Global Concentrated Cash Position Weight vs. One Year Return
| MLNCX Fund | USD 23.26 0.17 0.74% |
For Global Concentrated profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Global Concentrated to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Global Centrated Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Global Concentrated's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Global Centrated Portfolio over time as well as its relative position and ranking within its peers.
Global |
Global Centrated Por One Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Global Concentrated's current stock value. Our valuation model uses many indicators to compare Global Concentrated value to that of its competitors to determine the firm's financial worth. Global Centrated Portfolio is number one fund in cash position weight among similar funds. It also is number one fund in one year return among similar funds reporting about 44.47 of One Year Return 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 Global Concentrated's earnings, one of the primary drivers of an investment's value.Global One Year Return 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.
Global Concentrated |
| = | 0.95 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Global Concentrated |
| = | 42.24 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Global One Year Return Comparison
Global Centrated is currently under evaluation in one year return among similar funds.
Global Concentrated Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Global Concentrated, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Global Concentrated will eventually generate negative long term returns. The profitability progress is the general direction of Global Concentrated's change in net profit over the period of time. It can combine multiple indicators of Global Concentrated, 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 Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
Global Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Global Concentrated. 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 Global Concentrated 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 Global Concentrated's important profitability drivers and their relationship over time.
| Cash Position Weight vs Year To Date Return | ||
| Three Year Return vs One Year Return | ||
| Cash Position Weight vs Five Year Return | ||
| Net Asset vs One Year Return | ||
| Cash Position Weight vs Equity Positions Weight |
Use Global Concentrated 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 Global Concentrated 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 Global Concentrated will appreciate offsetting losses from the drop in the long position's value.Global Concentrated Pair Trading
Global Centrated Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Global Concentrated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Global Concentrated 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 Global Concentrated - 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 Global Centrated Portfolio to buy it.
The correlation of Global Concentrated 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 Global Concentrated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Global Centrated Por 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 Global Concentrated 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 Global Concentrated position
In addition to having Global Concentrated 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 Furniture Thematic Idea Now
Furniture
Companies producing and selling home and office furniture. The Furniture theme has 40 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 Furniture Theme or any other thematic opportunities.
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Other Information on Investing in Global Mutual Fund
To fully project Global Concentrated's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Global Centrated Por 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 Global Concentrated's income statement, its balance sheet, and the statement of cash flows.
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