Ips Strategic Five Year Return vs. Cash Position Weight
| IPSAX Fund | USD 12.15 0.05 0.41% |
For Ips Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ips Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ips Strategic Capital utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ips Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ips Strategic Capital over time as well as its relative position and ranking within its peers.
Ips |
Ips Strategic Capital Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ips Strategic's current stock value. Our valuation model uses many indicators to compare Ips Strategic value to that of its competitors to determine the firm's financial worth. Ips Strategic Capital is currently considered the top fund in five year return among similar funds. It also is currently considered the top fund in cash position weight among similar funds creating about 0.38 of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Ips Strategic Capital is roughly 2.66 . 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 Ips Strategic's earnings, one of the primary drivers of an investment's value.Ips Cash Position Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Ips Strategic |
| = | 6.96 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Ips Strategic |
| = | 2.62 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Ips Cash Position Weight Comparison
Ips Strategic is currently under evaluation in cash position weight among similar funds.
Ips Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ips Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ips Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Ips Strategic's change in net profit over the period of time. It can combine multiple indicators of Ips Strategic, 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 funds primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options. The sale of call options generates income for the fund but may limit the funds participation in equity market gains. The funds investment adviser seeks to reduce the overall volatility of returns by managing a portfolio of options. It is non-diversified.
Ips Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ips Strategic. 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 Ips Strategic 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 Ips Strategic's important profitability drivers and their relationship over time.
Use Ips Strategic 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 Ips Strategic 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 Ips Strategic will appreciate offsetting losses from the drop in the long position's value.Ips Strategic Pair Trading
Ips Strategic Capital Pair Trading Analysis
The ability to find closely correlated positions to Ips Strategic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ips Strategic 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 Ips Strategic - 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 Ips Strategic Capital to buy it.
The correlation of Ips Strategic 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 Ips Strategic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ips Strategic Capital 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 Ips Strategic 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 Ips Strategic position
In addition to having Ips Strategic 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 Alternative Currency ETFs Thematic Idea Now
Alternative Currency ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Alternative Currency ETFs theme has 48 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 Alternative Currency ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Ips Mutual Fund
To fully project Ips Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ips Strategic Capital 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 Ips Strategic's income statement, its balance sheet, and the statement of cash flows.
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