Liberty All Beta vs. Price To Earning
| USA Fund | USD 7.30 0.01 0.14% |
For Liberty All profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Liberty All to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Liberty All Star utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Liberty All's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Liberty All Star over time as well as its relative position and ranking within its peers.
Liberty |
Liberty All Star Price To Earning vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Liberty All's current stock value. Our valuation model uses many indicators to compare Liberty All value to that of its competitors to determine the firm's financial worth. Liberty All Star is rated fourth in beta among similar funds. It is rated second in price to earning among similar funds reporting about 3.27 of Price To Earning per Beta. 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 Liberty All's earnings, one of the primary drivers of an investment's value.Liberty Price To Earning vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Liberty All |
| = | 1.12 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Liberty All |
| = | 3.66 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Liberty Price To Earning Comparison
Liberty All is currently under evaluation in price to earning among similar funds.
Beta Analysis
Liberty All returns are very sensitive to returns on the market. As the market goes up or down, Liberty All is expected to follow.
Liberty All Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Liberty All, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Liberty All will eventually generate negative long term returns. The profitability progress is the general direction of Liberty All's change in net profit over the period of time. It can combine multiple indicators of Liberty All, 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.
Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the SP 500 Index. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.
Liberty Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Liberty All. 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 Liberty All 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 Liberty All's important profitability drivers and their relationship over time.
Use Liberty All 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 Liberty All 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 Liberty All will appreciate offsetting losses from the drop in the long position's value.Liberty All Pair Trading
Liberty All Star Pair Trading Analysis
The ability to find closely correlated positions to Liberty All could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Liberty All 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 Liberty All - 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 Liberty All Star to buy it.
The correlation of Liberty All 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 Liberty All moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Liberty All Star 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 Liberty All 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 Liberty All position
In addition to having Liberty All 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 Broad Equity ETFs Thematic Idea Now
Broad Equity ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Equity ETFs theme has 483 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 Broad Equity ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Liberty Fund
To fully project Liberty All's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Liberty All Star 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 Liberty All's income statement, its balance sheet, and the statement of cash flows.
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