Lyxor PEA Equity Positions Weight vs. One Year Return
| PSP5 Etf | EUR 50.28 0.31 0.62% |
For Lyxor PEA profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lyxor PEA to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lyxor PEA SP utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lyxor PEA's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lyxor PEA SP over time as well as its relative position and ranking within its peers.
Lyxor |
Lyxor PEA SP One Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lyxor PEA's current stock value. Our valuation model uses many indicators to compare Lyxor PEA value to that of its competitors to determine the firm's financial worth. Lyxor PEA SP is rated below average in equity positions weight as compared to similar ETFs. It is regarded third largest ETF in one year return as compared to similar ETFs reporting about 0.29 of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for Lyxor PEA SP is roughly 3.49 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Lyxor PEA by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Lyxor PEA's Etf. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Lyxor One Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Lyxor PEA |
| = | 100.00 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Lyxor PEA |
| = | 28.66 % |
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.
Lyxor One Year Return Comparison
Lyxor PEA is currently under evaluation in one year return as compared to similar ETFs.
Lyxor PEA Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lyxor PEA, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lyxor PEA will eventually generate negative long term returns. The profitability progress is the general direction of Lyxor PEA's change in net profit over the period of time. It can combine multiple indicators of Lyxor PEA, 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 Lyxor PEA SP 500 UCITS ETF is a UCITS compliant exchange traded fund that aims to track the benchmark index SP 500 Net Total Return Index.The SP 500 Net Total Return Index includes 500 leading companies in leading industries of the U.S. economy and reflects the risk and return characteristics of the broader large cap universe on an on-going basis. LYXOR SP500 is traded on Paris Stock Exchange in France.
Lyxor Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lyxor PEA. 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 Lyxor PEA 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 Lyxor PEA's important profitability drivers and their relationship over time.
Use Lyxor PEA 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 Lyxor PEA 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 Lyxor PEA will appreciate offsetting losses from the drop in the long position's value.Lyxor PEA Pair Trading
Lyxor PEA SP Pair Trading Analysis
The ability to find closely correlated positions to Lyxor PEA could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lyxor PEA 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 Lyxor PEA - 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 Lyxor PEA SP to buy it.
The correlation of Lyxor PEA 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 Lyxor PEA moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lyxor PEA SP 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 Lyxor PEA 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 Lyxor PEA position
In addition to having Lyxor PEA 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 Heavy Metals Thematic Idea Now
Heavy Metals
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 37 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 Heavy Metals Theme or any other thematic opportunities.
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Other Information on Investing in Lyxor Etf
To fully project Lyxor PEA's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lyxor PEA SP 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 Lyxor PEA's income statement, its balance sheet, and the statement of cash flows.