Bridge Builder Five Year Return vs. Cash Position Weight
| BBTIX Fund | 11.73 0.02 0.17% |
For Bridge Builder profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Bridge Builder to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Bridge Builder Tax utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Bridge Builder's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Bridge Builder Tax over time as well as its relative position and ranking within its peers.
Bridge |
Bridge Builder Tax Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Bridge Builder's current stock value. Our valuation model uses many indicators to compare Bridge Builder value to that of its competitors to determine the firm's financial worth. Bridge Builder Tax is the top fund in five year return among similar funds. It also is the top fund in cash position weight among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Bridge Builder's earnings, one of the primary drivers of an investment's value.Bridge Cash Position Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Bridge Builder |
| = | (8.69) % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Bridge Builder |
| = | 6.98 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Bridge Cash Position Weight Comparison
Bridge Builder is currently under evaluation in cash position weight among similar funds.
Bridge Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Bridge Builder. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Bridge Builder position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Bridge Builder's important profitability drivers and their relationship over time.
Use Bridge Builder in pair-trading
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 Bridge Builder 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 Bridge Builder will appreciate offsetting losses from the drop in the long position's value.Bridge Builder Pair Trading
Bridge Builder Tax Pair Trading Analysis
The ability to find closely correlated positions to Bridge Builder could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bridge Builder 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 Bridge Builder - 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 Bridge Builder Tax to buy it.
The correlation of Bridge Builder 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 Bridge Builder moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bridge Builder Tax 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 Bridge Builder 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.Use Investing Themes to Complement your Bridge Builder position
In addition to having Bridge Builder in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Most Shorted Equities Thematic Idea Now
Most Shorted Equities
Dynamically calculated list of top equities currently trending upward via a buy-out by investors. The Most Shorted Equities theme has 207 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Most Shorted Equities Theme or any other thematic opportunities.
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Other Information on Investing in Bridge Mutual Fund
To fully project Bridge Builder's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Bridge Builder Tax at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Bridge Builder's income statement, its balance sheet, and the statement of cash flows.
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