Oakhurst Short Cash Position Weight vs. Net Asset
| OHSHX Fund | USD 8.93 0.01 0.11% |
For Oakhurst Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oakhurst Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oakhurst Short Duration utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oakhurst Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oakhurst Short Duration over time as well as its relative position and ranking within its peers.
Oakhurst |
Oakhurst Short Duration Net Asset vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Oakhurst Short's current stock value. Our valuation model uses many indicators to compare Oakhurst Short value to that of its competitors to determine the firm's financial worth. Oakhurst Short Duration is rated below average in cash position weight among similar funds. It also is rated below average in net asset among similar funds making up about 18,641,892 of Net Asset 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 Oakhurst Short's earnings, one of the primary drivers of an investment's value.Oakhurst Net Asset 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.
Oakhurst Short |
| = | 4.44 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Oakhurst Short |
| = | 82.77 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.
Oakhurst Net Asset Comparison
Oakhurst Short is rated below average in net asset among similar funds.
Oakhurst Short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Oakhurst Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oakhurst Short will eventually generate negative long term returns. The profitability progress is the general direction of Oakhurst Short's change in net profit over the period of time. It can combine multiple indicators of Oakhurst Short, 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in a diversified portfolio of non-investment grade debt securities and floating rate senior secured loans issued by corporations, partnerships, and other business entities . It seeks to maintain an average duration of 3.5 years or less and there is no maximum duration on individual securities held by the fund.
Oakhurst Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Oakhurst Short. 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 Oakhurst Short 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 Oakhurst Short's important profitability drivers and their relationship over time.
| Cash Position Weight vs Minimum Initial Investment | ||
| Last Dividend Paid vs Net Asset | ||
| Cash Position Weight vs Bond Positions Weight |
Use Oakhurst Short 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 Oakhurst Short 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 Oakhurst Short will appreciate offsetting losses from the drop in the long position's value.Oakhurst Short Pair Trading
Oakhurst Short Duration Pair Trading Analysis
The ability to find closely correlated positions to Oakhurst Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Oakhurst Short 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 Oakhurst Short - 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 Oakhurst Short Duration to buy it.
The correlation of Oakhurst Short 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 Oakhurst Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oakhurst Short Duration 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 Oakhurst Short 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 Oakhurst Short position
In addition to having Oakhurst Short 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 Beer and Liquor Thematic Idea Now
Beer and Liquor
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Beer and Liquor theme has 32 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 Beer and Liquor Theme or any other thematic opportunities.
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Other Information on Investing in Oakhurst Mutual Fund
To fully project Oakhurst Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oakhurst Short Duration 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 Oakhurst Short's income statement, its balance sheet, and the statement of cash flows.
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