Qs Defensive Cash Position Weight vs. One Year Return
| LMLRX Fund | USD 13.32 0.04 0.30% |
For Qs Defensive profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Qs Defensive to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Qs Defensive Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Qs Defensive's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Qs Defensive Growth over time as well as its relative position and ranking within its peers.
LMLRX |
Qs Defensive Growth One Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Qs Defensive's current stock value. Our valuation model uses many indicators to compare Qs Defensive value to that of its competitors to determine the firm's financial worth. Qs Defensive Growth is number one fund in cash position weight among similar funds. It also is number one fund in one year return among similar funds reporting about 1.63 of One Year Return 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 Qs Defensive's earnings, one of the primary drivers of an investment's value.LMLRX One Year Return 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.
Qs Defensive |
| = | 6.91 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Qs Defensive |
| = | 11.26 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
LMLRX One Year Return Comparison
Qs Defensive is currently under evaluation in one year return among similar funds.
Qs Defensive Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Qs Defensive, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Qs Defensive will eventually generate negative long term returns. The profitability progress is the general direction of Qs Defensive's change in net profit over the period of time. It can combine multiple indicators of Qs Defensive, 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 is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds and ETFs managed by the manager and its affiliates. The portfolio managers will allocate between 15 percent to 45 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 55 percent to 85 percent of the funds assets to underlying funds that invest in fixed income strategies.
LMLRX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Qs Defensive. 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 Qs Defensive 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 Qs Defensive's important profitability drivers and their relationship over time.
Use Qs Defensive 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 Qs Defensive 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 Qs Defensive will appreciate offsetting losses from the drop in the long position's value.Qs Defensive Pair Trading
Qs Defensive Growth Pair Trading Analysis
The ability to find closely correlated positions to Qs Defensive could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Qs Defensive 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 Qs Defensive - 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 Qs Defensive Growth to buy it.
The correlation of Qs Defensive 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 Qs Defensive moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Qs Defensive Growth 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 Qs Defensive 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 Qs Defensive position
In addition to having Qs Defensive 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 Books Thematic Idea Now
Books
Companies involved in publishing of books, newspapers, periodicals and other mass publications. The Books theme has 48 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 Books Theme or any other thematic opportunities.
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Other Information on Investing in LMLRX Mutual Fund
To fully project Qs Defensive's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Qs Defensive Growth 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 Qs Defensive's income statement, its balance sheet, and the statement of cash flows.
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