Franklin Five Year Return vs. Cash Position Weight
| FAAAX Fund | USD 12.17 0.02 0.16% |
For Franklin profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Franklin to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Franklin K2 Alternative utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Franklin's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Franklin K2 Alternative over time as well as its relative position and ranking within its peers.
Franklin |
Franklin K2 Alternative Cash Position Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Franklin's current stock value. Our valuation model uses many indicators to compare Franklin value to that of its competitors to determine the firm's financial worth. Franklin K2 Alternative is one of the top funds in five year return among similar funds. It also is one of the top funds in cash position weight among similar funds creating about 13.67 of Cash Position Weight per Five Year Return. 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 Franklin's earnings, one of the primary drivers of an investment's value.Franklin Cash Position Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Franklin |
| = | 2.82 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Franklin |
| = | 38.58 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Franklin Cash Position Weight Comparison
Franklin is currently under evaluation in cash position weight among similar funds.
Franklin Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Franklin, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Franklin will eventually generate negative long term returns. The profitability progress is the general direction of Franklin's change in net profit over the period of time. It can combine multiple indicators of Franklin, 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 seeks to achieve its investment goal by allocating its assets across multiple non-traditional or alternative strategies, including, but not limited to, some or all of the following strategies Long Short Equity, Relative Value, Event Driven and Global Macro. It may invest in a wide range of securities and other investments including, but not limited to equity securities and debt securities.
Franklin Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Franklin. 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 Franklin 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 Franklin's important profitability drivers and their relationship over time.
Use Franklin 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 Franklin 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 Franklin will appreciate offsetting losses from the drop in the long position's value.Franklin Pair Trading
Franklin K2 Alternative Pair Trading Analysis
The ability to find closely correlated positions to Franklin could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin 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 Franklin - 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 Franklin K2 Alternative to buy it.
The correlation of Franklin 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 Franklin moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin K2 Alternative 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 Franklin 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 Franklin position
In addition to having Franklin 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 Machinery Thematic Idea Now
Machinery
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 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 Machinery Theme or any other thematic opportunities.
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Other Information on Investing in Franklin Mutual Fund
To fully project Franklin's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Franklin K2 Alternative 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 Franklin's income statement, its balance sheet, and the statement of cash flows.
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