Invesco BulletShares Bond Positions Weight vs. Beta
| BSCU Etf | USD 16.37 0.01 0.06% |
For Invesco BulletShares profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco BulletShares to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco BulletShares 2030 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco BulletShares's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco BulletShares 2030 over time as well as its relative position and ranking within its peers.
Invesco |
The market value of Invesco BulletShares 2030 is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco BulletShares' value that differs from its market value or its book value, called intrinsic value, which is Invesco BulletShares' 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 Invesco BulletShares' market value can be influenced by many factors that don't directly affect Invesco BulletShares' 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 Invesco BulletShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco BulletShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco BulletShares' 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.
Invesco BulletShares 2030 Beta vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco BulletShares's current stock value. Our valuation model uses many indicators to compare Invesco BulletShares value to that of its competitors to determine the firm's financial worth. Invesco BulletShares 2030 is fourth largest ETF in bond positions weight as compared to similar ETFs. It is the top ETF in beta as compared to similar ETFs totaling about 0.09 of Beta per Bond Positions Weight. The ratio of Bond Positions Weight to Beta for Invesco BulletShares 2030 is roughly 10.61 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Invesco BulletShares by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Invesco Beta vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Invesco BulletShares |
| = | 12.31 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Invesco BulletShares |
| = | 1.16 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Invesco Beta Comparison
Invesco BulletShares is currently under evaluation in beta as compared to similar ETFs.
Beta Analysis
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco BulletShares will likely underperform.
Invesco BulletShares Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco BulletShares, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco BulletShares will eventually generate negative long term returns. The profitability progress is the general direction of Invesco BulletShares' change in net profit over the period of time. It can combine multiple indicators of Invesco BulletShares, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund generally will invest at least 80 percent of its total assets in securities that comprise the underlying index. Bs 2030 is traded on NASDAQ Exchange in the United States.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco BulletShares. 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 Invesco BulletShares 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 Invesco BulletShares' important profitability drivers and their relationship over time.
| Bond Positions Weight vs One Year Return | ||
| Three Year Return vs Beta | ||
| Bond Positions Weight vs Net Asset | ||
| Last Dividend Paid vs Beta |
Use Invesco BulletShares 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 Invesco BulletShares 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 Invesco BulletShares will appreciate offsetting losses from the drop in the long position's value.Invesco BulletShares Pair Trading
Invesco BulletShares 2030 Pair Trading Analysis
The ability to find closely correlated positions to Invesco BulletShares could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco BulletShares 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 Invesco BulletShares - 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 Invesco BulletShares 2030 to buy it.
The correlation of Invesco BulletShares 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 Invesco BulletShares moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco BulletShares 2030 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 Invesco BulletShares 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 Invesco BulletShares position
In addition to having Invesco BulletShares 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 Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Trending Equities. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
To fully project Invesco BulletShares' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco BulletShares 2030 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 Invesco BulletShares' income statement, its balance sheet, and the statement of cash flows.