Templeton Global Cash Position Weight vs. One Year Return
| TGBAX Fund | USD 6.78 0.01 0.15% |
For Templeton Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Templeton Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Templeton Global Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Templeton Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Templeton Global Bond over time as well as its relative position and ranking within its peers.
TEMPLETON |
Templeton Global Bond One Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Templeton Global's current stock value. Our valuation model uses many indicators to compare Templeton Global value to that of its competitors to determine the firm's financial worth. Templeton Global Bond is rated top fund in cash position weight among similar funds. It also is rated top fund in one year return among similar funds . 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 Templeton Global's earnings, one of the primary drivers of an investment's value.TEMPLETON One Year Return 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.
Templeton Global |
| = | 13.09 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Templeton Global |
| = | (1.41) % |
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.
TEMPLETON One Year Return Comparison
Templeton Global is currently under evaluation in one year return among similar funds.
Templeton Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Templeton Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Templeton Global will eventually generate negative long term returns. The profitability progress is the general direction of Templeton Global's change in net profit over the period of time. It can combine multiple indicators of Templeton Global, 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in bonds. Bonds include debt obligations of any maturity, such as bonds, notes, bills and debentures. It invests predominantly in bonds issued by governments, government-related entities and government agencies located around the world. The fund may invest up to 25 percent of its total assets in bonds that are rated below investment grade or, if unrated determined by the investment manager to be of comparable quality. It is non-diversified.
TEMPLETON Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Templeton Global. 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 Templeton Global 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 Templeton Global's important profitability drivers and their relationship over time.
Use Templeton Global 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 Templeton Global 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 Templeton Global will appreciate offsetting losses from the drop in the long position's value.Templeton Global Pair Trading
Templeton Global Bond Pair Trading Analysis
The ability to find closely correlated positions to Templeton Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Templeton Global 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 Templeton Global - 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 Templeton Global Bond to buy it.
The correlation of Templeton Global 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 Templeton Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Templeton Global Bond 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 Templeton Global 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 Templeton Global position
In addition to having Templeton Global 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 Software Thematic Idea Now
Software
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 38 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 Software Theme or any other thematic opportunities.
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Other Information on Investing in TEMPLETON Mutual Fund
To fully project Templeton Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Templeton Global Bond 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 Templeton Global's income statement, its balance sheet, and the statement of cash flows.
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