13d Activist Cash Position Weight vs. Five Year Return
| DDDIX Fund | USD 22.15 0.07 0.32% |
For 13d Activist profitability analysis, we use financial ratios and fundamental drivers that measure the ability of 13d Activist to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well 13d Activist Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between 13d Activist's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of 13d Activist Fund over time as well as its relative position and ranking within its peers.
13d |
13d Activist Five Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining 13d Activist's current stock value. Our valuation model uses many indicators to compare 13d Activist value to that of its competitors to determine the firm's financial worth. 13d Activist Fund is rated below average in cash position weight among similar funds. It is rated # 5 fund in five year return among similar funds reporting about 2.24 of Five Year Return 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 13d Activist's earnings, one of the primary drivers of an investment's value.13d Five Year Return 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.
13d Activist |
| = | 3.31 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
13d Activist |
| = | 7.41 % |
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.
13d Five Year Return Comparison
13d Activist is rated # 4 fund in five year return among similar funds.
13d Activist Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in 13d Activist, profitability is also one of the essential criteria for including it into their portfolios because, without profit, 13d Activist will eventually generate negative long term returns. The profitability progress is the general direction of 13d Activist's change in net profit over the period of time. It can combine multiple indicators of 13d Activist, 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 primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist as an investor who holds or takes a long position in a companys shares and either has a history of activist investing andor has publicly disclosed a catalyst for change such as seeking board seats, improving operations andor corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.
13d Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on 13d Activist. 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 13d Activist 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 13d Activist's important profitability drivers and their relationship over time.
Use 13d Activist 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 13d Activist 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 13d Activist will appreciate offsetting losses from the drop in the long position's value.13d Activist Pair Trading
13d Activist Fund Pair Trading Analysis
The ability to find closely correlated positions to 13d Activist could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace 13d Activist 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 13d Activist - 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 13d Activist Fund to buy it.
The correlation of 13d Activist 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 13d Activist moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if 13d Activist 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 13d Activist 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 13d Activist position
In addition to having 13d Activist 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 Agency Mbs ETFs Thematic Idea Now
Agency Mbs ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Agency Mbs ETFs theme has 11 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 Agency Mbs ETFs Theme or any other thematic opportunities.
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Other Information on Investing in 13d Mutual Fund
To fully project 13d Activist's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of 13d Activist 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 13d Activist's income statement, its balance sheet, and the statement of cash flows.
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