Independent Advisor Alliance Acquires 1,252 Shares of The Progressive Co.
| SFPAX Fund | USD 10.64 0.05 0.47% |
Slightly above 53% of Financial Services' investor base is interested to short. The analysis of overall sentiment of trading Financial Services Portfolio mutual fund suggests that many investors are impartial at this time. Financial Services' investing sentiment can be driven by a variety of factors including economic data, Financial Services' earnings reports, geopolitical events, and overall market trends.
Financial |
Independent Advisor Alliance raised its holdings in The Progressive Co. by 5.0 percent during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 26,051 shares of the insurance providers stock after buying an additional 1,252 shares during the period. Independent Advisor Alliances
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Financial Services Fundamental Analysis
We analyze Financial Services' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Financial Services using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Financial Services 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.
Price To Book
Price To Book Comparative Analysis
Financial Services is currently under evaluation in price to book among similar funds. Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Financial Services 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 Financial Services mutual fund to make a market-neutral strategy. Peer analysis of Financial Services could also be used in its relative valuation, which is a method of valuing Financial Services by comparing valuation metrics with similar companies.
Peers
Financial Services Related Equities
| SSCPX | Small Capitalization | 0.66 | ||||
| SSCYX | Small Capitalization | 0.63 | ||||
| SAMAX | Moderately Aggressive | 0.56 | ||||
| SAMCX | Salient Mlp | 0.49 | ||||
| SAMIX | Moderately Aggressive | 0.48 | ||||
| SBCCX | Moderately Servative | 0.44 | ||||
| SABAX | Salient Alternative | 0.56 | ||||
| SABIX | Aggressive Balanced | 0.56 | ||||
| SABCX | Salient Alternative | 0.57 | ||||
| SSCCX | Small Capitalization | 66.67 |
Other Information on Investing in Financial Mutual Fund
Financial Services financial ratios help investors to determine whether Financial 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 Financial with respect to the benefits of owning Financial Services security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |