Dividend Opportunities Five Year Return vs. Bond Positions Weight
Based on Dividend Opportunities' profitability indicators, Dividend Opportunities Fund 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 Dividend Opportunities' 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 persons.
Please note, there is a significant difference between Dividend Opportunities' value and its price as these two are different measures arrived at by different means. Investors typically determine if Dividend Opportunities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dividend Opportunities' 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 Dividend Opportunities profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dividend Opportunities to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dividend Opportunities Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dividend Opportunities's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dividend Opportunities Fund over time as well as its relative position and ranking within its peers.
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Dividend Opportunities Bond Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dividend Opportunities's current stock value. Our valuation model uses many indicators to compare Dividend Opportunities value to that of its competitors to determine the firm's financial worth. Dividend Opportunities Fund is one of the top funds in five year return among similar funds. It also is one of the top funds in bond positions weight among similar funds creating about 8.28 of Bond Positions Weight per Five 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 Dividend Opportunities' earnings, one of the primary drivers of an investment's value.Dividend Bond Positions Weight vs. Five Year Return
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.
Dividend Opportunities |
| = | 5.23 % |
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.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Dividend Opportunities |
| = | 43.33 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Dividend Bond Positions Weight Comparison
Dividend Opportunities is currently under evaluation in bond positions weight among similar funds.
Dividend Opportunities Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dividend Opportunities, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dividend Opportunities will eventually generate negative long term returns. The profitability progress is the general direction of Dividend Opportunities' change in net profit over the period of time. It can combine multiple indicators of Dividend Opportunities, 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 investment seeks to provide total return, including capital appreciation, and current income. Meeder Moderate is traded on NASDAQ Exchange in the United States.
Dividend Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dividend Opportunities. 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 Dividend Opportunities 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 Dividend Opportunities' important profitability drivers and their relationship over time.
Use Dividend Opportunities 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 Dividend Opportunities 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 Dividend Opportunities will appreciate offsetting losses from the drop in the long position's value.Dividend Opportunities Pair Trading
Dividend Opportunities Fund Pair Trading Analysis
The ability to find closely correlated positions to General Mills could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace General Mills 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 General Mills - 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 General Mills to buy it.
The correlation of General Mills 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 General Mills moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if General Mills 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 General Mills 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 Dividend Opportunities position
In addition to having Dividend Opportunities 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 Target Outcome ETFs Thematic Idea Now
Target Outcome ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Target Outcome ETFs theme has 93 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 Target Outcome ETFs 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 persons. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Other Tools for Dividend Mutual Fund
When running Dividend Opportunities' price analysis, check to measure Dividend Opportunities' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dividend Opportunities is operating at the current time. Most of Dividend Opportunities' value examination focuses on studying past and present price action to predict the probability of Dividend Opportunities' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dividend Opportunities' price. Additionally, you may evaluate how the addition of Dividend Opportunities to your portfolios can decrease your overall portfolio volatility.
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