Swan Defined Cash Position Weight vs. Net Asset
| SDCIX Fund | USD 14.96 0.05 0.34% |
For Swan Defined profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Swan Defined to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Swan Defined Risk utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Swan Defined's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Swan Defined Risk over time as well as its relative position and ranking within its peers.
Swan |
Swan Defined Risk Net Asset vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Swan Defined's current stock value. Our valuation model uses many indicators to compare Swan Defined value to that of its competitors to determine the firm's financial worth. Swan Defined Risk is rated top fund in cash position weight among similar funds. It also is rated top fund in net asset among similar funds making up about 5,272,059 of Net Asset per Cash Position Weight. 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 Swan Defined's earnings, one of the primary drivers of an investment's value.Swan Net Asset vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Swan Defined |
| = | 6.80 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Swan Defined |
| = | 35.85 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Swan Net Asset Comparison
Swan Defined is currently under evaluation in net asset among similar funds.
Swan Defined Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Swan Defined, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Swan Defined will eventually generate negative long term returns. The profitability progress is the general direction of Swan Defined's change in net profit over the period of time. It can combine multiple indicators of Swan Defined, 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 directly, or indirectly through ETFs, in equity securities of domestic small capitalization companies, exchange-traded long-term put options on U.S. exchanges for hedging purposes, and buying and selling exchange-traded put and call options on various ETFs, securities and equity indices to generate additional returns.
Swan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Swan Defined. 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 Swan Defined 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 Swan Defined's important profitability drivers and their relationship over time.
Use Swan Defined 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 Swan Defined 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 Swan Defined will appreciate offsetting losses from the drop in the long position's value.Swan Defined Pair Trading
Swan Defined Risk Pair Trading Analysis
The ability to find closely correlated positions to Swan Defined could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Swan Defined 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 Swan Defined - 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 Swan Defined Risk to buy it.
The correlation of Swan Defined 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 Swan Defined moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Swan Defined Risk 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 Swan Defined 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 Swan Defined position
In addition to having Swan Defined 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?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Absolute Returns ETFs 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 Absolute Returns ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Swan Mutual Fund
To fully project Swan Defined's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Swan Defined Risk 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 Swan Defined's income statement, its balance sheet, and the statement of cash flows.
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