Ishares Diversified Monthly Etf Equity Positions Weight
| XTR Etf | CAD 11.35 0.04 0.35% |
iShares Diversified Monthly fundamentals help investors to digest information that contributes to IShares Diversified's financial success or failures. It also enables traders to predict the movement of IShares Etf. The fundamental analysis module provides a way to measure IShares Diversified'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 IShares Diversified etf.
IShares |
iShares Diversified Monthly ETF Equity Positions Weight Analysis
IShares Diversified's 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 IShares Diversified Equity Positions Weight | 41.13 % |
Most of IShares Diversified's 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, iShares Diversified Monthly 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.
| Competition |
According to the company disclosure, iShares Diversified Monthly has an Equity Positions Weight of 41.13%. This is 48.79% lower than that of the iShares family and significantly higher than that of the Canadian Neutral Balanced category. The equity positions weight for all Canada etfs is 22.13% higher than that of the company.
IShares Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses IShares Diversified's 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 IShares Diversified could also be used in its relative valuation, which is a method of valuing IShares Diversified by comparing valuation metrics of similar companies.IShares Diversified is currently under evaluation in equity positions weight as compared to similar ETFs.
Fund Asset Allocation for IShares Diversified
The fund invests 41.13% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (50.99%) and various exotic instruments.Asset allocation divides IShares Diversified'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.
IShares Fundamentals
| Price To Earning | 16.95 X | |||
| Price To Book | 1.54 X | |||
| Price To Sales | 1.92 X | |||
| Beta | 0.86 | |||
| Total Asset | 561.86 M | |||
| One Year Return | 17.20 % | |||
| Three Year Return | 4.60 % | |||
| Five Year Return | 5.00 % | |||
| Ten Year Return | 4.40 % | |||
| Net Asset | 561.86 M | |||
| Last Dividend Paid | 0.05 | |||
| Holdings Turnover | 12.17 % | |||
| Equity Positions Weight | 41.13 % | |||
| Bond Positions Weight | 50.99 % |
About IShares Diversified Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze iShares Diversified Monthly's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of IShares Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of iShares Diversified Monthly 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 IShares Diversified
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 IShares Diversified 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 IShares Diversified will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
Moving against IShares Etf
The ability to find closely correlated positions to IShares Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Diversified 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 IShares Diversified - 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 iShares Diversified Monthly to buy it.
The correlation of IShares Diversified 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 IShares Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Diversified 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 IShares Diversified 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.Other Information on Investing in IShares Etf
IShares Diversified financial ratios help investors to determine whether IShares Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IShares with respect to the benefits of owning IShares Diversified security.