Wcm China Minimum Initial Investment vs. Annual Yield
| WCQGX Fund | USD 8.78 0.05 0.57% |
For Wcm China profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wcm China to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wcm China Quality utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wcm China's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wcm China Quality over time as well as its relative position and ranking within its peers.
Wcm |
Wcm China Quality Annual Yield vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Wcm China's current stock value. Our valuation model uses many indicators to compare Wcm China value to that of its competitors to determine the firm's financial worth. Wcm China Quality is presently regarded as number one fund in minimum initial investment among similar funds. It also is presently regarded as number one fund in annual yield among similar funds . The ratio of Minimum Initial Investment to Annual Yield for Wcm China Quality is about 116,279 . 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 Wcm China's earnings, one of the primary drivers of an investment's value.Wcm Annual Yield vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Wcm China |
| = | 1 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Wcm China |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Wcm Annual Yield Comparison
Wcm China is currently under evaluation in annual yield among similar funds.
Wcm China Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Wcm China, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wcm China will eventually generate negative long term returns. The profitability progress is the general direction of Wcm China's change in net profit over the period of time. It can combine multiple indicators of Wcm China, 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of Chinese companies. The advisor considers a company to be a Chinese company if it has been organized under the laws of, has its principal offices in, or has its securities principally traded in, China, or if the company derives at least 50 percent of its revenues or net profits from, or has at least 50 percent of its assets or production capacities in, China. It is non-diversified.
Wcm Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Wcm China. 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 Wcm China 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 Wcm China's important profitability drivers and their relationship over time.
| Minimum Initial Investment vs Net Asset | ||
| Cash Position Weight vs Annual Yield | ||
| Minimum Initial Investment vs Equity Positions Weight |
Use Wcm China 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 Wcm China 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 Wcm China will appreciate offsetting losses from the drop in the long position's value.Wcm China Pair Trading
Wcm China Quality Pair Trading Analysis
The ability to find closely correlated positions to Wcm China could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wcm China 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 Wcm China - 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 Wcm China Quality to buy it.
The correlation of Wcm China 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 Wcm China moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wcm China Quality 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 Wcm China 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 Wcm China position
In addition to having Wcm China 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 Materials ETFs Thematic Idea Now
Materials ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Materials ETFs theme has 51 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 Materials ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Wcm Mutual Fund
To fully project Wcm China's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Wcm China Quality 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 Wcm China's income statement, its balance sheet, and the statement of cash flows.
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