Shake Shack Inc. Shares Sold by CreativeOne Wealth LLC
| MSSMX Fund | USD 11.13 0.19 1.68% |
Slightly above 61% of Small Pany's investor base is looking to short. The analysis of overall sentiment of trading Small Pany Growth mutual fund suggests that many investors are alarmed at this time. Small Pany's investing sentiment can be driven by a variety of factors including economic data, Small Pany's earnings reports, geopolitical events, and overall market trends.
Small |
CreativeOne Wealth LLC trimmed its holdings in Shake Shack Inc. by 9.9 percent in the third quarter, Holdings Channel.com reports. The fund owned 2,260 shares of the companys stock after selling 249 shares during the period. CreativeOne Wealth LLCs holdings in Shake Shack were worth 233,000 at the end of the most
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Small Pany Fundamental Analysis
We analyze Small Pany's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Small Pany using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Small Pany 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.
Five Year Return
Five Year Return Comparative Analysis
Small Pany is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Small Pany Growth 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 Small Pany mutual fund to make a market-neutral strategy. Peer analysis of Small Pany could also be used in its relative valuation, which is a method of valuing Small Pany by comparing valuation metrics with similar companies.
Peers
Small Pany Related Equities
| SAGAX | Ridgeworth Innovative | 1.96 | ||||
| MACGX | Mid Cap | 0.83 | ||||
| MSEGX | Growth Portfolio | 0.89 | ||||
| CPOAX | Morgan Stanley | 0.92 | ||||
| ADNPX | Amer Beacon | 1.27 |
Other Information on Investing in Small Mutual Fund
Small Pany financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Pany security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |