Financial Industries Cash Position Weight vs. Equity Positions Weight
| JFIFX Fund | USD 21.28 0.01 0.05% |
For Financial Industries profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Financial Industries to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Financial Industries Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Financial Industries's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Financial Industries Fund over time as well as its relative position and ranking within its peers.
Financial |
Financial Industries Equity Positions Weight vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Financial Industries's current stock value. Our valuation model uses many indicators to compare Financial Industries value to that of its competitors to determine the firm's financial worth. Financial Industries Fund is currently considered the top fund in cash position weight among similar funds. It also is currently considered the top fund in equity positions weight among similar funds making about 66.11 of Equity Positions Weight per Cash Position Weight. 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 Financial Industries' earnings, one of the primary drivers of an investment's value.Financial Equity Positions Weight 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.
Financial Industries |
| = | 1.49 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Financial Industries |
| = | 98.51 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Financial Equity Positions Weight Comparison
Financial Industries is currently under evaluation in equity positions weight among similar funds.
Financial Industries Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Financial Industries, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Financial Industries will eventually generate negative long term returns. The profitability progress is the general direction of Financial Industries' change in net profit over the period of time. It can combine multiple indicators of Financial Industries, 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 normally invests at least 80 percent of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. It may invest in U.S. and foreign bonds, including up to 5 percent of net assets in below-investment-grade bonds rated as low as CCC by SP Global Ratings or Caa by Moodys Investors Service, Inc. and their unrated equivalents.
Financial Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Financial Industries. 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 Financial Industries 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 Financial Industries' important profitability drivers and their relationship over time.
Use Financial Industries 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 Financial Industries 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 Financial Industries will appreciate offsetting losses from the drop in the long position's value.Financial Industries Pair Trading
Financial Industries Fund Pair Trading Analysis
The ability to find closely correlated positions to Financial Industries could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Financial Industries 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 Financial Industries - 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 Financial Industries Fund to buy it.
The correlation of Financial Industries 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 Financial Industries moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Financial Industries 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 Financial Industries 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 Financial Industries position
In addition to having Financial Industries 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 Real Estate Thematic Idea Now
Real Estate
Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate theme has 42 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 Real Estate Theme or any other thematic opportunities.
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Other Information on Investing in Financial Mutual Fund
To fully project Financial Industries' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Financial Industries 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 Financial Industries' income statement, its balance sheet, and the statement of cash flows.
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