Flaherty Crumrine Year To Date Return vs. Beta
| FFC Fund | USD 15.84 0.11 0.70% |
For Flaherty Crumrine profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Flaherty Crumrine to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Flaherty Crumrine Preferred utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Flaherty Crumrine's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Flaherty Crumrine Preferred over time as well as its relative position and ranking within its peers.
Flaherty |
Flaherty Crumrine Beta vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Flaherty Crumrine's current stock value. Our valuation model uses many indicators to compare Flaherty Crumrine value to that of its competitors to determine the firm's financial worth. Flaherty Crumrine Preferred is rated # 2 fund in year to date return among similar funds. It also is rated # 2 fund in beta among similar funds totaling about 0.05 of Beta per Year To Date Return. The ratio of Year To Date Return to Beta for Flaherty Crumrine Preferred is roughly 21.02 . 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 Flaherty Crumrine's earnings, one of the primary drivers of an investment's value.Flaherty Beta vs. Year To Date Return
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.
Flaherty Crumrine |
| = | 15.97 % |
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.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Flaherty Crumrine |
| = | 0.76 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Flaherty Beta Comparison
Flaherty Crumrine is currently under evaluation in beta among similar funds.
Beta Analysis
As returns on the market increase, Flaherty Crumrine's returns are expected to increase less than the market. However, during the bear market, the loss of holding Flaherty Crumrine is expected to be smaller as well.
Flaherty Crumrine Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Flaherty Crumrine, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Flaherty Crumrine will eventually generate negative long term returns. The profitability progress is the general direction of Flaherty Crumrine's change in net profit over the period of time. It can combine multiple indicators of Flaherty Crumrine, 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.
Flaherty Crumrine Preferred Securities Income Fund Inc. is a closed-ended balanced mutual fund launched and managed by Flaherty Crumrine Incorporated. The fund invests in the public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in investment grade preferred securities consisting of hybrid or taxable preferreds. It employs quantitative analysis to create its portfolio. The fund benchmarks the performance of its portfolio against the Merrill Lynch 8 percent Capped DRD Preferred Stock Index, Merrill Lynch Hybrid Preferred Securities Index, and Merrill Lynch Adjustable Preferred Stock 7 percent Constrained Index. It was formerly known as Flaherty CrumrineClaymore Preferred Securities Income Fund Incorporated. Flaherty Crumrine Preferred Securities Income Fund Inc. was formed on May 23, 2002 and is domiciled in the United States.
Flaherty Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Flaherty Crumrine. 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 Flaherty Crumrine 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 Flaherty Crumrine's important profitability drivers and their relationship over time.
Use Flaherty Crumrine 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 Flaherty Crumrine 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 Flaherty Crumrine will appreciate offsetting losses from the drop in the long position's value.Flaherty Crumrine Pair Trading
Flaherty Crumrine Preferred Pair Trading Analysis
The ability to find closely correlated positions to Flaherty Crumrine could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Flaherty Crumrine 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 Flaherty Crumrine - 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 Flaherty Crumrine Preferred to buy it.
The correlation of Flaherty Crumrine 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 Flaherty Crumrine moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Flaherty Crumrine 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 Flaherty Crumrine 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 Flaherty Crumrine position
In addition to having Flaherty Crumrine 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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Utilities
Highly leveraged corporations that deliver utilities such as power, water or gas to public or business. The Utilities theme has 30 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 Utilities Theme or any other thematic opportunities.
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Other Information on Investing in Flaherty Fund
To fully project Flaherty Crumrine's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Flaherty Crumrine 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 Flaherty Crumrine's income statement, its balance sheet, and the statement of cash flows.
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