RPg Family Wealth Advisory LLC Raises Stock Holdings in Visa Inc.
| WASAX Fund | USD 23.19 0.08 0.35% |
Slightly above 54% of Ivy Asset's investor base is interested to short. The analysis of overall sentiment of trading Ivy Asset Strategy mutual fund suggests that many investors are impartial at this time. Ivy Asset's investing sentiment can be driven by a variety of factors including economic data, Ivy Asset's earnings reports, geopolitical events, and overall market trends.
Ivy |
RPg Family Wealth Advisory LLC boosted its position in shares of Visa Inc. by 3.1 percent in the third quarter, according to its most recent filing with the Securities Exchange Commission. The fund owned 28,809 shares of the credit-card processors stock after buying an additional 876 shares during the quarter. Visa
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Ivy Asset Fundamental Analysis
We analyze Ivy Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Asset 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.
Annual Yield
Annual Yield Comparative Analysis
Ivy Asset is presently regarded as number one fund in annual yield among similar funds. Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Ivy Asset Strategy 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 Ivy Asset mutual fund to make a market-neutral strategy. Peer analysis of Ivy Asset could also be used in its relative valuation, which is a method of valuing Ivy Asset by comparing valuation metrics with similar companies.
Peers
Ivy Asset Related Equities
| OCIEX | Optimum International | 0.62 | ||||
| OCLGX | Optimum Large | 0.58 | ||||
| WASAX | Ivy Asset | 0.35 | ||||
| OASGX | Optimum Small | 0.08 | ||||
| OCSGX | Optimum Small-mid | 0.13 | ||||
| IMAAX | Ivy Apollo | 0.21 | ||||
| OCFIX | Optimum Fixed | 0.23 | ||||
| OASVX | Optimum Small-mid | 0.52 | ||||
| OCSVX | Optimum Small | 0.54 | ||||
| OCLVX | Optimum Large | 0.67 |
Other Information on Investing in Ivy Mutual Fund
Ivy Asset financial ratios help investors to determine whether Ivy 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 Ivy with respect to the benefits of owning Ivy Asset security.
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