Virtus Dfa Net Asset vs. Cash Position Weight
Based on the key profitability measurements obtained from Virtus Dfa's financial statements, Virtus Dfa 2040 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 Virtus Dfa'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 metropolitan statistical area.
Please note, there is a significant difference between Virtus Dfa's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Dfa is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Dfa'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 Virtus Dfa profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Virtus Dfa to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Virtus Dfa 2040 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Virtus Dfa's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Virtus Dfa 2040 over time as well as its relative position and ranking within its peers.
Virtus |
Virtus Dfa 2040 Cash Position Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Dfa's current stock value. Our valuation model uses many indicators to compare Virtus Dfa value to that of its competitors to determine the firm's financial worth. Virtus Dfa 2040 is rated below average in net asset among similar funds. It is rated third in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Virtus Dfa 2040 is about 317,829 . 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 Virtus Dfa's earnings, one of the primary drivers of an investment's value.Virtus Cash Position 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.
Virtus Dfa |
| = | 1.64 M |
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 cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Virtus Dfa |
| = | 5.16 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Virtus Cash Position Weight Comparison
Virtus Dfa is currently under evaluation in cash position weight among similar funds.
Virtus Dfa Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Virtus Dfa, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Virtus Dfa will eventually generate negative long term returns. The profitability progress is the general direction of Virtus Dfa's change in net profit over the period of time. It can combine multiple indicators of Virtus Dfa, 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 an investment objective of providing total return, consistent with the fund current asset allocation. Virtus DFA is traded on NASDAQ Stock Exchange in USA.
Virtus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Virtus Dfa. 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 Virtus Dfa 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 Virtus Dfa's important profitability drivers and their relationship over time.
Use Virtus Dfa 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 Virtus Dfa 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 Virtus Dfa will appreciate offsetting losses from the drop in the long position's value.Virtus Dfa Pair Trading
Virtus Dfa 2040 Pair Trading Analysis
The ability to find closely correlated positions to Hasbro could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Hasbro 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 Hasbro - 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 Hasbro Inc to buy it.
The correlation of Hasbro 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 Hasbro moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Hasbro Inc 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 Hasbro 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 Virtus Dfa position
In addition to having Virtus Dfa 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 Online Gaming Thematic Idea Now
Online Gaming
Companies that are involved in the building and marketing of online gaming-related products. The Online Gaming theme has 48 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 Online Gaming Theme or any other thematic opportunities.
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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 metropolitan statistical area. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Other Consideration for investing in Virtus Mutual Fund
If you are still planning to invest in Virtus Dfa 2040 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Virtus Dfa's history and understand the potential risks before investing.
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