Kensington Active Annual Yield vs. Cash Position Weight
| KADCX Fund | USD 10.04 0.02 0.20% |
For Kensington Active profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Kensington Active to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Kensington Active Advantage utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Kensington Active's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Kensington Active Advantage over time as well as its relative position and ranking within its peers.
Kensington |
Kensington Active Cash Position Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Kensington Active's current stock value. Our valuation model uses many indicators to compare Kensington Active value to that of its competitors to determine the firm's financial worth. Kensington Active Advantage is rated fourth overall fund in annual yield among similar funds. It is rated below average in cash position weight among similar funds creating about 9,918 of Cash Position Weight per Annual Yield. 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 Kensington Active's earnings, one of the primary drivers of an investment's value.Kensington Cash Position Weight vs. Annual Yield
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.
Kensington Active |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Kensington Active |
| = | 97.20 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Kensington Cash Position Weight Comparison
Kensington Active is rated fourth overall fund in cash position weight among similar funds.
Kensington Active Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Kensington Active, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Kensington Active will eventually generate negative long term returns. The profitability progress is the general direction of Kensington Active's change in net profit over the period of time. It can combine multiple indicators of Kensington Active, 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 primarily seeks to achieve its equity exposure by investing in one or more of the following investment types other mutual funds and exchange-traded funds that track the returns of a broad-based U.S. equity market index, individual equity securities, andor equity index futures. The Adviser generally expects that the funds portfolio will allocate roughly 5070 percent of its exposure to equity securities and 3050 percent of its exposure to fixed income instruments. The fund is non-diversified.
Kensington Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Kensington Active. 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 Kensington Active 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 Kensington Active's important profitability drivers and their relationship over time.
Use Kensington Active 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 Kensington Active 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 Kensington Active will appreciate offsetting losses from the drop in the long position's value.Kensington Active Pair Trading
Kensington Active Advantage Pair Trading Analysis
The ability to find closely correlated positions to Kensington Active could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Kensington Active 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 Kensington Active - 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 Kensington Active Advantage to buy it.
The correlation of Kensington Active 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 Kensington Active moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Kensington Active 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 Kensington Active 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 Kensington Active position
In addition to having Kensington Active 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 Computers Thematic Idea Now
Computers
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Computers 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 Computers Theme or any other thematic opportunities.
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Other Information on Investing in Kensington Mutual Fund
To fully project Kensington Active's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Kensington Active 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 Kensington Active's income statement, its balance sheet, and the statement of cash flows.
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