Thornburg Strategic Ten Year Return vs. Equity Positions Weight
Based on the measurements of profitability obtained from Thornburg Strategic's financial statements, Thornburg Strategic Income 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 Thornburg Strategic's ability to earn profits and add value for shareholders.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Please note, there is a significant difference between Thornburg Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thornburg Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thornburg Strategic'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.
For Thornburg Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Thornburg Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Thornburg Strategic Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Thornburg Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Thornburg Strategic Income over time as well as its relative position and ranking within its peers.
Thornburg |
Thornburg Strategic Equity Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Strategic's current stock value. Our valuation model uses many indicators to compare Thornburg Strategic value to that of its competitors to determine the firm's financial worth. Thornburg Strategic Income is rated top fund in ten year return among similar funds. It also is rated top fund in equity positions weight among similar funds making about 0.03 of Equity Positions Weight per Ten Year Return. The ratio of Ten Year Return to Equity Positions Weight for Thornburg Strategic Income is roughly 33.76 . 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 Thornburg Strategic's earnings, one of the primary drivers of an investment's value.Thornburg Equity Positions Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Thornburg Strategic |
| = | 5.74 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Thornburg Strategic |
| = | 0.17 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Thornburg Equity Positions Weight Comparison
Thornburg Strategic is currently under evaluation in equity positions weight among similar funds.
Thornburg Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Thornburg Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Thornburg Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Thornburg Strategic's change in net profit over the period of time. It can combine multiple indicators of Thornburg Strategic, 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 investment seeks a high level of current income some long-term capital appreciation is a secondary consideration. Thornburg Strategic is traded on NASDAQ Exchange in the United States.
Thornburg Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Thornburg Strategic. 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 Thornburg Strategic 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 Thornburg Strategic's important profitability drivers and their relationship over time.
Use Thornburg Strategic 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 Thornburg Strategic 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 Thornburg Strategic will appreciate offsetting losses from the drop in the long position's value.Thornburg Strategic Pair Trading
Thornburg Strategic Income Pair Trading Analysis
The ability to find closely correlated positions to Intercontinental could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Intercontinental 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 Intercontinental - 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 Intercontinental Exchange to buy it.
The correlation of Intercontinental 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 Intercontinental moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Intercontinental Exchange 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 Intercontinental 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 Thornburg Strategic position
In addition to having Thornburg Strategic 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 Cigarettes Thematic Idea Now
Cigarettes
Tobacco makers and distributors across globe. The Cigarettes theme has 43 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 Cigarettes Theme or any other thematic opportunities.
| View All Next | Launch |
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Other Tools for Thornburg Mutual Fund
When running Thornburg Strategic's price analysis, check to measure Thornburg Strategic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Thornburg Strategic is operating at the current time. Most of Thornburg Strategic's value examination focuses on studying past and present price action to predict the probability of Thornburg Strategic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Thornburg Strategic's price. Additionally, you may evaluate how the addition of Thornburg Strategic to your portfolios can decrease your overall portfolio volatility.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |