Altegris Equity Long Fund Holdings Turnover
Altegris Equity Long fundamentals help investors to digest information that contributes to Altegris Equity's financial success or failures. It also enables traders to predict the movement of Altegris Mutual Fund. The fundamental analysis module provides a way to measure Altegris Equity's 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 Altegris Equity mutual fund.
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Altegris Equity Long Mutual Fund Holdings Turnover Analysis
Altegris Equity's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Altegris Equity Holdings Turnover | 330.00 % |
Most of Altegris Equity's fundamental indicators, such as Holdings Turnover, 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, Altegris Equity Long is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
CompetitionAccording to the company disclosure, Altegris Equity Long has a Holdings Turnover of 330%. This is much higher than that of the Category family and notably higher than that of the Family category. The holdings turnover for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Altegris Equity
The fund invests 60.24% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (38.42%) and various exotic instruments (1.34%).Asset allocation divides Altegris Equity's 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.
Altegris Fundamentals
| Price To Earning | 17.43 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 1.30 X | |||
| Total Asset | 32.11 M | |||
| One Year Return | 1.45 % | |||
| Three Year Return | 4.52 % | |||
| Net Asset | 32.11 M | |||
| Minimum Initial Investment | 5 K | |||
| Holdings Turnover | 330.00 % | |||
| Cash Position Weight | 38.42 % | |||
| Equity Positions Weight | 60.24 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Other Consideration for investing in Altegris Mutual Fund
If you are still planning to invest in Altegris Equity Long check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Altegris Equity's history and understand the potential risks before investing.
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