Stone Harbor One Year Return vs. Equity Positions Weight
| SHSIXDelisted Fund | USD 8.44 0.00 0.00% |
For Stone Harbor profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stone Harbor to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stone Harbor Strategic utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stone Harbor's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stone Harbor Strategic over time as well as its relative position and ranking within its peers.
Stone |
Stone Harbor Strategic Equity Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Stone Harbor's current stock value. Our valuation model uses many indicators to compare Stone Harbor value to that of its competitors to determine the firm's financial worth. Stone Harbor Strategic is rated top fund in one year return among similar funds. It also is rated top fund in equity positions weight among similar funds making about 0.01 of Equity Positions Weight per One Year Return. The ratio of One Year Return to Equity Positions Weight for Stone Harbor Strategic is roughly 91.35 . 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 Stone Harbor's earnings, one of the primary drivers of an investment's value.Stone Equity Positions Weight vs. One Year Return
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.
Stone Harbor |
| = | 6.39 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stone Harbor |
| = | 0.07 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Stone Equity Positions Weight Comparison
Stone Harbor is currently under evaluation in equity positions weight among similar funds.
Stone Harbor Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Stone Harbor, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stone Harbor will eventually generate negative long term returns. The profitability progress is the general direction of Stone Harbor's change in net profit over the period of time. It can combine multiple indicators of Stone Harbor, 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 investment seeks to maximize total return, which consists of income on its investments and capital appreciation. Stone Harbor is traded on NASDAQ Exchange in the United States.
Stone Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Stone Harbor. 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 Stone Harbor 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 Stone Harbor's important profitability drivers and their relationship over time.
Use Stone Harbor 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 Stone Harbor 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 Stone Harbor will appreciate offsetting losses from the drop in the long position's value.Stone Harbor Pair Trading
Stone Harbor Strategic Pair Trading Analysis
The ability to find closely correlated positions to Stone Harbor could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stone Harbor 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 Stone Harbor - 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 Stone Harbor Strategic to buy it.
The correlation of Stone Harbor 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 Stone Harbor moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stone Harbor Strategic 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 Stone Harbor 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 Stone Harbor position
In addition to having Stone Harbor 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 Crypto And Gold Thematic Idea Now
Crypto And Gold
Assets that cancel away each other volatility by providing diversification into gold investment combined with digital assets. The Crypto And Gold theme has 54 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 Crypto And Gold Theme or any other thematic opportunities.
| View All Next | Launch |
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Other Consideration for investing in Stone Mutual Fund
If you are still planning to invest in Stone Harbor Strategic check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Stone Harbor's history and understand the potential risks before investing.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |