Brinker Capital Annual Yield vs. Net Asset
| DSHFX Fund | USD 11.96 0.08 0.67% |
For Brinker Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Brinker Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Brinker Capital Destinations utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Brinker Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Brinker Capital Destinations over time as well as its relative position and ranking within its peers.
Brinker |
Brinker Capital Dest Net Asset vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Brinker Capital's current stock value. Our valuation model uses many indicators to compare Brinker Capital value to that of its competitors to determine the firm's financial worth. Brinker Capital Destinations is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 36,190,062,222 of Net Asset 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 Brinker Capital's earnings, one of the primary drivers of an investment's value.Brinker Net Asset 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.
Brinker Capital |
| = | 0 % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Brinker Capital |
| = | 97.71 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Brinker Net Asset Comparison
Brinker Capital is currently under evaluation in net asset among similar funds.
Brinker Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Brinker Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Brinker Capital will eventually generate negative long term returns. The profitability progress is the general direction of Brinker Capital's change in net profit over the period of time. It can combine multiple indicators of Brinker Capital, 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 funds investment strategy seeks to provide capital appreciation through broad exposure to the equity markets with a lower volatility profile than long-only equity strategies, due to its implementation of a hedging strategy that uses index options to seek to limit the magnitude of negative returns during a declining equity market, thereby reducing the level of positive returns required to recoup losses.
Brinker Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Brinker Capital. 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 Brinker Capital 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 Brinker Capital's important profitability drivers and their relationship over time.
Use Brinker Capital 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 Brinker Capital 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 Brinker Capital will appreciate offsetting losses from the drop in the long position's value.Brinker Capital Pair Trading
Brinker Capital Destinations Pair Trading Analysis
The ability to find closely correlated positions to Brinker Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Brinker Capital 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 Brinker Capital - 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 Brinker Capital Destinations to buy it.
The correlation of Brinker Capital 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 Brinker Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brinker Capital Dest 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 Brinker Capital 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 Brinker Capital position
In addition to having Brinker Capital 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 Farming Thematic Idea Now
Farming
Companies producing farming products and providing services for farmers. The Farming theme has 37 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 Farming Theme or any other thematic opportunities.
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Other Information on Investing in Brinker Mutual Fund
To fully project Brinker Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Brinker Capital Dest 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 Brinker Capital's income statement, its balance sheet, and the statement of cash flows.
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