Sound Mind Three Year Return vs. Equity Positions Weight
| SMIFX Fund | USD 10.36 0.05 0.48% |
For Sound Mind profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sound Mind to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sound Mind Investing utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sound Mind's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sound Mind Investing over time as well as its relative position and ranking within its peers.
Sound |
Sound Mind Investing Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sound Mind's current stock value. Our valuation model uses many indicators to compare Sound Mind value to that of its competitors to determine the firm's financial worth. Sound Mind Investing is rated below average in three year return among similar funds. It also is rated below average in equity positions weight among similar funds making about 15.78 of Equity Positions Weight per Three Year Return. 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 Sound Mind's earnings, one of the primary drivers of an investment's value.Sound Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Sound Mind |
| = | 5.46 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Sound Mind |
| = | 86.15 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Sound Equity Positions Weight Comparison
Sound Mind is rated below average in equity positions weight among similar funds.
Sound Mind Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sound Mind, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sound Mind will eventually generate negative long term returns. The profitability progress is the general direction of Sound Mind's change in net profit over the period of time. It can combine multiple indicators of Sound Mind, 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 SMI Fund seeks to achieve its objective by investing in a diversified portfolio of other investment companies using a Stock Upgrading strategy. This strategy is a systematic investment approach that is based on the belief of SMI Advisory Services, LLC , the SMI Funds adviser, that superior returns can be obtained by constantly monitoring the performance of a wide universe of other investment companies, and standing ready to move assets into funds deemed by the Advisor to be most attractive at the time of analysis. The fund is non-diversified.
Sound Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sound Mind. 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 Sound Mind 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 Sound Mind's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Sound Mind without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Odds Of Bankruptcy Now
Odds Of BankruptcyGet analysis of equity chance of financial distress in the next 2 years |
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Use Investing Themes to Complement your Sound Mind position
In addition to having Sound Mind 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 Recreation Thematic Idea Now
Recreation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Recreation theme has 34 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 Recreation Theme or any other thematic opportunities.
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Other Information on Investing in Sound Mutual Fund
To fully project Sound Mind's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sound Mind Investing 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 Sound Mind's income statement, its balance sheet, and the statement of cash flows.
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