Invesco EQQQ Ten Year Return vs. Equity Positions Weight
| EQQQ Etf | EUR 507.30 4.50 0.89% |
For Invesco EQQQ profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco EQQQ to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco EQQQ NASDAQ 100 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco EQQQ's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco EQQQ NASDAQ 100 over time as well as its relative position and ranking within its peers.
Invesco |
Invesco EQQQ NASDAQ Equity Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco EQQQ's current stock value. Our valuation model uses many indicators to compare Invesco EQQQ value to that of its competitors to determine the firm's financial worth. Invesco EQQQ NASDAQ 100 is one of the top ETFs in ten year return as compared to similar ETFs. It is rated below average in equity positions weight as compared to similar ETFs making about 4.65 of Equity Positions Weight per Ten Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco EQQQ by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco EQQQ's Etf. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Invesco Equity Positions Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Invesco EQQQ |
| = | 19.67 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Invesco EQQQ |
| = | 91.54 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Invesco Equity Positions Weight Comparison
Invesco EQQQ is currently under evaluation in equity positions weight as compared to similar ETFs.
Invesco EQQQ Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco EQQQ, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco EQQQ will eventually generate negative long term returns. The profitability progress is the general direction of Invesco EQQQ's change in net profit over the period of time. It can combine multiple indicators of Invesco EQQQ, 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 investment objective of the Fund is to provide investors with investment results which, before expenses, generally correspond to the price and yield performance of the Index. IVZ EQQQ is traded on Paris Stock Exchange in France.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco EQQQ. 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 Invesco EQQQ 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 Invesco EQQQ's important profitability drivers and their relationship over time.
| Ten Year Return vs One Year Return | ||
| Three Year Return vs Equity Positions Weight | ||
| Ten Year Return vs Five Year Return |
Use Invesco EQQQ 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 Invesco EQQQ 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 Invesco EQQQ will appreciate offsetting losses from the drop in the long position's value.Invesco EQQQ Pair Trading
Invesco EQQQ NASDAQ 100 Pair Trading Analysis
The ability to find closely correlated positions to Invesco EQQQ could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco EQQQ 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 Invesco EQQQ - 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 Invesco EQQQ NASDAQ 100 to buy it.
The correlation of Invesco EQQQ 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 Invesco EQQQ moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco EQQQ NASDAQ 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 Invesco EQQQ 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 Invesco EQQQ position
In addition to having Invesco EQQQ 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 Investor Favorites Thematic Idea Now
Investor Favorites
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 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 Investor Favorites Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Etf
To fully project Invesco EQQQ's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco EQQQ NASDAQ 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 Invesco EQQQ's income statement, its balance sheet, and the statement of cash flows.