Touchstone Dividend Net Asset vs. Equity Positions Weight
| TQCRX Fund | USD 19.91 0.03 0.15% |
For Touchstone Dividend profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Touchstone Dividend to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Touchstone Dividend Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Touchstone Dividend's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Touchstone Dividend Equity over time as well as its relative position and ranking within its peers.
Touchstone |
Touchstone Dividend Equity Positions Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Touchstone Dividend's current stock value. Our valuation model uses many indicators to compare Touchstone Dividend value to that of its competitors to determine the firm's financial worth. Touchstone Dividend Equity is rated top fund in net asset among similar funds. It also is rated top fund in equity positions weight among similar funds . The ratio of Net Asset to Equity Positions Weight for Touchstone Dividend Equity is about 23,214,327 . 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 Touchstone Dividend's earnings, one of the primary drivers of an investment's value.Touchstone Equity Positions Weight 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.
Touchstone Dividend |
| = | 2.31 B |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Touchstone Dividend |
| = | 99.45 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Touchstone Equity Positions Weight Comparison
Touchstone Dividend is currently under evaluation in equity positions weight among similar funds.
Touchstone Dividend Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Touchstone Dividend, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Touchstone Dividend will eventually generate negative long term returns. The profitability progress is the general direction of Touchstone Dividend's change in net profit over the period of time. It can combine multiple indicators of Touchstone Dividend, 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 invests, under normal market conditions, at least 80 percent of its assets in equity securities of U.S. large-cap companies that have historically paid dividends. It will generally hold 65 to 90 companies, with residual cash and equivalents expected to represent less than 10 percent of the funds net assets. It may, at times, hold fewer securities and a higher percentage of cash and equivalents when, among other reasons, the Sub-Advisor cannot find a sufficient number of securities that meets its purchase requirements.
Touchstone Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Touchstone Dividend. 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 Touchstone Dividend 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 Touchstone Dividend's important profitability drivers and their relationship over time.
| Net Asset vs Annual Yield | ||
| Minimum Initial Investment vs Equity Positions Weight | ||
| Net Asset vs Cash Position Weight |
Use Touchstone Dividend 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 Touchstone Dividend 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 Touchstone Dividend will appreciate offsetting losses from the drop in the long position's value.Touchstone Dividend Pair Trading
Touchstone Dividend Equity Pair Trading Analysis
The ability to find closely correlated positions to Touchstone Dividend could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Touchstone Dividend 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 Touchstone Dividend - 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 Touchstone Dividend Equity to buy it.
The correlation of Touchstone Dividend 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 Touchstone Dividend moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Touchstone Dividend 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 Touchstone Dividend 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 Touchstone Dividend position
In addition to having Touchstone Dividend 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 Baby Boomer Prospects Thematic Idea Now
Baby Boomer Prospects
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 98 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 Baby Boomer Prospects Theme or any other thematic opportunities.
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Other Information on Investing in Touchstone Mutual Fund
To fully project Touchstone Dividend's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Touchstone Dividend 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 Touchstone Dividend's income statement, its balance sheet, and the statement of cash flows.
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