Dimensional 2040 Cash Position Weight vs. Five Year Return
| DRIHX Fund | USD 16.30 0.05 0.31% |
For Dimensional 2040 profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dimensional 2040 to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dimensional 2040 Target utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dimensional 2040's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dimensional 2040 Target over time as well as its relative position and ranking within its peers.
Dimensional |
Dimensional 2040 Target Five Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dimensional 2040's current stock value. Our valuation model uses many indicators to compare Dimensional 2040 value to that of its competitors to determine the firm's financial worth. Dimensional 2040 Target is one of the top funds in cash position weight among similar funds. It also is one of the top funds in five year return among similar funds reporting about 0.64 of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Dimensional 2040 Target is roughly 1.57 . 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 Dimensional 2040's earnings, one of the primary drivers of an investment's value.Dimensional 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.
Dimensional 2040 |
| = | 12.82 % |
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.
Dimensional 2040 |
| = | 8.15 % |
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.
Dimensional 2040 Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dimensional 2040, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dimensional 2040 will eventually generate negative long term returns. The profitability progress is the general direction of Dimensional 2040's change in net profit over the period of time. It can combine multiple indicators of Dimensional 2040, 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.
To achieve its investment objective, the Portfolio allocates its assets to other mutual funds managed by the Advisor according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040 and are planning to withdraw the value of the investment in the Portfolio over many years after the target date. Over time, the Portfolios allocation to the underlying funds is expected to change based on an asset allocation strategy that generally becomes more conservative until reaching the landing point.
Dimensional Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dimensional 2040. 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 Dimensional 2040 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 Dimensional 2040's important profitability drivers and their relationship over time.
Use Dimensional 2040 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 Dimensional 2040 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 Dimensional 2040 will appreciate offsetting losses from the drop in the long position's value.Dimensional 2040 Pair Trading
Dimensional 2040 Target Pair Trading Analysis
The ability to find closely correlated positions to Dimensional 2040 could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dimensional 2040 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 Dimensional 2040 - 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 Dimensional 2040 Target to buy it.
The correlation of Dimensional 2040 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 Dimensional 2040 moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dimensional 2040 Target 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 Dimensional 2040 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 Dimensional 2040 position
In addition to having Dimensional 2040 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 Single Stock ETFs Thematic Idea Now
Single Stock ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Single Stock ETFs theme has 99 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 Single Stock ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Dimensional Mutual Fund
To fully project Dimensional 2040's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dimensional 2040 Target 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 Dimensional 2040's income statement, its balance sheet, and the statement of cash flows.
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