Columbia Income Equity Positions Weight vs. One Year Return
| RBBCX Fund | USD 11.84 0.05 0.42% |
For Columbia Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Income Builder utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Income Builder over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Income Builder One Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Income's current stock value. Our valuation model uses many indicators to compare Columbia Income value to that of its competitors to determine the firm's financial worth. Columbia Income Builder is rated top fund in equity positions weight among similar funds. It also is rated top fund in one year return among similar funds reporting about 0.55 of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for Columbia Income Builder is roughly 1.82 . 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 Columbia Income's earnings, one of the primary drivers of an investment's value.Columbia One Year Return 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.
Columbia Income |
| = | 20.26 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Columbia Income |
| = | 11.11 % |
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.
Columbia One Year Return Comparison
Columbia Income is currently under evaluation in one year return among similar funds.
Columbia Income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Income will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Income's change in net profit over the period of time. It can combine multiple indicators of Columbia Income, 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 is a fund of funds and seeks to achieve its objective by investing in a combination of underlying funds, including mutual funds and exchange-traded funds , representing different asset classes, potentially including an allocation to alternative investment strategies. It normally invests in each asset class within the following target asset allocation ranges Equity 0-35, Fixed Income 55-100, Cash 0-15, Alternative and Other Strategies 0-20. It is non-diversified.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Income. 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 Columbia Income 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 Columbia Income's important profitability drivers and their relationship over time.
Use Columbia Income 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 Columbia Income 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 Columbia Income will appreciate offsetting losses from the drop in the long position's value.Columbia Income Pair Trading
Columbia Income Builder Pair Trading Analysis
The ability to find closely correlated positions to Columbia Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Income 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 Columbia Income - 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 Columbia Income Builder to buy it.
The correlation of Columbia Income 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 Columbia Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Income Builder 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 Columbia Income 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 Columbia Income position
In addition to having Columbia Income 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 Warren Buffett Holdings Thematic Idea Now
Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 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 Warren Buffett Holdings Theme or any other thematic opportunities.
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Other Information on Investing in Columbia Mutual Fund
To fully project Columbia Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Columbia Income Builder 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 Columbia Income's income statement, its balance sheet, and the statement of cash flows.
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