Clearshares Ocio Etf Bond Positions Weight
| OCIO Etf | USD 34.36 0.15 0.44% |
ClearShares OCIO ETF fundamentals help investors to digest information that contributes to ClearShares OCIO's financial success or failures. It also enables traders to predict the movement of ClearShares Etf. The fundamental analysis module provides a way to measure ClearShares OCIO'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 ClearShares OCIO etf.
ClearShares |
ClearShares OCIO ETF ETF Bond Positions Weight Analysis
ClearShares OCIO's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current ClearShares OCIO Bond Positions Weight | 3.77 % |
Most of ClearShares OCIO's fundamental indicators, such as Bond 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, ClearShares OCIO ETF is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, ClearShares OCIO ETF has a Bond Positions Weight of 3.77%. This is much higher than that of the ClearShares family and significantly higher than that of the Moderate Allocation category. The bond positions weight for all United States etfs is notably lower than that of the firm.
ClearShares Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses ClearShares OCIO's direct or indirect competition against its Bond 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 ClearShares OCIO could also be used in its relative valuation, which is a method of valuing ClearShares OCIO by comparing valuation metrics of similar companies.ClearShares OCIO is currently under evaluation in bond positions weight as compared to similar ETFs.
Fund Asset Allocation for ClearShares OCIO
The fund invests 50.75% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (3.77%) and various exotic instruments.Asset allocation divides ClearShares OCIO'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.
ClearShares Fundamentals
| Number Of Employees | 541 | |||
| Beta | 0.79 | |||
| Total Asset | 118.08 M | |||
| One Year Return | 17.40 % | |||
| Three Year Return | 3.80 % | |||
| Five Year Return | 7.30 % | |||
| Net Asset | 118.08 M | |||
| Last Dividend Paid | 0.077 | |||
| Equity Positions Weight | 50.75 % | |||
| Bond Positions Weight | 3.77 % |
About ClearShares OCIO Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze ClearShares OCIO ETF's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of ClearShares OCIO using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of ClearShares OCIO 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 ClearShares OCIO
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 ClearShares OCIO 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 ClearShares OCIO will appreciate offsetting losses from the drop in the long position's value.Moving together with ClearShares Etf
| 0.88 | AOR | iShares Core Growth | PairCorr |
| 0.96 | GDMA | Alpha Architect Gdsdn | PairCorr |
| 0.95 | TUG | STF Tactical Growth | PairCorr |
| 0.88 | RAAX | VanEck Inflation All | PairCorr |
The ability to find closely correlated positions to ClearShares OCIO could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace ClearShares OCIO 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 ClearShares OCIO - 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 ClearShares OCIO ETF to buy it.
The correlation of ClearShares OCIO 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 ClearShares OCIO moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if ClearShares OCIO 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 ClearShares OCIO 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 ClearShares OCIO Piotroski F Score and ClearShares OCIO Altman Z Score analysis. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of ClearShares OCIO ETF is measured differently than its book value, which is the value of ClearShares that is recorded on the company's balance sheet. Investors also form their own opinion of ClearShares OCIO's value that differs from its market value or its book value, called intrinsic value, which is ClearShares OCIO's 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 ClearShares OCIO's market value can be influenced by many factors that don't directly affect ClearShares OCIO's 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 ClearShares OCIO's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearShares OCIO is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearShares OCIO's 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.