Managed Portfolio Financials
| LCR Etf | USD 34.38 0.04 0.12% |
Net Expense Ratio 0.0086 | 3 y Sharp Ratio 0.22 |
Managed |
The data published in Managed Portfolio's official financial statements typically reflect Managed Portfolio's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Managed Portfolio's quantitative information. For example, before you start analyzing numbers published by Managed accountants, it's essential to understand Managed Portfolio's liquidity, profitability, and earnings quality within the context of the Leuthold space in which it operates.
Managed Portfolio Etf Summary
Managed Portfolio competes with Overlay Shares, First Trust, LeaderSharesTM AlphaFactor, Overlay Shares, and PIMCO RAFI. The fund is an actively-managed exchanged-traded fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds and index-based ETFs , that provide exposure to a broad range of asset classes. Leuthold Core is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US5272897894 |
| CUSIP | 527289789 56167R606 |
| Region | Global |
| Investment Issuer | Leuthold Group |
| Etf Family | Leuthold |
| Fund Category | Asset Allocation |
| Portfolio Concentration | Target Outcome |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Managed Portfolio Key Financial Ratios
Managed Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Managed Portfolio's current stock value. Our valuation model uses many indicators to compare Managed Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Managed Portfolio competition to find correlations between indicators driving Managed Portfolio's intrinsic value. More Info.Managed Portfolio Series is considered the top ETF in beta as compared to similar ETFs. It also is considered the top ETF in one year return as compared to similar ETFs reporting about 5.66 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value Managed Portfolio by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Managed Portfolio Series Systematic Risk
Managed Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Managed Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Managed Portfolio Series correlated with the market. If Beta is less than 0 Managed Portfolio generally moves in the opposite direction as compared to the market. If Managed Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Managed Portfolio Series is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Managed Portfolio is generally in the same direction as the market. If Beta > 1 Managed Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Managed Portfolio is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Managed has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Managed Portfolio's financials are consistent with your investment objective using the following steps:- Review Managed Portfolio's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Managed Portfolio's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Managed Portfolio's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Managed Portfolio's stock is overvalued or undervalued.
Managed Portfolio Thematic Clasifications
Managed Portfolio Series is part of several thematic ideas from Asset Allocation ETFs to Target Outcome ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasManaged Portfolio March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Managed Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Managed Portfolio Series. We use our internally-developed statistical techniques to arrive at the intrinsic value of Managed Portfolio Series based on widely used predictive technical indicators. In general, we focus on analyzing Managed Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Managed Portfolio's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0459 | |||
| Maximum Drawdown | 2.7 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 0.8118 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Managed Portfolio Series. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
The market value of Managed Portfolio Series is measured differently than its book value, which is the value of Managed that is recorded on the company's balance sheet. Investors also form their own opinion of Managed Portfolio's value that differs from its market value or its book value, called intrinsic value, which is Managed Portfolio's 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 Managed Portfolio's market value can be influenced by many factors that don't directly affect Managed Portfolio's 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 Managed Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Managed Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Managed Portfolio'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.