Balanced Portfolio Ten Year Return vs. Price To Earning
| JABLX Fund | USD 52.84 0.27 0.51% |
For Balanced Portfolio profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Balanced Portfolio to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Balanced Portfolio Institutional utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Balanced Portfolio's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Balanced Portfolio Institutional over time as well as its relative position and ranking within its peers.
Balanced |
Balanced Portfolio Price To Earning vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Portfolio's current stock value. Our valuation model uses many indicators to compare Balanced Portfolio value to that of its competitors to determine the firm's financial worth. Balanced Portfolio Institutional is currently considered the top fund in ten year return among similar funds. It also is currently considered the top fund in price to earning among similar funds reporting about 0.77 of Price To Earning per Ten Year Return. The ratio of Ten Year Return to Price To Earning for Balanced Portfolio Institutional is roughly 1.30 . 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 Balanced Portfolio's earnings, one of the primary drivers of an investment's value.Balanced Price To Earning vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Balanced Portfolio |
| = | 9.59 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Balanced Portfolio |
| = | 7.36 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Balanced Price To Earning Comparison
Balanced Portfolio is currently under evaluation in price to earning among similar funds.
Balanced Portfolio Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Balanced Portfolio, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Balanced Portfolio will eventually generate negative long term returns. The profitability progress is the general direction of Balanced Portfolio's change in net profit over the period of time. It can combine multiple indicators of Balanced Portfolio, 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 Portfolio pursues its investment objective by normally investing 35-70 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25 percent of its assets in fixed-income senior securities. The Portfolio may also invest in foreign securities, which may include investments in emerging markets.
Balanced Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Balanced Portfolio. 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 Balanced Portfolio 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 Balanced Portfolio's important profitability drivers and their relationship over time.
Use Balanced Portfolio 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 Balanced Portfolio 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 Balanced Portfolio will appreciate offsetting losses from the drop in the long position's value.Balanced Portfolio Pair Trading
Balanced Portfolio Institutional Pair Trading Analysis
The ability to find closely correlated positions to Balanced Portfolio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Balanced Portfolio 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 Balanced Portfolio - 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 Balanced Portfolio Institutional to buy it.
The correlation of Balanced Portfolio 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 Balanced Portfolio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Balanced Portfolio 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 Balanced Portfolio 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 Balanced Portfolio position
In addition to having Balanced Portfolio 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 Silver Thematic Idea Now
Silver
Companies involved in mining, production, and distribution of silver and silver goods. The Silver theme has 47 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 Silver Theme or any other thematic opportunities.
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Other Information on Investing in Balanced Mutual Fund
To fully project Balanced Portfolio's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Balanced Portfolio 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 Balanced Portfolio's income statement, its balance sheet, and the statement of cash flows.
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