Black Oak Three Year Return vs. Equity Positions Weight
| BOGSX Fund | USD 8.19 0.04 0.49% |
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.
Black |
Black Oak Emerging Equity Positions Weight vs. Three Year Return 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 the top fund in three year return among similar funds. It also is the top fund in equity positions weight among similar funds making about 418.34 of Equity Positions Weight per Three Year Return. 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 Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Black Oak |
| = | 0.23 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Black Oak |
| = | 96.47 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Black Equity Positions Weight Comparison
Black Oak is currently under evaluation in equity positions 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.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.Did You Try This Idea?
Run Machinery Thematic Idea Now
Machinery
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 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 Machinery 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.
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