Realty Income Co. Shares Purchased by Coldstream Capital Management Inc.
| IRSEX Fund | USD 15.20 0.05 0.33% |
Slightly above 56% of Ivy Advantus' investor base is looking to short. The analysis of overall sentiment of trading Ivy Advantus Real mutual fund suggests that many investors are alarmed at this time. Ivy Advantus' investing sentiment can be driven by a variety of factors including economic data, Ivy Advantus' earnings reports, geopolitical events, and overall market trends.
Ivy |
Coldstream Capital Management Inc. increased its position in shares of Realty Income Co. by 2.3 percent in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 86,794 shares of the real estate investment trusts stock after purchasing an additional 1,953
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Ivy Advantus Fundamental Analysis
We analyze Ivy Advantus' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Advantus using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Advantus based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Ivy Advantus is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Ivy Advantus Real Potential Pair-trading
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 Ivy Advantus mutual fund to make a market-neutral strategy. Peer analysis of Ivy Advantus could also be used in its relative valuation, which is a method of valuing Ivy Advantus by comparing valuation metrics with similar companies.
Peers
Ivy Advantus Related Equities
| GISTX | Goldman Sachs | 2.17 | ||||
| DTEYX | Dreyfus Technology | 0.94 | ||||
| ITYYX | Invesco Technology | 0.71 | ||||
| TOWTX | Towpath Technology | 0.57 |
Other Information on Investing in Ivy Mutual Fund
Ivy Advantus financial ratios help investors to determine whether Ivy Mutual Fund 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 Ivy with respect to the benefits of owning Ivy Advantus security.
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