Riverpark Long/short Three Year Return vs. Price To Book

RLSFX Fund  USD 14.52  0.16  1.11%   
Based on Riverpark Long/short's profitability indicators, Riverpark Longshort Opportunity may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Riverpark Long/short's ability to earn profits and add value for shareholders.
For Riverpark Long/short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Riverpark Long/short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Riverpark Longshort Opportunity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Riverpark Long/short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Riverpark Longshort Opportunity over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Riverpark Long/short's value and its price as these two are different measures arrived at by different means. Investors typically determine if Riverpark Long/short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Riverpark Long/short's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Riverpark Long/short Price To Book vs. Three Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Riverpark Long/short's current stock value. Our valuation model uses many indicators to compare Riverpark Long/short value to that of its competitors to determine the firm's financial worth.
Riverpark Longshort Opportunity is rated below average in three year return among similar funds. It is rated third largest fund in price to book among similar funds . 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 Riverpark Long/short's earnings, one of the primary drivers of an investment's value.

Riverpark Price To Book vs. Three Year Return

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Riverpark Long/short

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
(9.14) %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

Riverpark Long/short

P/B

 = 

MV Per Share

BV Per Share

 = 
3.89 X
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.

Riverpark Price To Book Comparison

Riverpark Longshort is currently under evaluation in price to book among similar funds.

Riverpark Long/short Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Riverpark Long/short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Riverpark Long/short will eventually generate negative long term returns. The profitability progress is the general direction of Riverpark Long/short's change in net profit over the period of time. It can combine multiple indicators of Riverpark Long/short, 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 seeks long-term capital appreciation while managing downside volatility by investing long in equity securities that RiverPark believes have above-average growth prospects and selling short equity securities the Adviser believes are competitively disadvantaged over the long term. It invests primarily in the securities of U.S. companies, but it may also invest outside the U.S. The fund limits its investments in the securities of foreign issuers to no more than 15 percent of its assets.

Riverpark Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Riverpark Long/short. 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 Riverpark Long/short 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 Riverpark Long/short's important profitability drivers and their relationship over time.

Use Riverpark Long/short 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 Riverpark Long/short 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 Riverpark Long/short will appreciate offsetting losses from the drop in the long position's value.

Riverpark Long/short Pair Trading

Riverpark Longshort Opportunity Pair Trading Analysis

The ability to find closely correlated positions to Riverpark Long/short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Riverpark Long/short 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 Riverpark Long/short - 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 Riverpark Longshort Opportunity to buy it.
The correlation of Riverpark Long/short 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 Riverpark Long/short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Riverpark Long/short 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 Riverpark Long/short 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Riverpark Long/short position

In addition to having Riverpark Long/short 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 Disruptive Technologies Thematic Idea Now

Disruptive Technologies
Disruptive Technologies Theme
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 64 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 Disruptive Technologies Theme or any other thematic opportunities.
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Other Information on Investing in Riverpark Mutual Fund

To fully project Riverpark Long/short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Riverpark Long/short 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 Riverpark Long/short's income statement, its balance sheet, and the statement of cash flows.
Potential Riverpark Long/short investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Riverpark Long/short investors may work on each financial statement separately, they are all related. The changes in Riverpark Long/short's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Riverpark Long/short's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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