Smi Dynamic Net Asset vs. Annual Yield
| SMIDX Fund | USD 13.20 0.01 0.08% |
For Smi Dynamic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Smi Dynamic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Smi Dynamic Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Smi Dynamic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Smi Dynamic Allocation over time as well as its relative position and ranking within its peers.
Smi |
Smi Dynamic Allocation Annual Yield vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Smi Dynamic's current stock value. Our valuation model uses many indicators to compare Smi Dynamic value to that of its competitors to determine the firm's financial worth. Smi Dynamic Allocation is rated top fund in net asset among similar funds. It also is rated top fund in annual yield among similar funds . The ratio of Net Asset to Annual Yield for Smi Dynamic Allocation is about 50,829,411,765 . 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 Smi Dynamic's earnings, one of the primary drivers of an investment's value.Smi Annual Yield vs. Net Asset
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.
Smi Dynamic |
| = | 86.41 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.
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.
Smi Dynamic |
| = | 0 % |
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.
Smi Annual Yield Comparison
Smi Dynamic is currently under evaluation in annual yield among similar funds.
Smi Dynamic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Smi Dynamic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Smi Dynamic will eventually generate negative long term returns. The profitability progress is the general direction of Smi Dynamic's change in net profit over the period of time. It can combine multiple indicators of Smi Dynamic, 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 indirectly will bear its proportionate share of all management fees and other expenses of the underlying funds in which it invests. Therefore, the SMI Dynamic Allocation Fund will incur higher expenses than other mutual funds that invest directly in securities.
Smi Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Smi Dynamic. 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 Smi Dynamic 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 Smi Dynamic's important profitability drivers and their relationship over time.
Use Smi Dynamic 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 Smi Dynamic 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 Smi Dynamic will appreciate offsetting losses from the drop in the long position's value.Smi Dynamic Pair Trading
Smi Dynamic Allocation Pair Trading Analysis
The ability to find closely correlated positions to Smi Dynamic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Smi Dynamic 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 Smi Dynamic - 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 Smi Dynamic Allocation to buy it.
The correlation of Smi Dynamic 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 Smi Dynamic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Smi Dynamic Allocation 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 Smi Dynamic 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 Smi Dynamic position
In addition to having Smi Dynamic 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 Latest Losers Thematic Idea Now
Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 222 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 Latest Losers Theme or any other thematic opportunities.
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Other Information on Investing in Smi Mutual Fund
To fully project Smi Dynamic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Smi Dynamic Allocation 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 Smi Dynamic's income statement, its balance sheet, and the statement of cash flows.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |