Jpmorgan Diversified Price To Book vs. Cash Position Weight
Based on the measurements of profitability obtained from Jpmorgan Diversified's financial statements, Jpmorgan Diversified Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Jpmorgan Diversified's ability to earn profits and add value for shareholders.
Check out Risk vs Return Analysis 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 real.
Please note, there is a significant difference between Jpmorgan Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Diversified is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Diversified's 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 Jpmorgan Diversified profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Diversified to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Diversified Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Diversified's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Diversified Fund over time as well as its relative position and ranking within its peers.
Jpmorgan |
Jpmorgan Diversified Cash Position Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Diversified's current stock value. Our valuation model uses many indicators to compare Jpmorgan Diversified value to that of its competitors to determine the firm's financial worth. Jpmorgan Diversified Fund is currently considered the top fund in price to book among similar funds. It also is currently considered the top fund in cash position weight among similar funds creating about 5.21 of Cash Position Weight per Price To Book. 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 Jpmorgan Diversified's earnings, one of the primary drivers of an investment's value.Jpmorgan Cash Position Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Jpmorgan Diversified |
| = | 1.93 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Jpmorgan Diversified |
| = | 10.05 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Jpmorgan Cash Position Weight Comparison
Jpmorgan Diversified is currently under evaluation in cash position weight among similar funds.
Jpmorgan Diversified Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Diversified, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Diversified will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Diversified's change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Diversified, 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 adviser typically seeks to invest the funds assets among various types of asset classes based on the following allocation 3580 percent equity securities 1565 percent fixed income securities 010 percent convertible securities. Jpmorgan Diversified is traded on NASDAQ Exchange in the United States.
Jpmorgan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Diversified. 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 Jpmorgan Diversified 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 Jpmorgan Diversified's important profitability drivers and their relationship over time.
Use Jpmorgan Diversified 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 Jpmorgan Diversified 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 Jpmorgan Diversified will appreciate offsetting losses from the drop in the long position's value.Jpmorgan Diversified Pair Trading
Jpmorgan Diversified Fund Pair Trading Analysis
The ability to find closely correlated positions to Teradata Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Teradata Corp 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 Teradata Corp - 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 Teradata Corp to buy it.
The correlation of Teradata Corp 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 Teradata Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Teradata Corp 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 Teradata Corp 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 Jpmorgan Diversified position
In addition to having Jpmorgan Diversified 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 Artificial Intelligence Thematic Idea Now
Artificial Intelligence
Technology companies, funds, and ETFs across multiple industries that are involved in research or development in the field of reasoning, learning, natural language processing and perception as well as its application to science and commerce. This theme may also include entities involved in cybernetics and cognitive brain simulation field. The Artificial Intelligence theme has 42 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 Artificial Intelligence 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 mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Other Tools for Jpmorgan Mutual Fund
When running Jpmorgan Diversified's price analysis, check to measure Jpmorgan Diversified's 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 Jpmorgan Diversified is operating at the current time. Most of Jpmorgan Diversified's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Diversified's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jpmorgan Diversified's price. Additionally, you may evaluate how the addition of Jpmorgan Diversified to your portfolios can decrease your overall portfolio volatility.
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