Whitaker Myers Wealth Managers LTD. Has 230,000 Stock Position in Vanguard Intermediate-Term Corporate Bond ETF
| GBPIX Fund | USD 12.83 0.08 0.63% |
Slightly above 52% of Global Opportunities' investors are presently thinking to get in. The analysis of overall sentiment of trading Global Opportunities Fund mutual fund suggests that some investors are interested at this time. Global Opportunities' investing sentiment can be driven by a variety of factors including economic data, Global Opportunities' earnings reports, geopolitical events, and overall market trends.
Global |
Whitaker Myers Wealth Managers LTD. reduced its holdings in Vanguard Intermediate-Term Corporate Bond ETF by 21.2 percent during the 3rd quarter, according to the company in its most recent 13F filing with the Securities Exchange Commission. The firm owned 2,743 shares of the companys stock after selling 736 shares during the
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Global Opportunities Fundamental Analysis
We analyze Global Opportunities' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Global Opportunities using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Global Opportunities based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Bond Positions Weight
Bond Positions Weight Comparative Analysis
Global Opportunities is currently under evaluation in bond positions weight among similar funds. Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Global Opportunities Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Global Opportunities mutual fund to make a market-neutral strategy. Peer analysis of Global Opportunities could also be used in its relative valuation, which is a method of valuing Global Opportunities by comparing valuation metrics with similar companies.
Peers
Global Opportunities Related Equities
| FZABX | Fidelity Advisor | 0.75 | ||||
| FARIX | Fulcrum Diversified | 0.74 | ||||
| PGBAX | Global Diversified | 0.08 | ||||
| PQCNX | Prudential Core | 0.12 | ||||
| DTICX | Delaware Limited | 0.13 | ||||
| WDIAX | Wilmington Diversified | 0.80 |
Other Information on Investing in Global Mutual Fund
Global Opportunities financial ratios help investors to determine whether Global Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Global with respect to the benefits of owning Global Opportunities security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |