Global Wealth Management Investment Advisory Inc. Buys 8,099 Shares of Vanguard Intermediate-Term Corporate Bond ETF
| WCAFX Fund | USD 8.90 0.03 0.34% |
Slightly above 61% of Wealthbuilder Conservative's investor base is looking to short. The analysis of overall sentiment of trading Wealthbuilder Conservative Allocation mutual fund suggests that many investors are alarmed at this time. Wealthbuilder Conservative's investing sentiment can be driven by a variety of factors including economic data, Wealthbuilder Conservative's earnings reports, geopolitical events, and overall market trends.
Wealthbuilder |
Global Wealth Management Investment Advisory Inc. lifted its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF by 4.1 percent during the 3rd quarter, HoldingsChannel.com reports. The firm owned 207,407 shares of the companys stock after buying an additional 8,099 shares during the quarter. Vanguard Intermediate-Term Corporate Bond ETF accounts for about
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Wealthbuilder Conservative Fundamental Analysis
We analyze Wealthbuilder Conservative's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wealthbuilder Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wealthbuilder Conservative 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
Wealthbuilder Conservative 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.
Wealthbuilder Conservative 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 Wealthbuilder Conservative mutual fund to make a market-neutral strategy. Peer analysis of Wealthbuilder Conservative could also be used in its relative valuation, which is a method of valuing Wealthbuilder Conservative by comparing valuation metrics with similar companies.
Peers
Wealthbuilder Conservative Related Equities
| EMGCX | Wells Fargo | 0.05 | ||||
| SADIX | Wells Fargo | 0.00 | ||||
| EMGYX | Wells Fargo | 0.11 | ||||
| SADAX | Wells Fargo | 0.11 | ||||
| EMGNX | Wells Fargo | 0.11 | ||||
| EMGAX | Wells Fargo | 0.11 | ||||
| SSHIX | Wells Fargo | 0.12 | ||||
| DHICX | Wells Fargo | 0.22 | ||||
| VMPYX | Wells Fargo | 0.22 | ||||
| VMPAX | Wells Fargo | 0.22 |
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Conservative financial ratios help investors to determine whether Wealthbuilder 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 Wealthbuilder with respect to the benefits of owning Wealthbuilder Conservative security.
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