NIKE, Inc. Stock Holdings Boosted by Carl P. Sherr Co. LLC
| PORIX Fund | USD 63.88 0.21 0.33% |
Slightly above 67% of Portfolio's investor base is looking to short. The analysis of overall sentiment of trading Portfolio 21 Global mutual fund suggests that many investors are alarmed at this time. Portfolio's investing sentiment can be driven by a variety of factors including economic data, Portfolio's earnings reports, geopolitical events, and overall market trends.
Portfolio |
Carl P. Sherr Co. LLC increased its stake in NIKE, Inc. by 101.8 percent in the 3rd quarter, according to its most recent Form 13F filing with the Securities Exchange Commission. The firm owned 20,112 shares of the footwear makers stock after purchasing an additional 10,147 shares during the quarter.
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Portfolio Fundamental Analysis
We analyze Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Portfolio 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.
Ten Year Return
Ten Year Return Comparative Analysis
Portfolio is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Portfolio 21 Global 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 Portfolio mutual fund to make a market-neutral strategy. Peer analysis of Portfolio could also be used in its relative valuation, which is a method of valuing Portfolio by comparing valuation metrics with similar companies.
Peers
Portfolio Related Equities
| CRANX | Community Reinvestment | 0.11 |
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| PGINX | Pax Global | 0.28 |
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| PORTX | Portfolio | 0.28 |
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| JHJIX | John Hancock | 0.42 |
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| PXSIX | Pax Small | 0.56 |
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Other Information on Investing in Portfolio Mutual Fund
Portfolio financial ratios help investors to determine whether Portfolio 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 Portfolio with respect to the benefits of owning Portfolio security.
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