Emerald Insights Equity Positions Weight vs. Price To Book
| EFCCX Fund | USD 19.81 0.03 0.15% |
For Emerald Insights profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Emerald Insights to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Emerald Insights Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Emerald Insights's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Emerald Insights Fund over time as well as its relative position and ranking within its peers.
Emerald |
Emerald Insights Price To Book vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Emerald Insights's current stock value. Our valuation model uses many indicators to compare Emerald Insights value to that of its competitors to determine the firm's financial worth. Emerald Insights Fund is rated # 5 fund in equity positions weight among similar funds. It also is rated # 5 fund in price to book among similar funds fabricating about 0.04 of Price To Book per Equity Positions Weight. The ratio of Equity Positions Weight to Price To Book for Emerald Insights Fund is roughly 24.88 . 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 Emerald Insights' earnings, one of the primary drivers of an investment's value.Emerald Price To Book vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Emerald Insights |
| = | 97.51 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Emerald Insights |
| = | 3.92 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Emerald Price To Book Comparison
Emerald Insights is rated # 2 fund in price to book among similar funds.
Emerald Insights Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Emerald Insights, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Emerald Insights will eventually generate negative long term returns. The profitability progress is the general direction of Emerald Insights' change in net profit over the period of time. It can combine multiple indicators of Emerald Insights, 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.
Under normal conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. The fund will invest primarily in mid and small-size companies.
Emerald Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Emerald Insights. 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 Emerald Insights 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 Emerald Insights' important profitability drivers and their relationship over time.
Use Emerald Insights 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 Emerald Insights 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 Emerald Insights will appreciate offsetting losses from the drop in the long position's value.Emerald Insights Pair Trading
Emerald Insights Fund Pair Trading Analysis
The ability to find closely correlated positions to Emerald Insights could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Emerald Insights 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 Emerald Insights - 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 Emerald Insights Fund to buy it.
The correlation of Emerald Insights 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 Emerald Insights moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Emerald Insights 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 Emerald Insights 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 Emerald Insights position
In addition to having Emerald Insights 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 Plastics Thematic Idea Now
Plastics
Companies manufacturing rubber and plastics accessories. The Plastics theme has 43 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 Plastics Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Emerald Mutual Fund
To fully project Emerald Insights' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Emerald Insights 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 Emerald Insights' income statement, its balance sheet, and the statement of cash flows.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |