Doubleline Multi Cash Position Weight vs. Bond Positions Weight
| DLMOX Fund | USD 7.32 0.04 0.54% |
For Doubleline Multi profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Doubleline Multi to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Doubleline Multi Asset Trend utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Doubleline Multi's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Doubleline Multi Asset Trend over time as well as its relative position and ranking within its peers.
Doubleline |
Doubleline Multi Asset Bond Positions Weight vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Doubleline Multi's current stock value. Our valuation model uses many indicators to compare Doubleline Multi value to that of its competitors to determine the firm's financial worth. Doubleline Multi Asset Trend is rated # 2 fund in cash position weight among similar funds. It also is rated # 2 fund in bond positions 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 Doubleline Multi's earnings, one of the primary drivers of an investment's value.Doubleline Bond Positions Weight vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Doubleline Multi |
| = | (79.03) % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Doubleline Multi |
| = | 9.67 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Doubleline Bond Positions Weight Comparison
Doubleline Multi is one of the top funds in bond positions weight among similar funds.
Doubleline Multi Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Doubleline Multi, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Doubleline Multi will eventually generate negative long term returns. The profitability progress is the general direction of Doubleline Multi's change in net profit over the period of time. It can combine multiple indicators of Doubleline Multi, 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 advisor will seek to use derivatives, or a combination of derivatives and direct investments, to provide a return that approximates the performance of the BNP Paribas Multi-Asset Trend Index. The index has been designed to reflect investment exposure to persistent trends in price movements of a broad universe of assets across different markets, including domestic, foreign and emerging market equities, sovereign bonds and other debt securities, interest rates, currencies and commodities.
Doubleline Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Doubleline Multi. 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 Doubleline Multi 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 Doubleline Multi's important profitability drivers and their relationship over time.
| Cash Position Weight vs Net Asset | ||
| Last Dividend Paid vs Bond Positions Weight | ||
| Cash Position Weight vs Equity Positions Weight |
Use Doubleline Multi 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 Doubleline Multi 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 Doubleline Multi will appreciate offsetting losses from the drop in the long position's value.Doubleline Multi Pair Trading
Doubleline Multi Asset Trend Pair Trading Analysis
The ability to find closely correlated positions to Doubleline Multi could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Doubleline Multi 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 Doubleline Multi - 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 Doubleline Multi Asset Trend to buy it.
The correlation of Doubleline Multi 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 Doubleline Multi moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Doubleline Multi Asset 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 Doubleline Multi 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 Doubleline Multi position
In addition to having Doubleline Multi 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 Large & Mid Caps ETFs Thematic Idea Now
Large & Mid Caps ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Large & Mid Caps ETFs theme has 41 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 Large & Mid Caps ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Doubleline Mutual Fund
To fully project Doubleline Multi's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Doubleline Multi Asset 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 Doubleline Multi's income statement, its balance sheet, and the statement of cash flows.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |