Putnam High Revenue vs. One Year Return
Putnam High Income One Year Return vs. Revenue Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Putnam High's current stock value. Our valuation model uses many indicators to compare Putnam High value to that of its competitors to determine the firm's financial worth. Putnam High Income is regarded third largest fund in revenue among similar funds. It is rated below average in one year return among similar funds . The ratio of Revenue to One Year Return for Putnam High Income is about 332,055 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Putnam High by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Putnam One Year Return vs. Revenue
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Putnam High |
| = | 3.61 M |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Putnam High |
| = | 10.87 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Putnam One Year Return Comparison
Putnam High is currently under evaluation in one year return among similar funds.
Putnam High Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Putnam High, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Putnam High will eventually generate negative long term returns. The profitability progress is the general direction of Putnam High's change in net profit over the period of time. It can combine multiple indicators of Putnam High, 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.
High Income Securities Fund is a closed-ended balanced income mutual fund launched and managed by Putnam Investment Management, LLC. The fund was formerly known as Putnam High Income Securities Fund High Income Securities Fund was formed on July 9, 1987 and is domiciled in the United States. Putnam High operates under Asset Management classification in the United States and is traded on New York Stock Exchange.
Putnam Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Putnam High. 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 Putnam High 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 Putnam High's important profitability drivers and their relationship over time.
Putnam High Earnings per Share Projection vs Actual
Use Putnam High 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 Putnam High 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 Putnam High will appreciate offsetting losses from the drop in the long position's value.Putnam High Pair Trading
Putnam High Income Pair Trading Analysis
The ability to find closely correlated positions to Putnam High could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Putnam High 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 Putnam High - 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 Putnam High Income to buy it.
The correlation of Putnam High 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 Putnam High moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Putnam High Income 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 Putnam High 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 Putnam High position
In addition to having Putnam High 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 Natural Foods Thematic Idea Now
Natural Foods
Companies producing natural foods including dairy products and different types of meets. The Natural Foods theme has 48 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 Natural Foods Theme or any other thematic opportunities.
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Other Information on Investing in Putnam Fund
To fully project Putnam High's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Putnam High Income 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 Putnam High's income statement, its balance sheet, and the statement of cash flows.
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