Lifegoal Investments Etf Bond Positions Weight
LifeGoal Investments fundamentals help investors to digest information that contributes to LifeGoal Investments' financial success or failures. It also enables traders to predict the movement of LifeGoal Etf. The fundamental analysis module provides a way to measure LifeGoal Investments' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to LifeGoal Investments etf.
LifeGoal |
LifeGoal Investments ETF Bond Positions Weight Analysis
LifeGoal Investments' Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current LifeGoal Investments Bond Positions Weight | 12.62 % |
Most of LifeGoal Investments' fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, LifeGoal Investments is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, LifeGoal Investments has a Bond Positions Weight of 12.62%. This is much higher than that of the lifegoalinvestments family and significantly higher than that of the Allocation--15% to 30% Equity category. The bond positions weight for all United States etfs is notably lower than that of the firm.
LifeGoal Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses LifeGoal Investments' direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of LifeGoal Investments could also be used in its relative valuation, which is a method of valuing LifeGoal Investments by comparing valuation metrics of similar companies.LifeGoal Investments is currently under evaluation in bond positions weight as compared to similar ETFs.
Fund Asset Allocation for LifeGoal Investments
The fund invests 23.85% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (12.62%) and various exotic instruments.Asset allocation divides LifeGoal Investments' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
LifeGoal Fundamentals
| Total Asset | 2.92 M | |||
| One Year Return | (15.28) % | |||
| Net Asset | 2.92 M | |||
| Equity Positions Weight | 23.85 % | |||
| Bond Positions Weight | 12.62 % |
Pair Trading with LifeGoal Investments
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 LifeGoal Investments 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 LifeGoal Investments will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft 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 Microsoft - 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 Microsoft to buy it.
The correlation of Microsoft 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 Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft 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 Microsoft 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.Check out World Market Map 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 real. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Other Tools for LifeGoal Etf
When running LifeGoal Investments' price analysis, check to measure LifeGoal Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy LifeGoal Investments is operating at the current time. Most of LifeGoal Investments' value examination focuses on studying past and present price action to predict the probability of LifeGoal Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move LifeGoal Investments' price. Additionally, you may evaluate how the addition of LifeGoal Investments to your portfolios can decrease your overall portfolio volatility.
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