Real Assets Cash Position Weight vs. Five Year Return
| MRJCX Fund | USD 10.95 0.04 0.37% |
For Real Assets profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Real Assets to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Real Assets Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Real Assets's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Real Assets Portfolio over time as well as its relative position and ranking within its peers.
Real |
Real Assets Portfolio Five Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Real Assets's current stock value. Our valuation model uses many indicators to compare Real Assets value to that of its competitors to determine the firm's financial worth. Real Assets Portfolio is number one fund in cash position weight among similar funds. It also is number one fund in five year return among similar funds reporting about 0.30 of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Real Assets Portfolio is roughly 3.31 . 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 Real Assets' earnings, one of the primary drivers of an investment's value.Real Five 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.
Real Assets |
| = | 20.13 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Real Assets |
| = | 6.08 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Real Five Year Return Comparison
Real Assets is currently under evaluation in five year return among similar funds.
Real Assets Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Real Assets, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Real Assets will eventually generate negative long term returns. The profitability progress is the general direction of Real Assets' change in net profit over the period of time. It can combine multiple indicators of Real Assets, 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 seeks to achieve its investment objective by investing in inflation-sensitive securities, such as inflation-sensitive global equities , commodities and inflation-linked bonds . Under normal market conditions, the adviser typically expects to invest between 50-100 percent of its total assets in Core Real Assets.
Real Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Real Assets. 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 Real Assets 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 Real Assets' important profitability drivers and their relationship over time.
Use Real Assets 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 Real Assets 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 Real Assets will appreciate offsetting losses from the drop in the long position's value.Real Assets Pair Trading
Real Assets Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Real Assets could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Real Assets 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 Real Assets - 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 Real Assets Portfolio to buy it.
The correlation of Real Assets 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 Real Assets moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Real Assets 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 Real Assets 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 Real Assets position
In addition to having Real Assets 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 Steel Works Etc Thematic Idea Now
Steel Works Etc
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Steel Works Etc theme has 54 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 Steel Works Etc Theme or any other thematic opportunities.
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Other Information on Investing in Real Mutual Fund
To fully project Real Assets' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Real Assets 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 Real Assets' income statement, its balance sheet, and the statement of cash flows.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |