Jacob Asset Net Asset vs. Equity Positions Weight
Based on Jacob Asset's profitability indicators, Jacob Asset Management may not be well positioned to generate adequate gross income at the present time. It has a very high likelihood of underperforming in April. Profitability indicators assess Jacob Asset's ability to earn profits and add value for shareholders.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing.
For Jacob Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jacob Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jacob Asset Management utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jacob Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jacob Asset Management over time as well as its relative position and ranking within its peers.
Jacob |
The market value of Jacob Asset Management is measured differently than its book value, which is the value of Jacob that is recorded on the company's balance sheet. Investors also form their own opinion of Jacob Asset's value that differs from its market value or its book value, called intrinsic value, which is Jacob Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jacob Asset's market value can be influenced by many factors that don't directly affect Jacob Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jacob Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jacob Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jacob Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Jacob Asset Management Equity Positions Weight vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jacob Asset's current stock value. Our valuation model uses many indicators to compare Jacob Asset value to that of its competitors to determine the firm's financial worth. Jacob Asset Management is considered the top ETF in net asset as compared to similar ETFs. It also is considered the top ETF in equity positions weight as compared to similar ETFs . The ratio of Net Asset to Equity Positions Weight for Jacob Asset Management is about 31,900 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Jacob Asset by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Jacob Equity Positions Weight vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Jacob Asset |
| = | 3.19 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Jacob Asset |
| = | 100.00 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Jacob Equity Positions Weight Comparison
Jacob Asset is currently under evaluation in equity positions weight as compared to similar ETFs.
Jacob Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jacob Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jacob Asset will eventually generate negative long term returns. The profitability progress is the general direction of Jacob Asset's change in net profit over the period of time. It can combine multiple indicators of Jacob Asset, 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 manager seeks to achieve the funds investment objective by investing in common stocks and other equity securities of companies of all sizes. Jacob Funds is traded on NYSEARCA Exchange in the United States.
Jacob Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jacob Asset. 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 Jacob Asset 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 Jacob Asset's important profitability drivers and their relationship over time.
Use Jacob Asset 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 Jacob Asset 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 Jacob Asset will appreciate offsetting losses from the drop in the long position's value.Jacob Asset Pair Trading
Jacob Asset Management Pair Trading Analysis
The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft 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 Microsoft - 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 Microsoft to buy it.
The correlation of Microsoft 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 Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft 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 Microsoft 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 Jacob Asset position
In addition to having Jacob Asset 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 Crypto And Gold Thematic Idea Now
Crypto And Gold
Assets that cancel away each other volatility by providing diversification into gold investment combined with digital assets. The Crypto And Gold theme has 54 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 Crypto And Gold Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Other Tools for Jacob Etf
When running Jacob Asset's price analysis, check to measure Jacob Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jacob Asset is operating at the current time. Most of Jacob Asset's value examination focuses on studying past and present price action to predict the probability of Jacob Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jacob Asset's price. Additionally, you may evaluate how the addition of Jacob Asset to your portfolios can decrease your overall portfolio volatility.
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