Osterweis Strategic Annual Yield vs. Price To Earning
| OSTVX Fund | USD 17.81 0.07 0.39% |
For Osterweis Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Osterweis Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Osterweis Strategic Investment utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Osterweis Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Osterweis Strategic Investment over time as well as its relative position and ranking within its peers.
Osterweis |
Osterweis Strategic Price To Earning vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Osterweis Strategic's current stock value. Our valuation model uses many indicators to compare Osterweis Strategic value to that of its competitors to determine the firm's financial worth. Osterweis Strategic Investment is regarded second largest fund in annual yield among similar funds. It is rated below average in price to earning among similar funds reporting about 741.25 of Price To Earning per Annual Yield. 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 Osterweis Strategic's earnings, one of the primary drivers of an investment's value.Osterweis Price To Earning vs. Annual Yield
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.
Osterweis Strategic |
| = | 0.02 % |
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.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Osterweis Strategic |
| = | 17.79 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Osterweis Price To Earning Comparison
Osterweis Strategic is currently under evaluation in price to earning among similar funds.
Osterweis Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Osterweis Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Osterweis Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Osterweis Strategic's change in net profit over the period of time. It can combine multiple indicators of Osterweis Strategic, 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 invests in both equity and fixed income securities that Osterweis Capital Management, LLC believes can deliver attractive long-term returns and enhanced capital preservation. The fund also focuses on generating consistent and growing income over time in addition to capital appreciation. The funds investments in any one sector may exceed 25 percent of its net assets. In executing the strategy, the advisors seek to deliver returns through both income and growth.
Osterweis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Osterweis Strategic. 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 Osterweis Strategic 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 Osterweis Strategic's important profitability drivers and their relationship over time.
Use Osterweis Strategic 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 Osterweis Strategic 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 Osterweis Strategic will appreciate offsetting losses from the drop in the long position's value.Osterweis Strategic Pair Trading
Osterweis Strategic Investment Pair Trading Analysis
The ability to find closely correlated positions to Osterweis Strategic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Osterweis Strategic 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 Osterweis Strategic - 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 Osterweis Strategic Investment to buy it.
The correlation of Osterweis Strategic 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 Osterweis Strategic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Osterweis Strategic 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 Osterweis Strategic 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 Osterweis Strategic position
In addition to having Osterweis Strategic 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 Wholesale Thematic Idea Now
Wholesale
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Wholesale theme has 61 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 Wholesale Theme or any other thematic opportunities.
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Other Information on Investing in Osterweis Mutual Fund
To fully project Osterweis Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Osterweis Strategic 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 Osterweis Strategic's income statement, its balance sheet, and the statement of cash flows.
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