Jefferies Etf Equity Positions Weight
Jefferies fundamentals help investors to digest information that contributes to Jefferies' financial success or failures. It also enables traders to predict the movement of Jefferies Etf. The fundamental analysis module provides a way to measure Jefferies' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jefferies etf.
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Jefferies ETF Equity Positions Weight Analysis
Jefferies' Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Jefferies Equity Positions Weight | 99.10 % |
Most of Jefferies' fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jefferies is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CompetitionAccording to the company disclosure, Jefferies has an Equity Positions Weight of 99%. This is 25.09% higher than that of the ALPS family and significantly higher than that of the Natural Resources category. The equity positions weight for all United States etfs is 87.62% lower than that of the firm.
Jefferies Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jefferies' direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Jefferies could also be used in its relative valuation, which is a method of valuing Jefferies by comparing valuation metrics of similar companies.Jefferies is fourth largest ETF in equity positions weight as compared to similar ETFs.
Fund Asset Allocation for Jefferies
The fund invests 99.1% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.7%) and various exotic instruments.Asset allocation divides Jefferies' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jefferies Fundamentals
| Price To Earning | 19.55 X | |||
| Price To Book | 1.29 X | |||
| Price To Sales | 0.83 X | |||
| Annual Yield | 3.27 % | |||
| Year To Date Return | 1.32 % | |||
| One Year Return | (12.74) % | |||
| Three Year Return | 6.65 % | |||
| Net Asset | 16.15 M | |||
| Equity Positions Weight | 99.10 % | |||
| Bond Positions Weight | 0.70 % |
Pair Trading with Jefferies
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jefferies position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jefferies will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Johnson Johnson could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Johnson Johnson when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Johnson Johnson - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Johnson Johnson to buy it.
The correlation of Johnson Johnson is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Johnson Johnson moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Johnson Johnson moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Johnson Johnson can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Other Tools for Jefferies Etf
When running Jefferies' price analysis, check to measure Jefferies' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jefferies is operating at the current time. Most of Jefferies' value examination focuses on studying past and present price action to predict the probability of Jefferies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jefferies' price. Additionally, you may evaluate how the addition of Jefferies to your portfolios can decrease your overall portfolio volatility.
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