Counterpoint Tactical Three Year Return vs. Cash Position Weight
| CPIEX Fund | USD 23.51 0.24 1.03% |
For Counterpoint Tactical profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Counterpoint Tactical to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Counterpoint Tactical Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Counterpoint Tactical's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Counterpoint Tactical Equity over time as well as its relative position and ranking within its peers.
Counterpoint |
Counterpoint Tactical Cash Position Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Counterpoint Tactical's current stock value. Our valuation model uses many indicators to compare Counterpoint Tactical value to that of its competitors to determine the firm's financial worth. Counterpoint Tactical Equity is the top fund in three year return among similar funds. It also is the top fund in cash position weight among similar funds creating about 0.72 of Cash Position Weight per Three Year Return. The ratio of Three Year Return to Cash Position Weight for Counterpoint Tactical Equity is roughly 1.38 . 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 Counterpoint Tactical's earnings, one of the primary drivers of an investment's value.Counterpoint Cash Position Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Counterpoint Tactical |
| = | 23.65 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Counterpoint Tactical |
| = | 17.10 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Counterpoint Tactical Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Counterpoint Tactical, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Counterpoint Tactical will eventually generate negative long term returns. The profitability progress is the general direction of Counterpoint Tactical's change in net profit over the period of time. It can combine multiple indicators of Counterpoint Tactical, 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 market conditions, the fund invests at least 80 percent of its assets in long and short positions in equity instruments of any market capitalization. Equity instruments include domestic and foreign common stock, preferred stock, depositary receipts, equity swaps , options, equity index futures, and other investment companies that invest in these types of securities.
Counterpoint Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Counterpoint Tactical. 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 Counterpoint Tactical 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 Counterpoint Tactical's important profitability drivers and their relationship over time.
Use Counterpoint Tactical 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 Counterpoint Tactical 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 Counterpoint Tactical will appreciate offsetting losses from the drop in the long position's value.Counterpoint Tactical Pair Trading
Counterpoint Tactical Equity Pair Trading Analysis
The ability to find closely correlated positions to Counterpoint Tactical could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Counterpoint Tactical 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 Counterpoint Tactical - 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 Counterpoint Tactical Equity to buy it.
The correlation of Counterpoint Tactical 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 Counterpoint Tactical moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Counterpoint Tactical 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 Counterpoint Tactical 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 Counterpoint Tactical position
In addition to having Counterpoint Tactical 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 Real Estate Thematic Idea Now
Real Estate
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Real Estate 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 Real Estate Theme or any other thematic opportunities.
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Other Information on Investing in Counterpoint Mutual Fund
To fully project Counterpoint Tactical's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Counterpoint Tactical 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 Counterpoint Tactical's income statement, its balance sheet, and the statement of cash flows.
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