Dividend Performers Etf Retained Earnings
| IPDP Etf | USD 20.22 0.09 0.44% |
Dividend Performers ETF fundamentals help investors to digest information that contributes to Dividend Performers' financial success or failures. It also enables traders to predict the movement of Dividend Etf. The fundamental analysis module provides a way to measure Dividend Performers' 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 Dividend Performers etf.
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Dividend Performers ETF ETF Retained Earnings Analysis
Dividend Performers' Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
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Based on the latest financial disclosure, Dividend Performers ETF has a Retained Earnings of 0.0. This indicator is about the same for the Innovative Portfolios average (which is currently at 0.0) family and about the same as Derivative Income (which currently averages 0.0) category. This indicator is about the same for all United States etfs average (which is currently at 0.0).
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Fund Asset Allocation for Dividend Performers
The fund consists of 79.3% investments in stocks, with the rest of investments allocated between various types of exotic instruments.Asset allocation divides Dividend Performers' 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.
Dividend Fundamentals
| Beta | 1.57 | |||
| Total Asset | 15.84 M | |||
| One Year Return | 23.90 % | |||
| Three Year Return | 8.90 % | |||
| Five Year Return | 15.10 % | |||
| Net Asset | 15.84 M | |||
| Equity Positions Weight | 79.30 % |
About Dividend Performers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dividend Performers ETF's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dividend Performers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dividend Performers ETF based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Dividend Performers
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 Dividend Performers 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 Dividend Performers will appreciate offsetting losses from the drop in the long position's value.Moving together with Dividend Etf
| 0.98 | JEPI | JPMorgan Equity Premium Sell-off Trend | PairCorr |
| 0.93 | XYLD | Global X SP | PairCorr |
| 0.91 | DIVO | Amplify CWP Enhanced | PairCorr |
| 0.94 | RYLD | Global X Russell | PairCorr |
| 0.89 | JEPQ | JPMorgan Nasdaq Equity | PairCorr |
Moving against Dividend Etf
The ability to find closely correlated positions to Dividend Performers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dividend Performers 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 Dividend Performers - 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 Dividend Performers ETF to buy it.
The correlation of Dividend Performers 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 Dividend Performers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dividend Performers ETF 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 Dividend Performers 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 Dividend Performers Piotroski F Score and Dividend Performers Altman Z Score analysis. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
The market value of Dividend Performers ETF is measured differently than its book value, which is the value of Dividend that is recorded on the company's balance sheet. Investors also form their own opinion of Dividend Performers' value that differs from its market value or its book value, called intrinsic value, which is Dividend Performers' 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 Dividend Performers' market value can be influenced by many factors that don't directly affect Dividend Performers' 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 Dividend Performers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Dividend Performers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dividend Performers' 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.