Westwood Alternative Last Dividend Paid vs. Bond Positions Weight
| WMNAX Fund | USD 9.70 0.01 0.10% |
For Westwood Alternative profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Westwood Alternative to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Westwood Alternative Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Westwood Alternative's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Westwood Alternative Income over time as well as its relative position and ranking within its peers.
Westwood |
Westwood Alternative Bond Positions Weight vs. Last Dividend Paid Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Westwood Alternative's current stock value. Our valuation model uses many indicators to compare Westwood Alternative value to that of its competitors to determine the firm's financial worth. Westwood Alternative Income is rated below average in last dividend paid among similar funds. It is rated second in bond positions weight among similar funds creating about 26.00 of Bond Positions Weight per Last Dividend Paid. 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 Westwood Alternative's earnings, one of the primary drivers of an investment's value.Westwood Bond Positions Weight vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Westwood Alternative |
| = | 0.04 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Westwood Alternative |
| = | 1.04 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Westwood Bond Positions Weight Comparison
Westwood Alternative is currently under evaluation in bond positions weight among similar funds.
Westwood Alternative Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Westwood Alternative, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Westwood Alternative will eventually generate negative long term returns. The profitability progress is the general direction of Westwood Alternative's change in net profit over the period of time. It can combine multiple indicators of Westwood Alternative, 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 employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.
Westwood Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Westwood Alternative. 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 Westwood Alternative 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 Westwood Alternative's important profitability drivers and their relationship over time.
Use Westwood Alternative 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 Westwood Alternative 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 Westwood Alternative will appreciate offsetting losses from the drop in the long position's value.Westwood Alternative Pair Trading
Westwood Alternative Income Pair Trading Analysis
The ability to find closely correlated positions to Westwood Alternative could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Westwood Alternative 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 Westwood Alternative - 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 Westwood Alternative Income to buy it.
The correlation of Westwood Alternative 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 Westwood Alternative moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Westwood Alternative 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 Westwood Alternative 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 Westwood Alternative position
In addition to having Westwood Alternative 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 Alcohol Thematic Idea Now
Alcohol
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 38 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 Alcohol Theme or any other thematic opportunities.
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Other Information on Investing in Westwood Mutual Fund
To fully project Westwood Alternative's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Westwood Alternative 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 Westwood Alternative's income statement, its balance sheet, and the statement of cash flows.
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