Mfs Lifetime Equity Positions Weight vs. Annual Yield
Based on the measurements of profitability obtained from Mfs Lifetime's financial statements, Mfs Lifetime 2015 may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Mfs Lifetime's ability to earn profits and add value for shareholders.
Check out Correlation 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 main economic indicators.
Please note, there is a significant difference between Mfs Lifetime's value and its price as these two are different measures arrived at by different means. Investors typically determine if Mfs Lifetime is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Mfs Lifetime'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 Mfs Lifetime profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mfs Lifetime to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mfs Lifetime 2015 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mfs Lifetime's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mfs Lifetime 2015 over time as well as its relative position and ranking within its peers.
Mfs |
Mfs Lifetime 2015 Annual Yield vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mfs Lifetime's current stock value. Our valuation model uses many indicators to compare Mfs Lifetime value to that of its competitors to determine the firm's financial worth. Mfs Lifetime 2015 is rated below average in equity positions weight among similar funds. It is number one fund in annual yield among similar funds fabricating about 0.03 of Annual Yield per Equity Positions Weight. The ratio of Equity Positions Weight to Annual Yield for Mfs Lifetime 2015 is roughly 33.17 . 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 Mfs Lifetime's earnings, one of the primary drivers of an investment's value.Mfs Annual Yield 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.
Mfs Lifetime |
| = | 23.88 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Mfs Lifetime |
| = | 0.72 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Mfs Annual Yield Comparison
Mfs Lifetime is currently under evaluation in annual yield among similar funds.
Mfs Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mfs Lifetime. 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 Mfs Lifetime 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 Mfs Lifetime's important profitability drivers and their relationship over time.
Use Mfs Lifetime 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 Mfs Lifetime 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 Mfs Lifetime will appreciate offsetting losses from the drop in the long position's value.Mfs Lifetime Pair Trading
Mfs Lifetime 2015 Pair Trading Analysis
The ability to find closely correlated positions to Home Depot could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Home Depot 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 Home Depot - 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 Home Depot to buy it.
The correlation of Home Depot 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 Home Depot moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Home Depot 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 Home Depot 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 Mfs Lifetime position
In addition to having Mfs Lifetime 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 Macroaxis Picks Thematic Idea Now
Macroaxis Picks
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 50 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 Macroaxis Picks Theme or any other thematic opportunities.
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Check out Correlation 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 main economic indicators. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
Other Consideration for investing in Mfs Mutual Fund
If you are still planning to invest in Mfs Lifetime 2015 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Mfs Lifetime's history and understand the potential risks before investing.
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