Foundations Dynamic Ownership
| FDGR Etf | 13.26 0.27 2.08% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Foundations |
Foundations Etf Ownership Analysis
Foundations Dynamic is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Ultimus Fund Solutions, LLC. The fund has 7 constituents across multiple sectors and instustries. The fund charges 0.79 percent management fee with a total expences of 0.79 percent of total asset. It is possible that Foundations Dynamic Growth etf was renamed or delisted.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Foundations Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Foundations Dynamic , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| VOT | Vanguard Mid Cap Growth | Etf | |
| VBK | Vanguard Small Cap Growth | Etf | |
| G | Genpact Limited | Stock | |
| MGK | Vanguard Mega Cap | Etf | |
| VUG | Vanguard Index Funds | Etf |
Foundations Dynamic Outstanding Bonds
Foundations Dynamic issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Foundations Dynamic uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Foundations bonds can be classified according to their maturity, which is the date when Foundations Dynamic Growth has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US902104AC24 Corp BondUS902104AC24 | View | |
| Dana 575 percent Corp BondUS235822AB96 | View | |
| TYCO ELECTRONICS GROUP Corp BondUS902133AT46 | View | |
| TYCO ELECTRONICS GROUP Corp BondUS902133AU19 | View | |
| TEL 25 04 FEB 32 Corp BondUS902133AY31 | View | |
| TEL 45 13 FEB 26 Corp BondUS902133AZ06 | View | |
| TE Connectivity 7125 Corp BondUS902133AG25 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View |
Pair Trading with Foundations Dynamic
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 Foundations Dynamic 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 Foundations Dynamic will appreciate offsetting losses from the drop in the long position's value.Moving together with Foundations Etf
| 0.95 | VUG | Vanguard Growth Index | PairCorr |
| 0.94 | IWF | iShares Russell 1000 | PairCorr |
| 0.94 | IVW | iShares SP 500 | PairCorr |
| 0.94 | SPYG | SPDR Portfolio SP | PairCorr |
| 0.94 | IUSG | iShares Core SP | PairCorr |
Moving against Foundations Etf
| 0.67 | PMBS | PIMCO Mortgage Backed | PairCorr |
| 0.63 | AMPD | Tidal Trust II | PairCorr |
| 0.61 | JNJ | Johnson Johnson | PairCorr |
| 0.59 | FXY | Invesco CurrencyShares | PairCorr |
| 0.51 | T | ATT Inc Aggressive Push | PairCorr |
The ability to find closely correlated positions to Foundations Dynamic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Foundations Dynamic 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 Foundations Dynamic - 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 Foundations Dynamic Growth to buy it.
The correlation of Foundations Dynamic 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 Foundations Dynamic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Foundations Dynamic 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 Foundations Dynamic 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.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Foundations Dynamic Growth. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of Foundations Dynamic is measured differently than its book value, which is the value of Foundations that is recorded on the company's balance sheet. Investors also form their own opinion of Foundations Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Foundations Dynamic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Foundations Dynamic's market value can be influenced by many factors that don't directly affect Foundations Dynamic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Foundations Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Foundations Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Foundations Dynamic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.