Fundo De Beta vs. Price To Book

FIGS11 Fund  BRL 44.83  0.24  0.54%   
Based on the measurements of profitability obtained from Fundo De's financial statements, Fundo de Investimento may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Fundo De's ability to earn profits and add value for shareholders.
For Fundo De profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fundo De to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fundo de Investimento utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fundo De's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fundo de Investimento over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Fundo De's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fundo De is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fundo De's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Fundo de Investimento Price To Book vs. Beta Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Fundo De's current stock value. Our valuation model uses many indicators to compare Fundo De value to that of its competitors to determine the firm's financial worth.
Fundo de Investimento is one of the top funds in beta among similar funds. It also is one of the top funds in price to book among similar funds fabricating about  2.09  of Price To Book per Beta. Comparative valuation analysis is a catch-all model that can be used if you cannot value Fundo De by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fundo De's Fund. 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.

Fundo Price To Book vs. Beta

Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Fundo De

Beta

 = 

Covariance

Variance

 = 
0.33
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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.

Fundo De

P/B

 = 

MV Per Share

BV Per Share

 = 
0.69 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.

Fundo Price To Book Comparison

Fundo De is currently under evaluation in price to book among similar funds.

Beta Analysis

As returns on the market increase, Fundo De's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fundo De is expected to be smaller as well.

Fundo De Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Fundo De, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fundo De will eventually generate negative long term returns. The profitability progress is the general direction of Fundo De's change in net profit over the period of time. It can combine multiple indicators of Fundo De, 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.
Fondo In Im General Shop specializes in real estate investments. FII GEN operates under REIT - Diversified classification in Brazil and is traded on Sao Paolo Stock Exchange.

Fundo Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Fundo De. 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 Fundo De 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 Fundo De's important profitability drivers and their relationship over time.

Use Fundo De 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 Fundo De 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 Fundo De will appreciate offsetting losses from the drop in the long position's value.

Fundo De Pair Trading

Fundo de Investimento Pair Trading Analysis

The ability to find closely correlated positions to Fundo De could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fundo De 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 Fundo De - 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 Fundo de Investimento to buy it.
The correlation of Fundo De 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 Fundo De moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fundo de Investimento 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 Fundo De 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Fundo De position

In addition to having Fundo De 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.

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Precious Metals Funds
Precious Metals Funds Theme
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. The Precious Metals Funds theme has 29 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 Precious Metals Funds Theme or any other thematic opportunities.
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Other Information on Investing in Fundo Fund

To fully project Fundo De's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fundo de Investimento 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 Fundo De's income statement, its balance sheet, and the statement of cash flows.
Potential Fundo De investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Fundo De investors may work on each financial statement separately, they are all related. The changes in Fundo De's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Fundo De's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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