Boyd Watterson Three Year Return vs. Bond Positions Weight
| BWDTX Fund | USD 9.97 0.01 0.10% |
For Boyd Watterson profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Boyd Watterson to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Boyd Watterson Limited utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Boyd Watterson's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Boyd Watterson Limited over time as well as its relative position and ranking within its peers.
Boyd |
Boyd Watterson Bond Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Boyd Watterson's current stock value. Our valuation model uses many indicators to compare Boyd Watterson value to that of its competitors to determine the firm's financial worth. Boyd Watterson Limited is rated below average in three year return among similar funds. It is fourth largest fund in bond positions weight among similar funds creating about 1.89 of Bond Positions Weight per Three Year Return. 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 Boyd Watterson's earnings, one of the primary drivers of an investment's value.Boyd Bond Positions Weight vs. Three Year Return
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.
Boyd Watterson |
| = | 4.34 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Boyd Watterson |
| = | 8.20 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Boyd Bond Positions Weight Comparison
Boyd Watterson is third largest fund in bond positions weight among similar funds.
Boyd Watterson Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Boyd Watterson, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Boyd Watterson will eventually generate negative long term returns. The profitability progress is the general direction of Boyd Watterson's change in net profit over the period of time. It can combine multiple indicators of Boyd Watterson, 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 invests a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are below investment-grade and investment grade fixed income securities, asset-backed securities, hybrid corporate securities that combine equity and debt characteristics such as preferred stocks, bank loans, and U.S. government securities, and equity securities.
Boyd Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Boyd Watterson. 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 Boyd Watterson 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 Boyd Watterson's important profitability drivers and their relationship over time.
Use Boyd Watterson 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 Boyd Watterson 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 Boyd Watterson will appreciate offsetting losses from the drop in the long position's value.Boyd Watterson Pair Trading
Boyd Watterson Limited Pair Trading Analysis
The ability to find closely correlated positions to Boyd Watterson could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Boyd Watterson 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 Boyd Watterson - 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 Boyd Watterson Limited to buy it.
The correlation of Boyd Watterson 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 Boyd Watterson moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Boyd Watterson 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 Boyd Watterson 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 Boyd Watterson position
In addition to having Boyd Watterson 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 Insurance Thematic Idea Now
Insurance
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance theme has 61 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 Insurance Theme or any other thematic opportunities.
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Other Information on Investing in Boyd Mutual Fund
To fully project Boyd Watterson's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Boyd Watterson 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 Boyd Watterson's income statement, its balance sheet, and the statement of cash flows.
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