Homestead Rural Cash Position Weight vs. Equity Positions Weight
| HRRLX Fund | USD 8.32 0.00 0.00% |
For Homestead Rural profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Homestead Rural to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Homestead Rural America utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Homestead Rural's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Homestead Rural America over time as well as its relative position and ranking within its peers.
Homestead |
Homestead Rural America Equity Positions Weight vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Homestead Rural's current stock value. Our valuation model uses many indicators to compare Homestead Rural value to that of its competitors to determine the firm's financial worth. Homestead Rural America is one of the top funds in cash position weight among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 12.03 of Equity Positions Weight per Cash Position Weight. 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 Homestead Rural's earnings, one of the primary drivers of an investment's value.Homestead Equity Positions Weight vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Homestead Rural |
| = | 4.82 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Homestead Rural |
| = | 57.97 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Homestead Equity Positions Weight Comparison
Homestead Rural is currently under evaluation in equity positions weight among similar funds.
Homestead Rural Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Homestead Rural, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Homestead Rural will eventually generate negative long term returns. The profitability progress is the general direction of Homestead Rural's change in net profit over the period of time. It can combine multiple indicators of Homestead Rural, 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.
Under normal circumstances, the advisor intends to invest at least 80 percent of its net assets in companies that are important to the economic development of rural America. The fund primarily invests in equity and fixed income securities of U.S. issuers. The allocation of the funds investments across equity and fixed-income asset classes can vary substantially from time to time. Under normal market conditions, the fund seeks to invest 30-70 percent of its assets in each asset class.
Homestead Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Homestead Rural. 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 Homestead Rural 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 Homestead Rural's important profitability drivers and their relationship over time.
| Cash Position Weight vs Annual Yield | ||
| Net Asset vs Equity Positions Weight | ||
| Cash Position Weight vs Minimum Initial Investment | ||
| Bond Positions Weight vs Equity Positions Weight |
Use Homestead Rural 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 Homestead Rural 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 Homestead Rural will appreciate offsetting losses from the drop in the long position's value.Homestead Rural Pair Trading
Homestead Rural America Pair Trading Analysis
The ability to find closely correlated positions to Homestead Rural could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Homestead Rural 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 Homestead Rural - 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 Homestead Rural America to buy it.
The correlation of Homestead Rural 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 Homestead Rural moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Homestead Rural America 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 Homestead Rural 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 Homestead Rural position
In addition to having Homestead Rural 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 Chemicals Thematic Idea Now
Chemicals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Chemicals 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 Chemicals Theme or any other thematic opportunities.
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Other Information on Investing in Homestead Mutual Fund
To fully project Homestead Rural's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Homestead Rural America 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 Homestead Rural's income statement, its balance sheet, and the statement of cash flows.
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