Eafe Choice Five Year Return vs. Cash Position Weight
| BGCSX Fund | USD 15.09 0.06 0.40% |
For Eafe Choice profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Eafe Choice to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Eafe Choice utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Eafe Choice's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Eafe Choice over time as well as its relative position and ranking within its peers.
Eafe |
Eafe Choice Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Eafe Choice's current stock value. Our valuation model uses many indicators to compare Eafe Choice value to that of its competitors to determine the firm's financial worth. The Eafe Choice is the top fund in five year return among similar funds. It also is the top fund in cash position weight among similar funds creating about 0.39 of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for The Eafe Choice is roughly 2.58 . 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 Eafe Choice's earnings, one of the primary drivers of an investment's value.Eafe Cash Position 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.
Eafe Choice |
| = | 1.86 % |
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 cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Eafe Choice |
| = | 0.72 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Eafe Cash Position Weight Comparison
Eafe Choice is currently under evaluation in cash position weight among similar funds.
Eafe Choice Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Eafe Choice, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Eafe Choice will eventually generate negative long term returns. The profitability progress is the general direction of Eafe Choice's change in net profit over the period of time. It can combine multiple indicators of Eafe Choice, 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in common stocks and other equity securities of companies whose principal activities are in Europe, Australasia andor the Far East. It invests in equity securities either directly or indirectly, such as through depositary receipts, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings and in securities offerings that are not registered in the U.S.
Eafe Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Eafe Choice. 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 Eafe Choice 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 Eafe Choice's important profitability drivers and their relationship over time.
Use Eafe Choice 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 Eafe Choice 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 Eafe Choice will appreciate offsetting losses from the drop in the long position's value.Eafe Choice Pair Trading
The Eafe Choice Pair Trading Analysis
The ability to find closely correlated positions to Eafe Choice could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eafe Choice 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 Eafe Choice - 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 The Eafe Choice to buy it.
The correlation of Eafe Choice 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 Eafe Choice moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eafe Choice 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 Eafe Choice 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 Eafe Choice position
In addition to having Eafe Choice 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 Realty Funds Thematic Idea Now
Realty Funds
Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. The Realty Funds 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 Realty Funds Theme or any other thematic opportunities.
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Other Information on Investing in Eafe Mutual Fund
To fully project Eafe Choice's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Eafe Choice 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 Eafe Choice's income statement, its balance sheet, and the statement of cash flows.
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