Entrepreneurshares Etf Profile
EntrepreneurShares is trading at 13.21 as of the 16th of December 2024; that is No Change since the beginning of the trading day. The etf's open price was 13.21. The performance scores are derived for the period starting the 22nd of December 2023 and ending today, the 16th of December 2024. Click here to learn more.
EntrepreneurShares Etf Highlights
| Old Name | ERShares NextGen Entrepreneurs ETF |
| Business Concentration | Foreign Small/Mid Growth, EntrepreneurShares (View all Sectors) |
| Country Name | USA |
| Returns Y T D | (9.56) |
| Name | ERShares NextGen Entrepreneurs ETF |
| Currency Code | USD |
| Open Figi | BBG00MXRGVL6 |
| In Threey Volatility | 21.39 |
| 1y Volatility | 19.34 |
| 200 Day M A | 12.2206 |
| 50 Day M A | 11.981 |
| Code | ERSX |
| Updated At | 5th of March 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.92) |
| Type | ETF |
EntrepreneurShares [ERSX] is traded in USA and was established 2018-12-27. The fund is listed under Foreign Small/Mid Growth category and is part of EntrepreneurShares family. EntrepreneurShares currently have 18.75 M in assets under management (AUM). , while the total return for the last 3 years was -16.1%.
Check EntrepreneurShares Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on EntrepreneurShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding EntrepreneurShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as EntrepreneurShares Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top EntrepreneurShares Etf Constituents
| API | Agora Inc | Stock | Information Technology | |
| BGNE | BeiGene | Stock | Health Care | |
| BILI | Bilibili | Stock | Communication Services | |
| CRSP | Crispr Therapeutics AG | Stock | Health Care | |
| EVO | Evotec SE ADR | Stock | Health Care | |
| FVRR | Fiverr International | Stock | Industrials | |
| HUYA | HUYA Inc | Stock | Communication Services | |
| NIU | Niu Technologies | Stock | Consumer Discretionary |
EntrepreneurShares Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in EntrepreneurShares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7429 | |||
| Semi Deviation | 0.9412 | |||
| Standard Deviation | 0.9213 | |||
| Variance | 0.8487 |
EntrepreneurShares Against Markets
EntrepreneurShares Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with EntrepreneurShares etf to make a market-neutral strategy. Peer analysis of EntrepreneurShares could also be used in its relative valuation, which is a method of valuing EntrepreneurShares by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of EntrepreneurShares is measured differently than its book value, which is the value of EntrepreneurShares that is recorded on the company's balance sheet. Investors also form their own opinion of EntrepreneurShares' value that differs from its market value or its book value, called intrinsic value, which is EntrepreneurShares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because EntrepreneurShares' market value can be influenced by many factors that don't directly affect EntrepreneurShares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between EntrepreneurShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if EntrepreneurShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EntrepreneurShares' 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.