Pimco Preferred One Year Return vs. Equity Positions Weight
| PFCJX Fund | USD 9.19 0.11 1.18% |
For Pimco Preferred profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pimco Preferred to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pimco Preferred And utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pimco Preferred's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pimco Preferred And over time as well as its relative position and ranking within its peers.
Pimco |
Pimco Preferred And Equity Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Preferred's current stock value. Our valuation model uses many indicators to compare Pimco Preferred value to that of its competitors to determine the firm's financial worth. Pimco Preferred And is rated top fund in one year return among similar funds. It also is rated top fund in equity positions weight among similar funds making about 0.08 of Equity Positions Weight per One Year Return. The ratio of One Year Return to Equity Positions Weight for Pimco Preferred And is roughly 12.93 . 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 Pimco Preferred's earnings, one of the primary drivers of an investment's value.Pimco Equity Positions Weight vs. One Year Return
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.
Pimco Preferred |
| = | 10.08 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Pimco Preferred |
| = | 0.78 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Pimco Equity Positions Weight Comparison
Pimco Preferred is currently under evaluation in equity positions weight among similar funds.
Pimco Preferred Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pimco Preferred, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pimco Preferred will eventually generate negative long term returns. The profitability progress is the general direction of Pimco Preferred's change in net profit over the period of time. It can combine multiple indicators of Pimco Preferred, 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 invests at least 80 percent of its assets in a diversified portfolio of preferred securities and Capital Securities. Capital Securities include securities issued by U.S. and non-U.S. financial institutions that can be used to satisfy their regulatory capital requirements and securities, which may include instruments referred to as hybrid securities, that would be subordinated to at least one type of debt.
Pimco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pimco Preferred. 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 Pimco Preferred 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 Pimco Preferred's important profitability drivers and their relationship over time.
Use Pimco Preferred 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 Pimco Preferred 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 Pimco Preferred will appreciate offsetting losses from the drop in the long position's value.Pimco Preferred Pair Trading
Pimco Preferred And Pair Trading Analysis
The ability to find closely correlated positions to Pimco Preferred could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pimco Preferred 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 Pimco Preferred - 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 Pimco Preferred And to buy it.
The correlation of Pimco Preferred 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 Pimco Preferred moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco Preferred And 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 Pimco Preferred 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 Pimco Preferred position
In addition to having Pimco Preferred 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 Pharmaceutical Products Thematic Idea Now
Pharmaceutical Products
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Pharmaceutical Products 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 Pharmaceutical Products Theme or any other thematic opportunities.
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Other Information on Investing in Pimco Mutual Fund
To fully project Pimco Preferred's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pimco Preferred And 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 Pimco Preferred's income statement, its balance sheet, and the statement of cash flows.
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