Active Portfolios Three Year Return vs. Last Dividend Paid
| CTRZX Fund | USD 8.69 0.02 0.23% |
For Active Portfolios profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Active Portfolios to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Active Portfolios Multi Manager utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Active Portfolios's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Active Portfolios Multi Manager over time as well as its relative position and ranking within its peers.
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Active Portfolios Multi Last Dividend Paid vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Active Portfolios's current stock value. Our valuation model uses many indicators to compare Active Portfolios value to that of its competitors to determine the firm's financial worth. Active Portfolios Multi Manager is the top fund in three year return among similar funds. It also is the top fund in last dividend paid among similar funds . 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 Active Portfolios' earnings, one of the primary drivers of an investment's value.Active Last Dividend Paid 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.
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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.
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
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Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Active Last Dividend Paid Comparison
Active Portfolios is currently under evaluation in last dividend paid among similar funds.
Active Portfolios Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Active Portfolios, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Active Portfolios will eventually generate negative long term returns. The profitability progress is the general direction of Active Portfolios' change in net profit over the period of time. It can combine multiple indicators of Active Portfolios, 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 net assets in bonds and other debt securities, including debt securities issued by the U.S. government, its agencies, instrumentalities or sponsored corporations, debt securities issued by corporations, mortgage- and other asset-backed securities, dollar-denominated securities issued by foreign governments, companies or other entities, bank loans and other obligations.
Active Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Active Portfolios. 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 Active Portfolios 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 Active Portfolios' important profitability drivers and their relationship over time.
Use Active Portfolios 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 Active Portfolios 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 Active Portfolios will appreciate offsetting losses from the drop in the long position's value.Active Portfolios Pair Trading
Active Portfolios Multi Manager Pair Trading Analysis
The ability to find closely correlated positions to Active Portfolios could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Active Portfolios 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 Active Portfolios - 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 Active Portfolios Multi Manager to buy it.
The correlation of Active Portfolios 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 Active Portfolios moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Active Portfolios Multi 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 Active Portfolios 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 Active Portfolios position
In addition to having Active Portfolios 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 Office Supplies Thematic Idea Now
Office Supplies
Companies producing and selling office supplies, and accessories. The Office Supplies theme has 37 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 Office Supplies Theme or any other thematic opportunities.
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Other Information on Investing in Active Mutual Fund
To fully project Active Portfolios' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Active Portfolios Multi 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 Active Portfolios' income statement, its balance sheet, and the statement of cash flows.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |