Wasatch World One Year Return vs. Equity Positions Weight
Based on the measurements of profitability obtained from Wasatch World's financial statements, Wasatch World Innovators 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 Wasatch World's ability to earn profits and add value for shareholders.
Check out Your Current Watchlist 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 estimate.
Please note, there is a significant difference between Wasatch World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wasatch World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wasatch World'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 Wasatch World profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wasatch World to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wasatch World Innovators utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wasatch World's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wasatch World Innovators over time as well as its relative position and ranking within its peers.
Wasatch |
Wasatch World Innovators Equity Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch World's current stock value. Our valuation model uses many indicators to compare Wasatch World value to that of its competitors to determine the firm's financial worth. Wasatch World Innovators is presently regarded as number one fund in one year return among similar funds. It also is presently regarded as number one fund in equity positions weight among similar funds making about 8.12 of Equity Positions Weight per One 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 Wasatch World's earnings, one of the primary drivers of an investment's value.Wasatch Equity Positions Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Wasatch World |
| = | 11.30 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Wasatch World |
| = | 91.78 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Wasatch Equity Positions Weight Comparison
Wasatch World is currently under evaluation in equity positions weight among similar funds.
Wasatch World Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Wasatch World, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wasatch World will eventually generate negative long term returns. The profitability progress is the general direction of Wasatch World's change in net profit over the period of time. It can combine multiple indicators of Wasatch World, 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 primarily in equity securities of foreign growth companies that the adviser believes are innovators in their respective sectors or industries. Seven Canyons is traded on NASDAQ Exchange in the United States.
Wasatch Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Wasatch World. 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 Wasatch World 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 Wasatch World's important profitability drivers and their relationship over time.
Use Wasatch World 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 Wasatch World 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 Wasatch World will appreciate offsetting losses from the drop in the long position's value.Wasatch World Pair Trading
Wasatch World Innovators Pair Trading Analysis
The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft 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 Microsoft - 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 Microsoft to buy it.
The correlation of Microsoft 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 Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft 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 Microsoft 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 Wasatch World position
In addition to having Wasatch World 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 Municipals ETFs Thematic Idea Now
Municipals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Municipals ETFs theme has 111 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 Municipals ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Your Current Watchlist 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 estimate. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
Other Tools for Wasatch Mutual Fund
When running Wasatch World's price analysis, check to measure Wasatch World's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wasatch World is operating at the current time. Most of Wasatch World's value examination focuses on studying past and present price action to predict the probability of Wasatch World's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wasatch World's price. Additionally, you may evaluate how the addition of Wasatch World to your portfolios can decrease your overall portfolio volatility.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Commodity Directory Find actively traded commodities issued by global exchanges |