Ivy Value Cash Position Weight vs. Price To Earning
| IYAIXDelisted Fund | USD 17.68 0.00 0.00% |
For Ivy Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ivy Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ivy Value Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ivy Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ivy Value Fund over time as well as its relative position and ranking within its peers.
Ivy |
Ivy Value Fund Price To Earning vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Value's current stock value. Our valuation model uses many indicators to compare Ivy Value value to that of its competitors to determine the firm's financial worth. Ivy Value Fund is currently considered the top fund in cash position weight among similar funds. It also is currently considered the top fund in price to earning among similar funds reporting about 0.91 of Price To Earning per Cash Position Weight. The ratio of Cash Position Weight to Price To Earning for Ivy Value Fund is roughly 1.10 . 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 Ivy Value's earnings, one of the primary drivers of an investment's value.Ivy Price To Earning vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Ivy Value |
| = | 2.78 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Ivy Value |
| = | 2.53 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Ivy Price To Earning Comparison
Ivy Value is currently under evaluation in price to earning among similar funds.
Ivy Value Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ivy Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ivy Value will eventually generate negative long term returns. The profitability progress is the general direction of Ivy Value's change in net profit over the period of time. It can combine multiple indicators of Ivy Value, 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 objective by investing in the common stocks of primarily large-capitalization companies that the advisor believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by the manager andor are out of favor in the financial markets but have a favorable outlook for capital appreciation. Ivy Value is traded on NASDAQ Exchange in the United States.
Ivy Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ivy Value. 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 Ivy Value 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 Ivy Value's important profitability drivers and their relationship over time.
Use Ivy Value 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 Ivy Value 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 Ivy Value will appreciate offsetting losses from the drop in the long position's value.Ivy Value Pair Trading
Ivy Value Fund Pair Trading Analysis
The ability to find closely correlated positions to Ivy Value could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ivy Value 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 Ivy Value - 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 Ivy Value Fund to buy it.
The correlation of Ivy Value 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 Ivy Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ivy Value Fund 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 Ivy Value 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 Ivy Value position
In addition to having Ivy Value 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 EUR Crypto Assets Thematic Idea Now
EUR Crypto Assets
An experimental p2p digital currency that is accepted by many vendors in Euro. The EUR Crypto Assets theme has 0 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 EUR Crypto Assets Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Value Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Value's history and understand the potential risks before investing.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |