Blue Chip Ten Year Return vs. Equity Positions Weight
| VCBCX Fund | USD 19.83 0.15 0.76% |
For Blue Chip profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Blue Chip to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Blue Chip Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Blue Chip's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Blue Chip Growth over time as well as its relative position and ranking within its peers.
Blue |
Blue Chip Growth Equity Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Blue Chip's current stock value. Our valuation model uses many indicators to compare Blue Chip value to that of its competitors to determine the firm's financial worth. Blue Chip Growth is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in equity positions weight among similar funds making about 5.90 of Equity Positions Weight per Ten 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 Blue Chip's earnings, one of the primary drivers of an investment's value.Blue 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.
Blue Chip |
| = | 16.80 % |
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.
Blue Chip |
| = | 99.04 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Blue Equity Positions Weight Comparison
Blue Chip is currently under evaluation in equity positions weight among similar funds.
Blue Chip Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Blue Chip, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Blue Chip will eventually generate negative long term returns. The profitability progress is the general direction of Blue Chip's change in net profit over the period of time. It can combine multiple indicators of Blue Chip, 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 will invest primarily in equity securities of issuers included in the Russell 1000 Growth Index at the time of purchase. The index is comprised of U.S. large- and mid-cap companies that exhibit certain growth characteristics, as defined by the index provider. The equity securities in which it invests include common stock, preferred stock, convertible securities, rights, and warrants. The funds sub advisers manages a portion of its assets using different investment strategies and techniques. The fund is non-diversified.
Blue Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Blue Chip. 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 Blue Chip 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 Blue Chip's important profitability drivers and their relationship over time.
Use Blue Chip 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 Blue Chip 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 Blue Chip will appreciate offsetting losses from the drop in the long position's value.Blue Chip Pair Trading
Blue Chip Growth Pair Trading Analysis
The ability to find closely correlated positions to Blue Chip could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blue Chip 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 Blue Chip - 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 Blue Chip Growth to buy it.
The correlation of Blue Chip 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 Blue Chip moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blue Chip Growth 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 Blue Chip 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 Blue Chip position
In addition to having Blue Chip 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 Large Value Funds Thematic Idea Now
Large Value Funds
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 45 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 Large Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Blue Mutual Fund
To fully project Blue Chip's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Blue Chip Growth 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 Blue Chip's income statement, its balance sheet, and the statement of cash flows.
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