Aquila Three Price To Book vs. Cash Position Weight
| ATGYX Fund | USD 54.13 0.38 0.70% |
For Aquila Three profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aquila Three to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aquila Three Peaks utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aquila Three's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aquila Three Peaks over time as well as its relative position and ranking within its peers.
Aquila |
Aquila Three Peaks Cash Position Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aquila Three's current stock value. Our valuation model uses many indicators to compare Aquila Three value to that of its competitors to determine the firm's financial worth. Aquila Three Peaks is the top fund in price to book among similar funds. It also is the top fund in cash position weight among similar funds creating about 1.37 of Cash Position Weight per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aquila Three's earnings, one of the primary drivers of an investment's value.Aquila Cash Position Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Aquila Three |
| = | 3.32 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Aquila Three |
| = | 4.55 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Aquila Cash Position Weight Comparison
Aquila Three is currently under evaluation in cash position weight among similar funds.
Aquila Three Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aquila Three, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aquila Three will eventually generate negative long term returns. The profitability progress is the general direction of Aquila Three's change in net profit over the period of time. It can combine multiple indicators of Aquila Three, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests, under normal circumstances, at least 70 percent of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the funds 70 percent policy.
Aquila Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aquila Three. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Aquila Three position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Aquila Three's important profitability drivers and their relationship over time.
Use Aquila Three in pair-trading
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 Aquila Three 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 Aquila Three will appreciate offsetting losses from the drop in the long position's value.Aquila Three Pair Trading
Aquila Three Peaks Pair Trading Analysis
The ability to find closely correlated positions to Aquila Three could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aquila Three 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 Aquila Three - 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 Aquila Three Peaks to buy it.
The correlation of Aquila Three 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 Aquila Three moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aquila Three Peaks 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 Aquila Three 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.Use Investing Themes to Complement your Aquila Three position
In addition to having Aquila Three in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Macroaxis Index Thematic Idea Now
Macroaxis Index
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 52 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Macroaxis Index Theme or any other thematic opportunities.
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Other Information on Investing in Aquila Mutual Fund
To fully project Aquila Three's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aquila Three Peaks at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Aquila Three's income statement, its balance sheet, and the statement of cash flows.
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