Ddj Opportunistic One Year Return vs. Equity Positions Weight
| DDJIX Fund | USD 7.29 0.01 0.14% |
For Ddj Opportunistic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ddj Opportunistic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ddj Opportunistic High utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ddj Opportunistic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ddj Opportunistic High over time as well as its relative position and ranking within its peers.
Ddj |
Ddj Opportunistic High Equity Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ddj Opportunistic's current stock value. Our valuation model uses many indicators to compare Ddj Opportunistic value to that of its competitors to determine the firm's financial worth. Ddj Opportunistic High is rated # 2 fund in one year return among similar funds. It is rated # 3 fund in equity positions weight among similar funds making about 0.04 of Equity Positions Weight per One Year Return. The ratio of One Year Return to Equity Positions Weight for Ddj Opportunistic High is roughly 24.83 . 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 Ddj Opportunistic's earnings, one of the primary drivers of an investment's value.Ddj Equity Positions Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Ddj Opportunistic |
| = | 11.17 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Ddj Opportunistic |
| = | 0.45 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Ddj Equity Positions Weight Comparison
Ddj Opportunistic is rated # 2 fund in equity positions weight among similar funds.
Ddj Opportunistic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ddj Opportunistic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ddj Opportunistic will eventually generate negative long term returns. The profitability progress is the general direction of Ddj Opportunistic's change in net profit over the period of time. It can combine multiple indicators of Ddj Opportunistic, 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 in fixed- and floating-rate high yield fixed income securities with a focus on middle market issuers in the United States and, to a much lesser extent, Canada. The adviser intends to invest its assets in credit instruments that are rated below investment grade by some or all relevant independent rating agencies, including Moodys Investors Service, Standard and Poors Rating Services and Fitch Ratings.
Ddj Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ddj Opportunistic. 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 Ddj Opportunistic 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 Ddj Opportunistic's important profitability drivers and their relationship over time.
Use Ddj Opportunistic 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 Ddj Opportunistic 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 Ddj Opportunistic will appreciate offsetting losses from the drop in the long position's value.Ddj Opportunistic Pair Trading
Ddj Opportunistic High Pair Trading Analysis
The ability to find closely correlated positions to Ddj Opportunistic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ddj Opportunistic 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 Ddj Opportunistic - 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 Ddj Opportunistic High to buy it.
The correlation of Ddj Opportunistic 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 Ddj Opportunistic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ddj Opportunistic High 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 Ddj Opportunistic 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 Ddj Opportunistic position
In addition to having Ddj Opportunistic 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 Asset Allocation ETFs Thematic Idea Now
Asset Allocation ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Asset Allocation ETFs theme has 145 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 Asset Allocation ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Ddj Mutual Fund
To fully project Ddj Opportunistic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ddj Opportunistic High 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 Ddj Opportunistic's income statement, its balance sheet, and the statement of cash flows.
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