Horizon Defined Equity Positions Weight vs. Net Asset
| HNDRX Fund | USD 78.52 0.35 0.45% |
For Horizon Defined profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Horizon Defined to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Horizon Defined Risk utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Horizon Defined's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Horizon Defined Risk over time as well as its relative position and ranking within its peers.
Horizon |
Horizon Defined Risk Net Asset vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Horizon Defined's current stock value. Our valuation model uses many indicators to compare Horizon Defined value to that of its competitors to determine the firm's financial worth. Horizon Defined Risk is one of the top funds in equity positions weight among similar funds. It also is one of the top funds in net asset among similar funds making up about 4,864,692 of Net Asset per Equity Positions Weight. 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 Horizon Defined's earnings, one of the primary drivers of an investment's value.Horizon Net Asset 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.
Horizon Defined |
| = | 98.59 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Horizon Defined |
| = | 479.61 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.
Horizon Net Asset Comparison
Horizon Defined is currently under evaluation in net asset among similar funds.
Horizon Defined Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Horizon Defined, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Horizon Defined will eventually generate negative long term returns. The profitability progress is the general direction of Horizon Defined's change in net profit over the period of time. It can combine multiple indicators of Horizon Defined, 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 funds investment adviser seeks to achieve the funds investment objective by investing in a broadly diversified portfolio of equity securities , while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options . The Equity Portfolio typically focuses on investing in individual stocks. The Options Portfolio will generally consist of options collars.
Horizon Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Horizon Defined. 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 Horizon Defined 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 Horizon Defined's important profitability drivers and their relationship over time.
Use Horizon Defined 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 Horizon Defined 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 Horizon Defined will appreciate offsetting losses from the drop in the long position's value.Horizon Defined Pair Trading
Horizon Defined Risk Pair Trading Analysis
The ability to find closely correlated positions to Horizon Defined could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Horizon Defined 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 Horizon Defined - 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 Horizon Defined Risk to buy it.
The correlation of Horizon Defined 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 Horizon Defined moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Horizon Defined Risk 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 Horizon Defined 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 Horizon Defined position
In addition to having Horizon Defined 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 Financials ETFs Thematic Idea Now
Financials ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Financials ETFs theme has 45 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 Financials ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Horizon Mutual Fund
To fully project Horizon Defined's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Horizon Defined Risk 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 Horizon Defined's income statement, its balance sheet, and the statement of cash flows.
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