Vanguard Long-term Cash Position Weight vs. Bond Positions Weight
| VWESX Fund | USD 7.94 0.08 1.02% |
For Vanguard Long-term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Long-term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Long Term Investment Grade utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Long-term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Long Term Investment Grade over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Long Term Bond Positions Weight vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Long-term's current stock value. Our valuation model uses many indicators to compare Vanguard Long-term value to that of its competitors to determine the firm's financial worth. Vanguard Long Term Investment Grade is rated second in cash position weight among similar funds. It is rated below average in bond positions weight among similar funds creating about 2.64 of Bond Positions Weight per Cash Position Weight. 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 Vanguard Long-term's earnings, one of the primary drivers of an investment's value.Vanguard Bond Positions Weight vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Vanguard Long-term |
| = | 3.43 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Vanguard Long-term |
| = | 9.07 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Vanguard Bond Positions Weight Comparison
Vanguard Long is currently under evaluation in bond positions weight among similar funds.
Vanguard Long-term Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Long-term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Long-term will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Long-term's change in net profit over the period of time. It can combine multiple indicators of Vanguard Long-term, 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 in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80 percent of which will be intermediate- and long-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. The funds dollar-weighted average maturity is expected to fall within a range that is five years shorter than or five years longer than that of its benchmark index.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Long-term. 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 Vanguard Long-term 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 Vanguard Long-term's important profitability drivers and their relationship over time.
Use Vanguard Long-term 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 Vanguard Long-term 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 Vanguard Long-term will appreciate offsetting losses from the drop in the long position's value.Vanguard Long-term Pair Trading
Vanguard Long Term Investment Grade Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Long-term could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Long-term 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 Vanguard Long-term - 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 Vanguard Long Term Investment Grade to buy it.
The correlation of Vanguard Long-term 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 Vanguard Long-term moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Long Term 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 Vanguard Long-term 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 Vanguard Long-term position
In addition to having Vanguard Long-term 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 Diversified Assets Thematic Idea Now
Diversified Assets
Pablicly traded close-end funds and other entities backed by different types of diversified investments. The Diversified Assets theme has 44 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 Diversified Assets Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Long-term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Long Term 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 Vanguard Long-term's income statement, its balance sheet, and the statement of cash flows.
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