, 2024 and sell it today you would earn a total of 652.00 from holding Series Portfolios Trust or generate 20.72% return on investment over 90 days. Series Portfolios Trust is currently generating 0.301% in daily expected returns and assumes 1.1405% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Series, and 94% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Series Portfolios Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Series Portfolios' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Series Portfolios Trust, and traders can use it to determine the average amount a Series Portfolios' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.264
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Series Portfolios is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Series Portfolios by adding it to a well-diversified portfolio.
About Series Portfolios Performance
Evaluating Series Portfolios' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Series Portfolios has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Series Portfolios has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.| Latest headline from news.google.com: Technical Pivots with Risk Controls - Stock Traders Daily |
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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
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.