Shelton E Three Year Return vs. Net Asset
| EQTKX Fund | USD 16.98 0.07 0.41% |
For Shelton E profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Shelton E to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Shelton E Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Shelton E's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Shelton E Value over time as well as its relative position and ranking within its peers.
Shelton |
Shelton E Value Net Asset vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Shelton E's current stock value. Our valuation model uses many indicators to compare Shelton E value to that of its competitors to determine the firm's financial worth. Shelton E Value is rated # 5 fund in three year return among similar funds. It also is rated # 5 fund in net asset among similar funds making up about 19,325,738 of Net Asset per Three Year Return. 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 Shelton E's earnings, one of the primary drivers of an investment's value.Shelton Net Asset vs. Three Year Return
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.
Shelton E |
| = | 9.35 % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Shelton E |
| = | 180.73 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Shelton Net Asset Comparison
Shelton E is rated # 4 fund in net asset among similar funds.
Shelton E Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Shelton E, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Shelton E will eventually generate negative long term returns. The profitability progress is the general direction of Shelton E's change in net profit over the period of time. It can combine multiple indicators of Shelton E, 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 invests primarily in U.S. equity securities that generate a relatively high level of dividend income and have the potential for capital appreciation. These securities will generally be stocks of medium and large U.S. corporations. It will invest at least 80 percent of its total assets in common stocks.
Shelton Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Shelton E. 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 Shelton E 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 Shelton E's important profitability drivers and their relationship over time.
Use Shelton E 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 Shelton E 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 Shelton E will appreciate offsetting losses from the drop in the long position's value.Shelton E Pair Trading
Shelton E Value Pair Trading Analysis
The ability to find closely correlated positions to Shelton E could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Shelton E 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 Shelton E - 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 Shelton E Value to buy it.
The correlation of Shelton E 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 Shelton E moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Shelton E Value 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 Shelton E 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 Shelton E position
In addition to having Shelton E 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 Small Growth Funds Thematic Idea Now
Small Growth Funds
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 46 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 Small Growth Funds Theme or any other thematic opportunities.
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Other Information on Investing in Shelton Mutual Fund
To fully project Shelton E's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Shelton E Value 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 Shelton E's income statement, its balance sheet, and the statement of cash flows.
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