Matisse Discounted Minimum Initial Investment vs. Price To Book
| MDCEX Fund | USD 6.82 0.03 0.44% |
For Matisse Discounted profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matisse Discounted to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matisse Discounted Closed End utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matisse Discounted's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matisse Discounted Closed End over time as well as its relative position and ranking within its peers.
Matisse |
Matisse Discounted Price To Book vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Matisse Discounted's current stock value. Our valuation model uses many indicators to compare Matisse Discounted value to that of its competitors to determine the firm's financial worth. Matisse Discounted Closed End is number one fund in minimum initial investment among similar funds. It also is number one fund in price to book among similar funds . The ratio of Minimum Initial Investment to Price To Book for Matisse Discounted Closed End is about 578.03 . 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 Matisse Discounted's earnings, one of the primary drivers of an investment's value.Matisse Price To Book vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Matisse Discounted |
| = | 1 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.
Matisse Discounted |
| = | 1.73 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.
Matisse Price To Book Comparison
Matisse Discounted is currently under evaluation in price to book among similar funds.
Matisse Discounted Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Matisse Discounted, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matisse Discounted will eventually generate negative long term returns. The profitability progress is the general direction of Matisse Discounted's change in net profit over the period of time. It can combine multiple indicators of Matisse Discounted, 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 funds that seeks to achieve its investment objectives principally through investments in unaffiliated closed-end funds that pay regular periodic cash distributions, the interests of which typically trade at substantial discounts relative to their underlying net asset values. The funds investment advisor believes this approach is capable of generating capital appreciation and income. As a matter of investment policy, the fund will invest, under normal circumstances, at least 80 percent of net assets, plus borrowings for investment purposes, in discounted closed-end funds.
Matisse Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Matisse Discounted. 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 Matisse Discounted 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 Matisse Discounted's important profitability drivers and their relationship over time.
Use Matisse Discounted 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 Matisse Discounted 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 Matisse Discounted will appreciate offsetting losses from the drop in the long position's value.Matisse Discounted Pair Trading
Matisse Discounted Closed End Pair Trading Analysis
The ability to find closely correlated positions to Matisse Discounted could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Matisse Discounted 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 Matisse Discounted - 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 Matisse Discounted Closed End to buy it.
The correlation of Matisse Discounted 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 Matisse Discounted moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matisse Discounted 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 Matisse Discounted 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 Matisse Discounted position
In addition to having Matisse Discounted 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 Business Supplies Thematic Idea Now
Business Supplies
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Supplies theme has 24 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 Business Supplies Theme or any other thematic opportunities.
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Other Information on Investing in Matisse Mutual Fund
To fully project Matisse Discounted's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Matisse Discounted 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 Matisse Discounted's income statement, its balance sheet, and the statement of cash flows.
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