Campbell Systematic Minimum Initial Investment vs. Net Asset
| EBSIX Fund | USD 9.69 0.02 0.21% |
For Campbell Systematic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Campbell Systematic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Campbell Systematic Macro utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Campbell Systematic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Campbell Systematic Macro over time as well as its relative position and ranking within its peers.
Campbell |
Campbell Systematic Macro Net Asset vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Campbell Systematic's current stock value. Our valuation model uses many indicators to compare Campbell Systematic value to that of its competitors to determine the firm's financial worth. Campbell Systematic Macro is one of the top funds in minimum initial investment among similar funds. It also is one of the top funds in net asset among similar funds making up about 1,618 of Net Asset per Minimum Initial Investment. 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 Campbell Systematic's earnings, one of the primary drivers of an investment's value.Campbell Net Asset vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Campbell Systematic |
| = | 100 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.
Campbell Systematic |
| = | 161.76 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.
Campbell Net Asset Comparison
Campbell Systematic is currently under evaluation in net asset among similar funds.
Campbell Systematic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Campbell Systematic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Campbell Systematic will eventually generate negative long term returns. The profitability progress is the general direction of Campbell Systematic's change in net profit over the period of time. It can combine multiple indicators of Campbell Systematic, 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 pursues its investment objective by investing its assets pursuant to the Campbell Systematic Macro Program allocating up to 25 percent of its total assets in its wholly-owned subsidiary, Campbell Systematic Macro Offshore Limited , which is organized under the acts of the Cayman Islands and employs the Advisers Campbell Systematic Macro Program, and allocating the remainder of its assets directly in a portfolio of investment grade securities for cash management purposes. It is non-diversified.
Campbell Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Campbell Systematic. 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 Campbell Systematic 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 Campbell Systematic's important profitability drivers and their relationship over time.
Use Campbell Systematic 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 Campbell Systematic 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 Campbell Systematic will appreciate offsetting losses from the drop in the long position's value.Campbell Systematic Pair Trading
Campbell Systematic Macro Pair Trading Analysis
The ability to find closely correlated positions to Campbell Systematic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Campbell Systematic 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 Campbell Systematic - 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 Campbell Systematic Macro to buy it.
The correlation of Campbell Systematic 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 Campbell Systematic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Campbell Systematic Macro 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 Campbell Systematic 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 Campbell Systematic position
In addition to having Campbell Systematic 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 Heavy Metals Thematic Idea Now
Heavy Metals
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals 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 Heavy Metals Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Campbell Mutual Fund
To fully project Campbell Systematic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Campbell Systematic Macro 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 Campbell Systematic's income statement, its balance sheet, and the statement of cash flows.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |