Holbrook Income Net Asset vs. Bond Positions Weight
| HOBAX Fund | USD 9.84 0.02 0.20% |
For Holbrook Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Holbrook Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Holbrook Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Holbrook Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Holbrook Income over time as well as its relative position and ranking within its peers.
Holbrook |
Holbrook Income Bond Positions Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Holbrook Income's current stock value. Our valuation model uses many indicators to compare Holbrook Income value to that of its competitors to determine the firm's financial worth. Holbrook Income is one of the top funds in net asset among similar funds. It also is one of the top funds in bond positions weight among similar funds . The ratio of Net Asset to Bond Positions Weight for Holbrook Income is about 108,513,973 . 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 Holbrook Income's earnings, one of the primary drivers of an investment's value.Holbrook Bond Positions Weight vs. Net Asset
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.
Holbrook Income |
| = | 893.07 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.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Holbrook Income |
| = | 8.23 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Holbrook Bond Positions Weight Comparison
Holbrook Income is currently under evaluation in bond positions weight among similar funds.
Holbrook Income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Holbrook Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Holbrook Income will eventually generate negative long term returns. The profitability progress is the general direction of Holbrook Income's change in net profit over the period of time. It can combine multiple indicators of Holbrook Income, 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 normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. It will allocate up to 100 percent of its portfolio in fixed income securities through direct investments or through the purchase of closed end investment companies, exchange-traded and open-end investment companies funds that invest primarily in income producing securities.
Holbrook Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Holbrook Income. 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 Holbrook Income 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 Holbrook Income's important profitability drivers and their relationship over time.
Use Holbrook Income 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 Holbrook Income 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 Holbrook Income will appreciate offsetting losses from the drop in the long position's value.Holbrook Income Pair Trading
Holbrook Income Pair Trading Analysis
The ability to find closely correlated positions to Holbrook Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Holbrook Income 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 Holbrook Income - 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 Holbrook Income to buy it.
The correlation of Holbrook Income 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 Holbrook Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Holbrook Income 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 Holbrook Income 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 Holbrook Income position
In addition to having Holbrook Income 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 Conservative Funds Thematic Idea Now
Conservative Funds
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 37 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 Conservative Funds Theme or any other thematic opportunities.
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Other Information on Investing in Holbrook Mutual Fund
To fully project Holbrook Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Holbrook Income 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 Holbrook Income's income statement, its balance sheet, and the statement of cash flows.
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