Buffalo Growth Year To Date Return vs. Minimum Initial Investment
BIIGX Fund | USD 38.17 0.18 0.47% |
For Buffalo Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Buffalo Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Buffalo Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Buffalo Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Buffalo Growth over time as well as its relative position and ranking within its peers.
Buffalo |
Buffalo Growth Minimum Initial Investment vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Buffalo Growth's current stock value. Our valuation model uses many indicators to compare Buffalo Growth value to that of its competitors to determine the firm's financial worth. Buffalo Growth is the top fund in year to date return among similar funds. It also is the top fund in minimum initial investment among similar funds making about 10,542 of Minimum Initial Investment per Year To Date Return. 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 Buffalo Growth's earnings, one of the primary drivers of an investment's value.Buffalo Minimum Initial Investment vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Buffalo Growth |
| = | 23.72 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Buffalo Growth |
| = | 250 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Buffalo Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Buffalo Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Buffalo Growth will eventually generate negative long term returns. The profitability progress is the general direction of Buffalo Growth's change in net profit over the period of time. It can combine multiple indicators of Buffalo Growth, 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 at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants, and rights of growth companies. The funds investment adviser, defines growth companies as companies that, at the time of purchase, are constituents of the Russell 3000 Growth Index or exhibit growth characteristics consistent with inclusion of companies in the Russell 3000 Growth Index. It is non-diversified.
Buffalo Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Buffalo Growth. 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 Buffalo Growth 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 Buffalo Growth's important profitability drivers and their relationship over time.
Use Buffalo Growth 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 Buffalo Growth 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 Buffalo Growth will appreciate offsetting losses from the drop in the long position's value.Buffalo Growth Pair Trading
Buffalo Growth Pair Trading Analysis
The ability to find closely correlated positions to Buffalo Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Buffalo Growth 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 Buffalo Growth - 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 Buffalo Growth to buy it.
The correlation of Buffalo Growth 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 Buffalo Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Buffalo Growth 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 Buffalo Growth 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 Buffalo Growth position
In addition to having Buffalo Growth 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 Precious Metals Thematic Idea Now
Precious Metals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Precious Metals theme has 61 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 Precious Metals Theme or any other thematic opportunities.
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Other Information on Investing in Buffalo Mutual Fund
To fully project Buffalo Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Buffalo Growth 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 Buffalo Growth's income statement, its balance sheet, and the statement of cash flows.
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