JPMorgan BetaBuilders Five Year Return vs. Equity Positions Weight
| BBEU Etf | USD 58.36 0.51 0.87% |
For JPMorgan BetaBuilders profitability analysis, we use financial ratios and fundamental drivers that measure the ability of JPMorgan BetaBuilders to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well JPMorgan BetaBuilders Europe utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between JPMorgan BetaBuilders's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of JPMorgan BetaBuilders Europe over time as well as its relative position and ranking within its peers.
JPMorgan |
The market value of JPMorgan BetaBuilders is measured differently than its book value, which is the value of JPMorgan that is recorded on the company's balance sheet. Investors also form their own opinion of JPMorgan BetaBuilders' value that differs from its market value or its book value, called intrinsic value, which is JPMorgan BetaBuilders' 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 JPMorgan BetaBuilders' market value can be influenced by many factors that don't directly affect JPMorgan BetaBuilders' 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 JPMorgan BetaBuilders' value and its price as these two are different measures arrived at by different means. Investors typically determine if JPMorgan BetaBuilders is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan BetaBuilders' 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.
JPMorgan BetaBuilders Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining JPMorgan BetaBuilders's current stock value. Our valuation model uses many indicators to compare JPMorgan BetaBuilders value to that of its competitors to determine the firm's financial worth. JPMorgan BetaBuilders Europe is the top ETF in five year return as compared to similar ETFs. It also is the top ETF in equity positions weight as compared to similar ETFs making about 14.20 of Equity Positions Weight per Five Year Return. Comparative valuation analysis is a catch-all technique that is used if you cannot value JPMorgan BetaBuilders by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.JPMorgan Equity Positions Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
JPMorgan BetaBuilders |
| = | 7.00 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
JPMorgan BetaBuilders |
| = | 99.37 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
JPMorgan Equity Positions Weight Comparison
JPMorgan BetaBuilders is currently under evaluation in equity positions weight as compared to similar ETFs.
JPMorgan BetaBuilders Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in JPMorgan BetaBuilders, profitability is also one of the essential criteria for including it into their portfolios because, without profit, JPMorgan BetaBuilders will eventually generate negative long term returns. The profitability progress is the general direction of JPMorgan BetaBuilders' change in net profit over the period of time. It can combine multiple indicators of JPMorgan BetaBuilders, 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 will invest at least 80 percent of its assets in securities included in the underlying index. Jpmorgan Betabuilders is traded on BATS Exchange in the United States.
JPMorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on JPMorgan BetaBuilders. 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 JPMorgan BetaBuilders 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 JPMorgan BetaBuilders' important profitability drivers and their relationship over time.
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Use JPMorgan BetaBuilders 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 JPMorgan BetaBuilders 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 JPMorgan BetaBuilders will appreciate offsetting losses from the drop in the long position's value.JPMorgan BetaBuilders Pair Trading
JPMorgan BetaBuilders Europe Pair Trading Analysis
The ability to find closely correlated positions to JPMorgan BetaBuilders could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace JPMorgan BetaBuilders 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 JPMorgan BetaBuilders - 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 JPMorgan BetaBuilders Europe to buy it.
The correlation of JPMorgan BetaBuilders 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 JPMorgan BetaBuilders moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if JPMorgan BetaBuilders 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 JPMorgan BetaBuilders 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 JPMorgan BetaBuilders position
In addition to having JPMorgan BetaBuilders 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?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Health Care ETFs theme has 47 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 Health Care ETFs Theme or any other thematic opportunities.
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To fully project JPMorgan BetaBuilders' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of JPMorgan BetaBuilders 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 JPMorgan BetaBuilders' income statement, its balance sheet, and the statement of cash flows.