Ci Midcap Dividend Etf Profit Margin
CI MidCap Dividend fundamentals help investors to digest information that contributes to CI MidCap's financial success or failures. It also enables traders to predict the movement of UMI Etf. The fundamental analysis module provides a way to measure CI MidCap's 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 CI MidCap etf.
UMI |
CI MidCap Dividend ETF Profit Margin Analysis
CI MidCap's Profit Margin measures overall efficiency of a company and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Profit margin tells investors how well the company executes on its overall pricing strategies as well as how effective the company in controlling its costs.
In a nutshell, Profit Margin indicator shows the amount of money the company makes from total sales or revenue. It can provide a good insight into companies in the same sector, as well as help to identify trends of a company from year to year.
CompetitionBased on the latest financial disclosure, CI MidCap Dividend has a Profit Margin of 0.0%. This indicator is about the same for the WisdomTree Asset Management Inc average (which is currently at 0.0) family and about the same as US Small/Mid Cap Equity (which currently averages 0.0) category. This indicator is about the same for all Canada etfs average (which is currently at 0.0).
Did you try this?
Run Portfolio Anywhere Now
Portfolio AnywhereTrack or share privately all of your investments from the convenience of any device |
| All Next | Launch Module |
Fund Asset Allocation for CI MidCap
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides CI MidCap's 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.
UMI Fundamentals
| Beta | 1.14 | |||
| Total Asset | 18.41 M | |||
| One Year Return | 12.50 % | |||
| Three Year Return | 6.90 % | |||
| Five Year Return | 10.10 % | |||
| Net Asset | 18.41 M | |||
| Last Dividend Paid | 0.17 | |||
| Equity Positions Weight | 100.00 % |
Pair Trading with CI MidCap
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 CI MidCap 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 CI MidCap will appreciate offsetting losses from the drop in the long position's value.Moving together with UMI Etf
| 0.66 | XSU | iShares Small Cap | PairCorr |
| 0.8 | XMC | iShares SP Mid | PairCorr |
| 0.78 | XMH | iShares SP Mid | PairCorr |
| 0.91 | MUMC | Manulife Multifactor Mid | PairCorr |
| 0.87 | DXZ | Dynamic Active Mid | PairCorr |
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.Other Information on Investing in UMI Etf
CI MidCap financial ratios help investors to determine whether UMI Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in UMI with respect to the benefits of owning CI MidCap security.