Longleaf Partners Cash Position Weight vs. Ten Year Return
| LLPFX Fund | USD 25.66 0.24 0.94% |
For Longleaf Partners profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Longleaf Partners to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Longleaf Partners Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Longleaf Partners's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Longleaf Partners Fund over time as well as its relative position and ranking within its peers.
Longleaf |
Longleaf Partners Ten Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Longleaf Partners's current stock value. Our valuation model uses many indicators to compare Longleaf Partners value to that of its competitors to determine the firm's financial worth. Longleaf Partners Fund is number one fund in cash position weight among similar funds. It also is number one fund in ten year return among similar funds reporting about 0.23 of Ten Year Return per Cash Position Weight. The ratio of Cash Position Weight to Ten Year Return for Longleaf Partners Fund is roughly 4.43 . 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 Longleaf Partners' earnings, one of the primary drivers of an investment's value.Longleaf Ten Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Longleaf Partners |
| = | 19.32 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Longleaf Partners |
| = | 4.36 % |
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.
Longleaf Ten Year Return Comparison
Longleaf Partners is currently under evaluation in ten year return among similar funds.
Longleaf Partners Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Longleaf Partners, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Longleaf Partners will eventually generate negative long term returns. The profitability progress is the general direction of Longleaf Partners' change in net profit over the period of time. It can combine multiple indicators of Longleaf Partners, 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 primarily owns common stock or securities convertible into common stock but may purchase other types of securities. The fund may invest up to 30 percent of assets in non-U.S. securities, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts . It is non-diversified.
Longleaf Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Longleaf Partners. 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 Longleaf Partners 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 Longleaf Partners' important profitability drivers and their relationship over time.
Use Longleaf Partners 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 Longleaf Partners 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 Longleaf Partners will appreciate offsetting losses from the drop in the long position's value.Longleaf Partners Pair Trading
Longleaf Partners Fund Pair Trading Analysis
The ability to find closely correlated positions to Longleaf Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Longleaf Partners 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 Longleaf Partners - 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 Longleaf Partners Fund to buy it.
The correlation of Longleaf Partners 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 Longleaf Partners moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Longleaf Partners 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 Longleaf Partners 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 Longleaf Partners position
In addition to having Longleaf Partners 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 Farming Thematic Idea Now
Farming
Companies producing farming products and providing services for farmers. The Farming theme has 41 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 Farming Theme or any other thematic opportunities.
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Other Information on Investing in Longleaf Mutual Fund
To fully project Longleaf Partners' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Longleaf Partners 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 Longleaf Partners' income statement, its balance sheet, and the statement of cash flows.
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