IShares Three Year Return vs. Equity Positions Weight
| IAUF Etf | USD 63.01 0.08 0.13% |
For IShares profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well IShares utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of IShares over time as well as its relative position and ranking within its peers.
IShares |
The market value of IShares is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares' value that differs from its market value or its book value, called intrinsic value, which is IShares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares' market value can be influenced by many factors that don't directly affect IShares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares' 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.
IShares Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares's current stock value. Our valuation model uses many indicators to compare IShares value to that of its competitors to determine the firm's financial worth. IShares is rated below average in three year return as compared to similar ETFs. It is considered the top ETF in equity positions weight as compared to similar ETFs making about 0.06 of Equity Positions Weight per Three Year Return. The ratio of Three Year Return to Equity Positions Weight for IShares is roughly 16.61 . Comparative valuation analysis is a catch-all technique that is used if you cannot value IShares by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.IShares Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
IShares |
| = | 10.30 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
IShares |
| = | 0.62 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
IShares Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares will eventually generate negative long term returns. The profitability progress is the general direction of IShares' change in net profit over the period of time. It can combine multiple indicators of IShares, 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 underlying index is composed of exchange-traded gold futures contracts and one or more ETPs backed by or linked to physical gold. Ishares Gold is traded on BATS Exchange in the United States.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares. 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 IShares 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 IShares' important profitability drivers and their relationship over time.
| Three Year Return vs Beta | ||
| One Year Return vs Equity Positions Weight | ||
| Three Year Return vs Five Year Return | ||
| Net Asset vs Equity Positions Weight | ||
| Three Year Return vs Last Dividend Paid |
Use IShares 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 IShares 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 IShares will appreciate offsetting losses from the drop in the long position's value.IShares Pair Trading
IShares Pair Trading Analysis
The ability to find closely correlated positions to IShares could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares 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 IShares - 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 IShares to buy it.
The correlation of IShares 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 IShares moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if IShares 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 IShares 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 IShares position
In addition to having IShares 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 Disruptive Technologies Thematic Idea Now
Disruptive Technologies
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 64 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 Disruptive Technologies Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
To fully project IShares' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of IShares 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 IShares' income statement, its balance sheet, and the statement of cash flows.