The Disciplined Price To Earning vs. Year To Date Return
| DGIFX Fund | USD 25.67 0.03 0.12% |
For The Disciplined profitability analysis, we use financial ratios and fundamental drivers that measure the ability of The Disciplined to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Disciplined Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between The Disciplined's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Disciplined Growth over time as well as its relative position and ranking within its peers.
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The Disciplined Growth Year To Date Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining The Disciplined's current stock value. Our valuation model uses many indicators to compare The Disciplined value to that of its competitors to determine the firm's financial worth. The Disciplined Growth is one of the top funds in price to earning among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1.13 of Year To Date Return per Price To Earning. 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 The Disciplined's earnings, one of the primary drivers of an investment's value.The Year To Date Return vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
The Disciplined |
| = | 22.46 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
The Disciplined |
| = | 25.30 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
The Year To Date Return Comparison
Disciplined Growth is currently under evaluation in year to date return among similar funds.
The Disciplined Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in The Disciplined, profitability is also one of the essential criteria for including it into their portfolios because, without profit, The Disciplined will eventually generate negative long term returns. The profitability progress is the general direction of The Disciplined's change in net profit over the period of time. It can combine multiple indicators of The Disciplined, 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 normally invests approximately 65 percent of its assets in equity securities and approximately 35 percent in fixed-income securities and cash equivalents. The funds fixed-income securities will generally have a weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than 1 billion and less than 15 billion. It may invest in both investment-grade and below investment-grade securities.
The Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on The Disciplined. 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 The Disciplined 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 The Disciplined's important profitability drivers and their relationship over time.
Use The Disciplined 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 The Disciplined 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 The Disciplined will appreciate offsetting losses from the drop in the long position's value.The Disciplined Pair Trading
The Disciplined Growth Pair Trading Analysis
The ability to find closely correlated positions to The Disciplined could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace The Disciplined 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 The Disciplined - 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 The Disciplined Growth to buy it.
The correlation of The Disciplined 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 The Disciplined moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if The Disciplined Growth 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 The Disciplined 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 The Disciplined position
In addition to having The Disciplined 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 Computers Thematic Idea Now
Computers
Companies that manufacture and distribute personal and business computers. The Computers theme has 38 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 Computers Theme or any other thematic opportunities.
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Other Information on Investing in The Mutual Fund
To fully project The Disciplined's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of The Disciplined Growth 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 The Disciplined's income statement, its balance sheet, and the statement of cash flows.
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