Conquer Risk Annual Yield vs. Equity Positions Weight
| CRDBX Fund | USD 13.44 0.23 1.68% |
For Conquer Risk profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Conquer Risk to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Conquer Risk Defensive utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Conquer Risk's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Conquer Risk Defensive over time as well as its relative position and ranking within its peers.
Conquer |
Conquer Risk Defensive Equity Positions Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Conquer Risk's current stock value. Our valuation model uses many indicators to compare Conquer Risk value to that of its competitors to determine the firm's financial worth. Conquer Risk Defensive is rated below average in annual yield among similar funds. It also is rated below average in equity positions weight among similar funds making about 7,208 of Equity Positions Weight per Annual Yield. 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 Conquer Risk's earnings, one of the primary drivers of an investment's value.Conquer Equity Positions Weight vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Conquer Risk |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Conquer Risk |
| = | 91.54 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Conquer Equity Positions Weight Comparison
Conquer Risk is rated below average in equity positions weight among similar funds.
Conquer Risk Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Conquer Risk, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Conquer Risk will eventually generate negative long term returns. The profitability progress is the general direction of Conquer Risk's change in net profit over the period of time. It can combine multiple indicators of Conquer Risk, 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 seeks long-term capital appreciation by constructing a portfolio that is comprised, under normal market conditions, of exchange traded funds , mutual funds , derivatives, andor cash and cash equivalents. It will generally use funds that hold a broad-based basket of equity securities. During downward trending markets, the Advisor will attempt to reduce downside exposure by limiting the funds investments to cash and cash equivalents. The fund is non-diversified.
Conquer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Conquer Risk. 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 Conquer Risk 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 Conquer Risk's important profitability drivers and their relationship over time.
| Annual Yield vs Net Asset | ||
| Minimum Initial Investment vs Equity Positions Weight | ||
| Annual Yield vs Cash Position Weight |
Use Conquer Risk 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 Conquer Risk 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 Conquer Risk will appreciate offsetting losses from the drop in the long position's value.Conquer Risk Pair Trading
Conquer Risk Defensive Pair Trading Analysis
The ability to find closely correlated positions to Conquer Risk could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Conquer Risk 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 Conquer Risk - 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 Conquer Risk Defensive to buy it.
The correlation of Conquer Risk 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 Conquer Risk moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Conquer Risk Defensive 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 Conquer Risk 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 Conquer Risk position
In addition to having Conquer Risk 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 Small Value Funds Thematic Idea Now
Small Value Funds
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 31 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 Small Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Conquer Mutual Fund
To fully project Conquer Risk's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Conquer Risk Defensive 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 Conquer Risk's income statement, its balance sheet, and the statement of cash flows.
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