Wealthbuilder Moderate Cash Position Weight vs. One Year Return
| WMBFX Fund | USD 10.49 0.04 0.38% |
For Wealthbuilder Moderate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Wealthbuilder Moderate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Wealthbuilder Moderate Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Wealthbuilder Moderate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Wealthbuilder Moderate Balanced over time as well as its relative position and ranking within its peers.
Wealthbuilder |
Wealthbuilder Moderate One Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Wealthbuilder Moderate's current stock value. Our valuation model uses many indicators to compare Wealthbuilder Moderate value to that of its competitors to determine the firm's financial worth. Wealthbuilder Moderate Balanced is presently regarded as number one fund in cash position weight among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 1.89 of One Year Return 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 Wealthbuilder Moderate's earnings, one of the primary drivers of an investment's value.Wealthbuilder One Year Return 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.
Wealthbuilder Moderate |
| = | 7.22 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Wealthbuilder Moderate |
| = | 13.63 % |
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.
Wealthbuilder One Year Return Comparison
Wealthbuilder Moderate is currently under evaluation in one year return among similar funds.
Wealthbuilder Moderate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Wealthbuilder Moderate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Wealthbuilder Moderate will eventually generate negative long term returns. The profitability progress is the general direction of Wealthbuilder Moderate's change in net profit over the period of time. It can combine multiple indicators of Wealthbuilder Moderate, 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 is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 40 percent of its assets to stock funds, up to 60 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.
Wealthbuilder Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Wealthbuilder Moderate. 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 Wealthbuilder Moderate 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 Wealthbuilder Moderate's important profitability drivers and their relationship over time.
Use Wealthbuilder Moderate 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 Wealthbuilder Moderate 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 Wealthbuilder Moderate will appreciate offsetting losses from the drop in the long position's value.Wealthbuilder Moderate Pair Trading
Wealthbuilder Moderate Balanced Pair Trading Analysis
The ability to find closely correlated positions to Wealthbuilder Moderate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wealthbuilder Moderate 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 Wealthbuilder Moderate - 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 Wealthbuilder Moderate Balanced to buy it.
The correlation of Wealthbuilder Moderate 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 Wealthbuilder Moderate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wealthbuilder Moderate 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 Wealthbuilder Moderate 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 Wealthbuilder Moderate position
In addition to having Wealthbuilder Moderate 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 Compulsion Thematic Idea Now
Compulsion
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 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 Compulsion Theme or any other thematic opportunities.
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Other Information on Investing in Wealthbuilder Mutual Fund
To fully project Wealthbuilder Moderate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Wealthbuilder Moderate 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 Wealthbuilder Moderate's income statement, its balance sheet, and the statement of cash flows.
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