Dfa Global Cash Position Weight vs. Ten Year Return

DFGEX Fund  USD 11.33  0.04  0.35%   
Taking into consideration Dfa Global's profitability measurements, Dfa Global Real may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Dfa Global's ability to earn profits and add value for shareholders.
For Dfa Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dfa Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dfa Global Real utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dfa Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dfa Global Real over time as well as its relative position and ranking within its peers.
  
Check out Investing Opportunities.
Please note, there is a significant difference between Dfa Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dfa Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dfa Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Dfa Global Real Ten Year Return vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Dfa Global's current stock value. Our valuation model uses many indicators to compare Dfa Global value to that of its competitors to determine the firm's financial worth.
Dfa Global Real is one of the top funds in cash position weight among similar funds. It also is one of the top funds in ten year return among similar funds reporting about  14.87  of Ten 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 Dfa Global's earnings, one of the primary drivers of an investment's value.

Dfa Ten 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.

Dfa Global

Cash Percentage

 = 

% of Cash

in the fund

 = 
0.55 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Dfa Global

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
8.18 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

Dfa Ten Year Return Comparison

Dfa Global is currently under evaluation in ten year return among similar funds.

Dfa Global Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Dfa Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dfa Global will eventually generate negative long term returns. The profitability progress is the general direction of Dfa Global's change in net profit over the period of time. It can combine multiple indicators of Dfa Global, 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 Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio , andor directly in securities of companies in the real estate industry.

Dfa Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Dfa Global. 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 Dfa Global 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 Dfa Global's important profitability drivers and their relationship over time.

Use Dfa Global 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 Dfa Global 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 Dfa Global will appreciate offsetting losses from the drop in the long position's value.

Dfa Global Pair Trading

Dfa Global Real Pair Trading Analysis

The ability to find closely correlated positions to Dfa Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dfa Global 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 Dfa Global - 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 Dfa Global Real to buy it.
The correlation of Dfa Global 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 Dfa Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Global Real 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 Dfa Global 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Dfa Global position

In addition to having Dfa Global 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 USD Crypto Fund Thematic Idea Now

USD Crypto Fund
USD Crypto Fund Theme
Fund from digital currency traded on multiple global exchanges in US dollors. The USD Crypto Fund theme has 24 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 USD Crypto Fund Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Dfa Mutual Fund

To fully project Dfa Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dfa Global Real 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 Dfa Global's income statement, its balance sheet, and the statement of cash flows.
Potential Dfa Global investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Dfa Global investors may work on each financial statement separately, they are all related. The changes in Dfa Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dfa Global's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities