Real Estate Market Capitalization vs. Beta
| FIIB11 Fund | BRL 487.89 1.38 0.28% |
For Real Estate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Real Estate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Real Estate Investment utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Real Estate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Real Estate Investment over time as well as its relative position and ranking within its peers.
Real |
Real Estate Investment Beta vs. Market Capitalization Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Real Estate's current stock value. Our valuation model uses many indicators to compare Real Estate value to that of its competitors to determine the firm's financial worth. Real Estate Investment is rated # 3 fund in market capitalization among similar funds. It also is rated # 3 fund in beta among similar funds . The ratio of Market Capitalization to Beta for Real Estate Investment is about 4,025,777,778 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Real Estate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Real Estate's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Real Beta vs. Market Capitalization
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.
Real Estate |
| = | 362.32 M |
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.
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.
Real Estate |
| = | 0.09 |
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.
Beta Analysis
As returns on the market increase, Real Estate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Real Estate is expected to be smaller as well.
Real Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Real Estate. 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 Real Estate 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 Real Estate's important profitability drivers and their relationship over time.
Use Real Estate 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 Real Estate 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 Real Estate will appreciate offsetting losses from the drop in the long position's value.Real Estate Pair Trading
Real Estate Investment Pair Trading Analysis
The ability to find closely correlated positions to Real Estate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Real Estate 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 Real Estate - 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 Real Estate Investment to buy it.
The correlation of Real Estate 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 Real Estate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Real Estate Investment 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 Real Estate 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 Real Estate position
In addition to having Real Estate 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 Buywrite ETFs Thematic Idea Now
Buywrite ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Buywrite ETFs theme has 25 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 Buywrite ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Real Fund
To fully project Real Estate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Real Estate Investment 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 Real Estate's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |