Wilson Boucher Capital Management LLC Buys 2,156 Shares of Vanguard Dividend Appreciation ETF
JIIOX Fund | USD 13.64 0.12 0.89% |
Slightly above 51% of Lifestyle's investor base is interested to short. The analysis of overall sentiment of trading Lifestyle Ii Aggressive mutual fund suggests that many investors are impartial at this time. Lifestyle's investing sentiment can be driven by a variety of factors including economic data, Lifestyle's earnings reports, geopolitical events, and overall market trends.
Lifestyle |
Wilson Boucher Capital Management LLC raised its stake in shares of Vanguard Dividend Appreciation ETF by 16.7 percent during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,081 shares of the companys stock after purchasing an additional 2,156 shares
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Lifestyle Fundamental Analysis
We analyze Lifestyle's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lifestyle using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lifestyle 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.
Three Year Return
Three Year Return Comparative Analysis
Lifestyle is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Lifestyle Ii Aggressive 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 Lifestyle mutual fund to make a market-neutral strategy. Peer analysis of Lifestyle could also be used in its relative valuation, which is a method of valuing Lifestyle by comparing valuation metrics with similar companies.
Peers
Lifestyle Related Equities
JRETX | J Hancock | 0.78 | ||||
JQLAX | Multimanager Lifestyle | 0.75 | ||||
JQLGX | Multimanager Lifestyle | 0.70 | ||||
JQLBX | Multimanager Lifestyle | 0.52 | ||||
JQLMX | Multimanager Lifestyle | 0.40 | ||||
JQLCX | Multimanager Lifestyle | 0.25 | ||||
FRBAX | Regional Bank | 6.32 | ||||
JRBFX | Regional Bank | 6.39 | ||||
JRGRX | Regional Bank | 6.45 | ||||
FRBCX | Regional Bank | 6.62 |
Other Information on Investing in Lifestyle Mutual Fund
Lifestyle financial ratios help investors to determine whether Lifestyle 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 Lifestyle with respect to the benefits of owning Lifestyle security.
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