Columbia Acorn Five Year Return vs. Equity Positions Weight
| CAECXDelisted Fund | USD 23.43 0.00 0.00% |
For Columbia Acorn profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Acorn to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Acorn European utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Acorn's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Acorn European over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Acorn European Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Acorn's current stock value. Our valuation model uses many indicators to compare Columbia Acorn value to that of its competitors to determine the firm's financial worth. Columbia Acorn European is the top fund in five year return among similar funds. It also is the top fund in equity positions weight among similar funds making about 24.16 of Equity Positions Weight per Five 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 Columbia Acorn's earnings, one of the primary drivers of an investment's value.Columbia Equity Positions 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.
Columbia Acorn |
| = | 4.09 % |
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 equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Columbia Acorn |
| = | 98.87 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Columbia Equity Positions Weight Comparison
Columbia Acorn is currently under evaluation in equity positions weight among similar funds.
Columbia Acorn Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Columbia Acorn, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Columbia Acorn will eventually generate negative long term returns. The profitability progress is the general direction of Columbia Acorn's change in net profit over the period of time. It can combine multiple indicators of Columbia Acorn, 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 normally invests at least 80 percent of its net assets in European companies. Columbia Acorn is traded on NASDAQ Exchange in the United States.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Acorn. 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 Columbia Acorn 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 Columbia Acorn's important profitability drivers and their relationship over time.
Use Columbia Acorn 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 Columbia Acorn 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 Columbia Acorn will appreciate offsetting losses from the drop in the long position's value.Columbia Acorn Pair Trading
Columbia Acorn European Pair Trading Analysis
The ability to find closely correlated positions to Columbia Acorn could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Columbia Acorn 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 Columbia Acorn - 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 Columbia Acorn European to buy it.
The correlation of Columbia Acorn 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 Columbia Acorn moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Columbia Acorn European 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 Columbia Acorn 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 Columbia Acorn position
In addition to having Columbia Acorn 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?
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Driverless Cars
It encompasses large technology companies, automotive makers, security firms, and thematic ETFs across multiple industries. These entities are directly or indirectly involved in shaping the development and marketing of self-driving vehicles. The Driverless Cars theme has 36 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 Driverless Cars Theme or any other thematic opportunities.
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Acorn European check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Columbia Acorn's history and understand the potential risks before investing.
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