Intrepid Endurance Minimum Initial Investment vs. Cash Position Weight
| ICMAX Fund | USD 16.25 0.00 0.00% |
For Intrepid Endurance profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Intrepid Endurance to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Intrepid Endurance Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Intrepid Endurance's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Intrepid Endurance Fund over time as well as its relative position and ranking within its peers.
Intrepid |
Intrepid Endurance Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Intrepid Endurance's current stock value. Our valuation model uses many indicators to compare Intrepid Endurance value to that of its competitors to determine the firm's financial worth. Intrepid Endurance Fund is currently considered the top fund in minimum initial investment among similar funds. It also is currently considered the top fund in cash position weight among similar funds creating about 0.01 of Cash Position Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Cash Position Weight for Intrepid Endurance Fund is roughly 116.93 . 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 Intrepid Endurance's earnings, one of the primary drivers of an investment's value.Intrepid Cash Position Weight vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Intrepid Endurance |
| = | 2.5 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Intrepid Endurance |
| = | 21.38 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Intrepid Cash Position Weight Comparison
Intrepid Endurance is currently under evaluation in cash position weight among similar funds.
Intrepid Endurance Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Intrepid Endurance, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Intrepid Endurance will eventually generate negative long term returns. The profitability progress is the general direction of Intrepid Endurance's change in net profit over the period of time. It can combine multiple indicators of Intrepid Endurance, 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 invests at least 80 percent of its net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small capitalization companies. The advisor defines small capitalization companies to include companies having a capitalization that does not exceed the upper limit of the capitalization ranges of the higher of the Morningstar Small Cap Index or the SP SmallCap 600 Index during the most recent 12 months.
Intrepid Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Intrepid Endurance. 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 Intrepid Endurance 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 Intrepid Endurance's important profitability drivers and their relationship over time.
Use Intrepid Endurance 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 Intrepid Endurance 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 Intrepid Endurance will appreciate offsetting losses from the drop in the long position's value.Intrepid Endurance Pair Trading
Intrepid Endurance Fund Pair Trading Analysis
The ability to find closely correlated positions to Intrepid Endurance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Intrepid Endurance 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 Intrepid Endurance - 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 Intrepid Endurance Fund to buy it.
The correlation of Intrepid Endurance 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 Intrepid Endurance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Intrepid Endurance 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 Intrepid Endurance 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 Intrepid Endurance position
In addition to having Intrepid Endurance 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 USD Crypto Fund Thematic Idea Now
USD Crypto Fund
Fund from digital currency traded on multiple global exchanges in US dollors. The USD Crypto Fund theme has 24 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 USD Crypto Fund Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Intrepid Mutual Fund
To fully project Intrepid Endurance's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Intrepid Endurance 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 Intrepid Endurance's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges |