Moderately Servative Bond Positions Weight vs. Cash Position Weight

SMACX Fund  USD 11.65  0.05  0.43%   
Based on the measurements of profitability obtained from Moderately Servative's financial statements, Moderately Servative Balanced 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 Moderately Servative's ability to earn profits and add value for shareholders.
For Moderately Servative profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Moderately Servative to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Moderately Servative Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Moderately Servative's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Moderately Servative Balanced 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 Moderately Servative's value and its price as these two are different measures arrived at by different means. Investors typically determine if Moderately Servative is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Moderately Servative'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.

Moderately Servative Cash Position Weight vs. Bond Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Moderately Servative's current stock value. Our valuation model uses many indicators to compare Moderately Servative value to that of its competitors to determine the firm's financial worth.
Moderately Servative Balanced is rated top fund in bond positions weight among similar funds. It also is rated top fund in cash position weight among similar funds creating about  4.19  of Cash Position Weight per Bond Positions 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 Moderately Servative's earnings, one of the primary drivers of an investment's value.

Moderately Cash Position Weight vs. Bond Positions Weight

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Moderately Servative

Bond Percentage

 = 

% of Bonds

in the fund

 = 
4.17 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Moderately Servative

Cash Percentage

 = 

% of Cash

in the fund

 = 
17.47 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Moderately Cash Position Weight Comparison

Moderately Servative is currently under evaluation in cash position weight among similar funds.

Moderately Servative Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Moderately Servative, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Moderately Servative will eventually generate negative long term returns. The profitability progress is the general direction of Moderately Servative's change in net profit over the period of time. It can combine multiple indicators of Moderately Servative, 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 Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.

Moderately Profitability Driver Comparison

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

Use Moderately Servative 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 Moderately Servative 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 Moderately Servative will appreciate offsetting losses from the drop in the long position's value.

Moderately Servative Pair Trading

Moderately Servative Balanced Pair Trading Analysis

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

In addition to having Moderately Servative 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.

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Run World Allocation Funds Thematic Idea Now

World Allocation Funds
World Allocation Funds Theme
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 44 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 World Allocation Funds Theme or any other thematic opportunities.
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Other Information on Investing in Moderately Mutual Fund

To fully project Moderately Servative's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Moderately Servative 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 Moderately Servative's income statement, its balance sheet, and the statement of cash flows.
Potential Moderately Servative investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Moderately Servative investors may work on each financial statement separately, they are all related. The changes in Moderately Servative's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Moderately Servative'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.
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