Global Equity Price To Book vs. Last Dividend Paid
| JGEFX Fund | USD 11.73 1.51 11.40% |
For Global Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Global Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Global Equity Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Global Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Global Equity Fund over time as well as its relative position and ranking within its peers.
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Global Equity Last Dividend Paid vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Global Equity's current stock value. Our valuation model uses many indicators to compare Global Equity value to that of its competitors to determine the firm's financial worth. Global Equity Fund is currently considered the top fund in price to book among similar funds. It is rated third overall fund in last dividend paid among similar funds . The ratio of Price To Book to Last Dividend Paid for Global Equity Fund is about 214.00 . 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 Global Equity's earnings, one of the primary drivers of an investment's value.Global Last Dividend Paid vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Global Equity |
| = | 2.14 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Global Equity |
| = | 0.01 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Global Last Dividend Paid Comparison
Global Equity is currently under evaluation in last dividend paid among similar funds.
Global Equity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Global Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Global Equity will eventually generate negative long term returns. The profitability progress is the general direction of Global Equity's change in net profit over the period of time. It can combine multiple indicators of Global Equity, 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 generate capital appreciation by investing at least 80 percent of net assets in a diversified portfolio of equity securities. Under normal market conditions, at least 40 percent of the value of the funds net assets will be invested in securities of issuers domiciled outside of the United States. Equity securities include common and preferred stocks and their equivalents, including depositary receipts, warrants, rights, and convertible securities. It may invest in securities of any market-capitalization.
Global Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Global Equity. 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 Global Equity 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 Global Equity's important profitability drivers and their relationship over time.
Use Global Equity 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 Global Equity 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 Global Equity will appreciate offsetting losses from the drop in the long position's value.Global Equity Pair Trading
Global Equity Fund Pair Trading Analysis
The ability to find closely correlated positions to Global Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Global Equity 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 Global Equity - 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 Global Equity Fund to buy it.
The correlation of Global Equity 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 Global Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Global Equity 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 Global Equity 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 Global Equity position
In addition to having Global Equity 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 Materials ETFs Thematic Idea Now
Materials ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Materials ETFs theme has 51 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 Materials ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Global Mutual Fund
To fully project Global Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Global Equity 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 Global Equity's income statement, its balance sheet, and the statement of cash flows.
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