Asia Opportunity Five Year Return vs. Equity Positions Weight
| MSAWX Fund | USD 20.54 0.09 0.44% |
For Asia Opportunity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Asia Opportunity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Asia Opportunity Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Asia Opportunity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Asia Opportunity Portfolio over time as well as its relative position and ranking within its peers.
Asia |
Asia Opportunity Por Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Asia Opportunity's current stock value. Our valuation model uses many indicators to compare Asia Opportunity value to that of its competitors to determine the firm's financial worth. Asia Opportunity Portfolio is number one fund in five year return among similar funds. It also is number one fund in equity positions weight among similar funds making about 62.80 of Equity Positions Weight per Five Year Return. 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 Asia Opportunity's earnings, one of the primary drivers of an investment's value.Asia Equity Positions Weight vs. Five Year Return
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.
Asia Opportunity |
| = | 1.55 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Asia Opportunity |
| = | 97.55 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Asia Equity Positions Weight Comparison
Asia Opportunity is currently under evaluation in equity positions weight among similar funds.
Asia Opportunity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Asia Opportunity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Asia Opportunity will eventually generate negative long term returns. The profitability progress is the general direction of Asia Opportunity's change in net profit over the period of time. It can combine multiple indicators of Asia Opportunity, 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.
Under normal market conditions, the Adviser seeks to achieve the funds investment objective by investing primarily in equity securities of issuers located in Asia, excluding Japan. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. For purposes of maintaining exposure of at least 80 percent of the funds assets to equity securities of issuers located in Asia, the fund may also invest in ADRs, GDRs and other types of depositary receipts with respect to issuers located in Asia.
Asia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Asia Opportunity. 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 Asia Opportunity 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 Asia Opportunity's important profitability drivers and their relationship over time.
| Five Year Return vs Year To Date Return | ||
| One Year Return vs Equity Positions Weight | ||
| Five Year Return vs Three Year Return | ||
| Net Asset vs Equity Positions Weight | ||
| Five Year Return vs Cash Position Weight |
Use Asia Opportunity 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 Asia Opportunity 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 Asia Opportunity will appreciate offsetting losses from the drop in the long position's value.Asia Opportunity Pair Trading
Asia Opportunity Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Asia Opportunity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Asia Opportunity 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 Asia Opportunity - 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 Asia Opportunity Portfolio to buy it.
The correlation of Asia Opportunity 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 Asia Opportunity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Asia Opportunity Por 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 Asia Opportunity 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 Asia Opportunity position
In addition to having Asia Opportunity 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?
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USD Crypto Fund
Fund from digital currency traded on multiple global exchanges in US dollors. The USD Crypto Fund theme has 24 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 USD Crypto Fund Theme or any other thematic opportunities.
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Other Information on Investing in Asia Mutual Fund
To fully project Asia Opportunity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Asia Opportunity Por 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 Asia Opportunity's income statement, its balance sheet, and the statement of cash flows.
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