Calamos Longshort Cash Position Weight vs. Net Asset
| CRLSX Fund | USD 10.37 0.02 0.19% |
For Calamos Longshort profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Longshort to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Longshort Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Longshort's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Longshort Fund over time as well as its relative position and ranking within its peers.
Calamos |
Calamos Longshort Net Asset vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Longshort's current stock value. Our valuation model uses many indicators to compare Calamos Longshort value to that of its competitors to determine the firm's financial worth. Calamos Longshort Fund is the top fund in cash position weight among similar funds. It also is the top fund in net asset among similar funds making up about 6,159,861 of Net Asset per Cash Position Weight. 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 Calamos Longshort's earnings, one of the primary drivers of an investment's value.Calamos Net Asset vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Calamos Longshort |
| = | 6.14 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Calamos Longshort |
| = | 37.82 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Calamos Net Asset Comparison
Calamos Longshort is currently under evaluation in net asset among similar funds.
Calamos Longshort Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Longshort, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Longshort will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Longshort's change in net profit over the period of time. It can combine multiple indicators of Calamos Longshort, 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 seeks to achieve long-term capital appreciation by investing primarily in a broadly diversified portfolio of equity securities of well-established companies based in those countries included in the MSCI All Country World Ex-USA Index that are believed to have above-average market appreciation potential. Under normal circumstances, it invests at least 80 percent of the value of its net assets plus borrowings for investment purposes in equity securities of well-established companies that are located in countries throughout the world.
Calamos Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calamos Longshort. 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 Calamos Longshort 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 Calamos Longshort's important profitability drivers and their relationship over time.
Use Calamos Longshort 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 Calamos Longshort 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 Calamos Longshort will appreciate offsetting losses from the drop in the long position's value.Calamos Longshort Pair Trading
Calamos Longshort Fund Pair Trading Analysis
The ability to find closely correlated positions to Calamos Longshort could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Longshort 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 Calamos Longshort - 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 Calamos Longshort Fund to buy it.
The correlation of Calamos Longshort 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 Calamos Longshort moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Longshort 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 Calamos Longshort 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 Calamos Longshort position
In addition to having Calamos Longshort 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 Cars Thematic Idea Now
Cars
Domestic and international companies involved in manufacturing and serving automobiles and trucks. The Cars 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 Cars Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Calamos Mutual Fund
To fully project Calamos Longshort's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Longshort 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 Calamos Longshort's income statement, its balance sheet, and the statement of cash flows.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |