Hcm Dynamic Holdings Turnover vs. Equity Positions Weight
| HCMFX Fund | USD 10.16 0.02 0.20% |
For Hcm Dynamic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hcm Dynamic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Hcm Dynamic Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hcm Dynamic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Hcm Dynamic Income over time as well as its relative position and ranking within its peers.
Hcm |
Hcm Dynamic Income Equity Positions Weight vs. Holdings Turnover Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Hcm Dynamic's current stock value. Our valuation model uses many indicators to compare Hcm Dynamic value to that of its competitors to determine the firm's financial worth. Hcm Dynamic Income is one of the top funds in holdings turnover among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 0.04 of Equity Positions Weight per Holdings Turnover. The ratio of Holdings Turnover to Equity Positions Weight for Hcm Dynamic Income is roughly 25.50 . 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 Hcm Dynamic's earnings, one of the primary drivers of an investment's value.Hcm Equity Positions Weight vs. Holdings Turnover
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Hcm Dynamic |
| = | 632.00 % |
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Hcm Dynamic |
| = | 24.78 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Hcm Equity Positions Weight Comparison
Hcm Dynamic is currently under evaluation in equity positions weight among similar funds.
Hcm Dynamic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Hcm Dynamic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hcm Dynamic will eventually generate negative long term returns. The profitability progress is the general direction of Hcm Dynamic's change in net profit over the period of time. It can combine multiple indicators of Hcm Dynamic, 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 objective through investments in long andor short positions in fixed income securities. It defines fixed income securities as bills, notes, structured notes, bonds, convertible bonds, or any other debt or debt-related securities, whether issued by U.S. or non-U.S. governments, U.S. or non-U.S. agencies or instrumentalities, or corporate entities, and having fixed, variable, floating or inverse floating rates.
Hcm Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Hcm Dynamic. 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 Hcm Dynamic 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 Hcm Dynamic's important profitability drivers and their relationship over time.
Use Hcm Dynamic 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 Hcm Dynamic 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 Hcm Dynamic will appreciate offsetting losses from the drop in the long position's value.Hcm Dynamic Pair Trading
Hcm Dynamic Income Pair Trading Analysis
The ability to find closely correlated positions to Hcm Dynamic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Hcm Dynamic 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 Hcm Dynamic - 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 Hcm Dynamic Income to buy it.
The correlation of Hcm Dynamic 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 Hcm Dynamic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Hcm Dynamic Income 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 Hcm Dynamic 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 Hcm Dynamic position
In addition to having Hcm Dynamic 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 Wholesale Thematic Idea Now
Wholesale
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Wholesale 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 Wholesale Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Hcm Mutual Fund
To fully project Hcm Dynamic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hcm Dynamic Income 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 Hcm Dynamic's income statement, its balance sheet, and the statement of cash flows.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges |