Black Oak Minimum Initial Investment vs. Cash Position Weight

BOGSX Fund  USD 8.37  0.12  1.45%   
Taking into consideration Black Oak's profitability measurements, Black Oak Emerging may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Black Oak's ability to earn profits and add value for shareholders.
For Black Oak profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Black Oak to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Black Oak Emerging utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Black Oak's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Black Oak Emerging over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Black Oak's value and its price as these two are different measures arrived at by different means. Investors typically determine if Black Oak is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Black Oak's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Black Oak Emerging Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Black Oak's current stock value. Our valuation model uses many indicators to compare Black Oak value to that of its competitors to determine the firm's financial worth.
Black Oak Emerging is second largest fund in minimum initial investment among similar funds. It is the top fund in cash position weight among similar funds . The ratio of Minimum Initial Investment to Cash Position Weight for Black Oak Emerging is about  566.57 . 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 Black Oak's earnings, one of the primary drivers of an investment's value.

Black Cash Position Weight vs. Minimum Initial Investment

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Black Oak

Minimum Initial Investment

=

First Fund Deposit

 = 
K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Black Oak

Cash Percentage

 = 

% of Cash

in the fund

 = 
3.53 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Black Cash Position Weight Comparison

Black Oak is currently under evaluation in cash position weight among similar funds.

Black Oak Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Black Oak, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Black Oak will eventually generate negative long term returns. The profitability progress is the general direction of Black Oak's change in net profit over the period of time. It can combine multiple indicators of Black Oak, 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 will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of emerging technology companies, as determined by the Adviser. It invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among emerging technology companies.

Black Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Black Oak. 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 Black Oak 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 Black Oak's important profitability drivers and their relationship over time.

Use Black Oak 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 Black Oak 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 Black Oak will appreciate offsetting losses from the drop in the long position's value.

Black Oak Pair Trading

Black Oak Emerging Pair Trading Analysis

The ability to find closely correlated positions to Black Oak could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Black Oak 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 Black Oak - 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 Black Oak Emerging to buy it.
The correlation of Black Oak 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 Black Oak moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Black Oak Emerging 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 Black Oak 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Black Oak position

In addition to having Black Oak 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.

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Run Chemicals Makers Thematic Idea Now

Chemicals Makers
Chemicals Makers Theme
Companies developing chemicals for crops, soil as well as human, and animals. The Chemicals Makers theme has 44 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 Chemicals Makers Theme or any other thematic opportunities.
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Other Information on Investing in Black Mutual Fund

To fully project Black Oak's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Black Oak Emerging 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 Black Oak's income statement, its balance sheet, and the statement of cash flows.
Potential Black Oak investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Black Oak investors may work on each financial statement separately, they are all related. The changes in Black Oak's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Black Oak's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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