Intrepid Capital Minimum Initial Investment vs. Equity Positions Weight
| ICMBX Fund | USD 12.98 0.08 0.61% |
For Intrepid Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Intrepid Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Intrepid Capital Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Intrepid Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Intrepid Capital Fund over time as well as its relative position and ranking within its peers.
Intrepid |
Intrepid Capital Equity Positions Weight vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Intrepid Capital's current stock value. Our valuation model uses many indicators to compare Intrepid Capital value to that of its competitors to determine the firm's financial worth. Intrepid Capital Fund is currently considered the top fund in minimum initial investment among similar funds. It also is currently considered the top fund in equity positions weight among similar funds making about 0.03 of Equity Positions Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Equity Positions Weight for Intrepid Capital Fund is roughly 33.98 . 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 Capital's earnings, one of the primary drivers of an investment's value.Intrepid Equity Positions 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 Capital |
| = | 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 equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Intrepid Capital |
| = | 73.58 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Intrepid Equity Positions Weight Comparison
Intrepid Capital is currently under evaluation in equity positions weight among similar funds.
Intrepid Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Intrepid Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Intrepid Capital will eventually generate negative long term returns. The profitability progress is the general direction of Intrepid Capital's change in net profit over the period of time. It can combine multiple indicators of Intrepid Capital, 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 invests primarily in a diversified portfolio of undervalued small and medium capitalization equity securities and high yield securities . Its investments in high yield securities will not be limited in duration, but typically will be in securities having a duration of two to six years at the time of purchase.
Intrepid Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Intrepid Capital. 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 Capital 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 Capital's important profitability drivers and their relationship over time.
Use Intrepid Capital 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 Capital 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 Capital will appreciate offsetting losses from the drop in the long position's value.Intrepid Capital Pair Trading
Intrepid Capital Fund Pair Trading Analysis
The ability to find closely correlated positions to Intrepid Capital 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 Capital 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 Capital - 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 Capital Fund to buy it.
The correlation of Intrepid Capital 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 Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Intrepid Capital 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 Capital 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 Capital position
In addition to having Intrepid Capital 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 Target Risk ETFs Thematic Idea Now
Target Risk ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Target Risk ETFs theme has 32 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 Target Risk ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Intrepid Mutual Fund
To fully project Intrepid Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Intrepid Capital 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 Capital's income statement, its balance sheet, and the statement of cash flows.
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