Altegris Equity Equity Positions Weight vs. Three Year Return
Based on the key profitability measurements obtained from Altegris Equity's financial statements, Altegris Equity Long 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 Altegris Equity's ability to earn profits and add value for shareholders.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Please note, there is a significant difference between Altegris Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Altegris Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Altegris Equity'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.
For Altegris Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Altegris Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Altegris Equity Long utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Altegris Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Altegris Equity Long over time as well as its relative position and ranking within its peers.
Altegris |
Altegris Equity Long Three Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Altegris Equity's current stock value. Our valuation model uses many indicators to compare Altegris Equity value to that of its competitors to determine the firm's financial worth. Altegris Equity Long is rated below average in equity positions weight among similar funds. It is rated below average in three year return among similar funds reporting about 0.12 of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Altegris Equity Long is roughly 8.05 . 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 Altegris Equity's earnings, one of the primary drivers of an investment's value.Altegris Three Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Altegris Equity |
| = | 60.24 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Altegris Equity |
| = | 7.48 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Altegris Three Year Return Comparison
Altegris Equity is currently under evaluation in three year return among similar funds.
Altegris Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Altegris Equity. 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 Altegris Equity 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 Altegris Equity's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Altegris Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio ComparatorCompare the composition, asset allocations and performance of any two portfolios in your account |
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Use Investing Themes to Complement your Altegris Equity position
In addition to having Altegris Equity 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?
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Chemicals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Chemicals theme has 61 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 Chemicals Theme or any other thematic opportunities.
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Other Consideration for investing in Altegris Mutual Fund
If you are still planning to invest in Altegris Equity Long check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Altegris Equity's history and understand the potential risks before investing.
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