Putnam Equity Three Year Return vs. Cash Position Weight
| PEQNX Fund | USD 35.78 0.00 0.00% |
For Putnam Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Putnam Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Putnam Equity Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Putnam Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Putnam Equity Income over time as well as its relative position and ranking within its peers.
Putnam |
Putnam Equity Income Cash Position Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Equity's current stock value. Our valuation model uses many indicators to compare Putnam Equity value to that of its competitors to determine the firm's financial worth. Putnam Equity Income is regarded second largest fund in three year return among similar funds. It is rated top fund in cash position weight among similar funds creating about 0.40 of Cash Position Weight per Three Year Return. The ratio of Three Year Return to Cash Position Weight for Putnam Equity Income is roughly 2.49 . 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 Putnam Equity's earnings, one of the primary drivers of an investment's value.Putnam Cash Position Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Putnam Equity |
| = | 10.66 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Putnam Equity |
| = | 4.29 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Putnam Cash Position Weight Comparison
Putnam Equity is currently under evaluation in cash position weight among similar funds.
Putnam Equity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Putnam Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Putnam Equity will eventually generate negative long term returns. The profitability progress is the general direction of Putnam Equity's change in net profit over the period of time. It can combine multiple indicators of Putnam Equity, 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 mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a companys valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Putnam Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Putnam Equity. 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 Equity 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 Equity's important profitability drivers and their relationship over time.
Use Putnam Equity 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 Equity 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 Equity will appreciate offsetting losses from the drop in the long position's value.Putnam Equity Pair Trading
Putnam Equity Income Pair Trading Analysis
The ability to find closely correlated positions to Putnam Equity 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 Equity 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 Equity - 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 Equity Income to buy it.
The correlation of Putnam Equity 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 Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Putnam Equity 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 Equity 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 Equity position
In addition to having Putnam Equity 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 Sports Thematic Idea Now
Sports
Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 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 Sports Theme or any other thematic opportunities.
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Other Information on Investing in Putnam Mutual Fund
To fully project Putnam Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Putnam Equity 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 Equity's income statement, its balance sheet, and the statement of cash flows.
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