Global Centrated Equity Positions Weight vs. Three Year Return
| MLNAX Fund | USD 23.37 0.20 0.86% |
For Global Centrated profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Global Centrated to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Global Centrated Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Global Centrated's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Global Centrated Portfolio over time as well as its relative position and ranking within its peers.
Global |
Global Centrated Por Three Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Global Centrated's current stock value. Our valuation model uses many indicators to compare Global Centrated value to that of its competitors to determine the firm's financial worth. Global Centrated Portfolio is regarded third largest fund in equity positions weight among similar funds. It is regarded second largest fund in three year return among similar funds reporting about 0.09 of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Global Centrated Portfolio is roughly 11.34 . 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 Centrated's earnings, one of the primary drivers of an investment's value.Global Three Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Global Centrated |
| = | 99.05 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Global Centrated |
| = | 8.73 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Global Three Year Return Comparison
Global Centrated is currently under evaluation in three year return among similar funds.
Global Centrated Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Global Centrated, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Global Centrated will eventually generate negative long term returns. The profitability progress is the general direction of Global Centrated's change in net profit over the period of time. It can combine multiple indicators of Global Centrated, 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 Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
Global Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Global Centrated. 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 Centrated 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 Centrated's important profitability drivers and their relationship over time.
Use Global Centrated 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 Centrated 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 Centrated will appreciate offsetting losses from the drop in the long position's value.Global Centrated Pair Trading
Global Centrated Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Global Centrated 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 Centrated 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 Centrated - 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 Centrated Portfolio to buy it.
The correlation of Global Centrated 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 Centrated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Global Centrated Por 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 Centrated 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 Centrated position
In addition to having Global Centrated 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 Large Value Funds Thematic Idea Now
Large Value Funds
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 37 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 Large Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Global Mutual Fund
To fully project Global Centrated's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Global Centrated Por 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 Centrated's income statement, its balance sheet, and the statement of cash flows.
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