Dfa Real Price To Book vs. Equity Positions Weight
| DFREX Fund | USD 44.36 0.23 0.52% |
For Dfa Real profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dfa Real to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dfa Real Estate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dfa Real's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dfa Real Estate over time as well as its relative position and ranking within its peers.
Dfa |
Dfa Real Estate Equity Positions Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Real's current stock value. Our valuation model uses many indicators to compare Dfa Real value to that of its competitors to determine the firm's financial worth. Dfa Real Estate is one of the top funds in price to book among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 42.93 of Equity Positions Weight per Price To Book. 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 Real's earnings, one of the primary drivers of an investment's value.Dfa Equity Positions Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Dfa Real |
| = | 2.31 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Dfa Real |
| = | 99.17 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Dfa Equity Positions Weight Comparison
Dfa Real is currently under evaluation in equity positions weight among similar funds.
Dfa Real Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dfa Real, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dfa Real will eventually generate negative long term returns. The profitability progress is the general direction of Dfa Real's change in net profit over the period of time. It can combine multiple indicators of Dfa Real, 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, using a market capitalization weighted approach, purchases readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. It will principally invest in equity securities of companies in certain real estate investment trusts and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.
Dfa Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dfa Real. 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 Real 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 Real's important profitability drivers and their relationship over time.
Use Dfa Real 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 Real 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 Real will appreciate offsetting losses from the drop in the long position's value.Dfa Real Pair Trading
Dfa Real Estate Pair Trading Analysis
The ability to find closely correlated positions to Dfa Real 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 Real 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 Real - 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 Real Estate to buy it.
The correlation of Dfa Real 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 Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Real Estate 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 Real 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 Dfa Real position
In addition to having Dfa Real 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 Precious Metals ETFs Thematic Idea Now
Precious Metals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Precious Metals ETFs theme has 28 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 Precious Metals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Dfa Mutual Fund
To fully project Dfa Real's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dfa Real Estate 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 Real's income statement, its balance sheet, and the statement of cash flows.
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