Oppenheimer Global Equity Positions Weight vs. Annual Yield

QMGRX Fund  USD 11.26  0.05  0.45%   
Taking into consideration Oppenheimer Global's profitability measurements, Oppenheimer Global Multi Asset may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Oppenheimer Global's ability to earn profits and add value for shareholders.
For Oppenheimer Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oppenheimer Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oppenheimer Global Multi Asset utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oppenheimer Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oppenheimer Global Multi Asset over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Oppenheimer Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Oppenheimer Global Annual Yield vs. Equity Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Global's current stock value. Our valuation model uses many indicators to compare Oppenheimer Global value to that of its competitors to determine the firm's financial worth.
Oppenheimer Global Multi Asset is rated top fund in equity positions weight among similar funds. It also is rated top fund in annual yield among similar funds . The ratio of Equity Positions Weight to Annual Yield for Oppenheimer Global Multi Asset is about  1,416 . 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 Oppenheimer Global's earnings, one of the primary drivers of an investment's value.

Oppenheimer Annual Yield vs. Equity Positions Weight

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Oppenheimer Global

Stock Percentage

 = 

% of Equities

in the fund

 = 
66.00 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.

Oppenheimer Global

Yield

 = 

Income from Security

Current Share Price

 = 
0.05 %
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.

Oppenheimer Annual Yield Comparison

Oppenheimer Global is currently under evaluation in annual yield among similar funds.

Oppenheimer Global Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Oppenheimer Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oppenheimer Global will eventually generate negative long term returns. The profitability progress is the general direction of Oppenheimer Global's change in net profit over the period of time. It can combine multiple indicators of Oppenheimer Global, 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 seeks to achieve its investment objective by investing mainly in a broad range of international equity securities and other types of investments, including derivatives. It may invest without limit in all types of equity securities, including common stock, depositary receipts, and other securities or instruments whose prices are linked to the value of common stock. The fund may gain exposure to equity investments through listed and over-the-counter options.

Oppenheimer Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Oppenheimer Global. 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 Oppenheimer Global 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 Oppenheimer Global's important profitability drivers and their relationship over time.

Use Oppenheimer Global 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 Oppenheimer Global 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 Oppenheimer Global will appreciate offsetting losses from the drop in the long position's value.

Oppenheimer Global Pair Trading

Oppenheimer Global Multi Asset Pair Trading Analysis

The ability to find closely correlated positions to Oppenheimer Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Oppenheimer Global 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 Oppenheimer Global - 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 Oppenheimer Global Multi Asset to buy it.
The correlation of Oppenheimer Global 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 Oppenheimer Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oppenheimer Global 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 Oppenheimer Global 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Oppenheimer Global position

In addition to having Oppenheimer Global 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 Gold and Gold Mining Thematic Idea Now

Gold and Gold Mining
Gold and Gold Mining Theme
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 100 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 Gold and Gold Mining Theme or any other thematic opportunities.
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Other Information on Investing in Oppenheimer Mutual Fund

To fully project Oppenheimer Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oppenheimer Global 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 Oppenheimer Global's income statement, its balance sheet, and the statement of cash flows.
Potential Oppenheimer Global investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Oppenheimer Global investors may work on each financial statement separately, they are all related. The changes in Oppenheimer Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oppenheimer Global's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Fundamental Analysis
View fundamental data based on most recent published financial statements
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments