Putnam Retirement Cash Position Weight vs. Net Asset
| POWYX Fund | USD 11.50 0.08 0.69% |
For Putnam Retirement profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Putnam Retirement to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Putnam Retirement Advantage utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Putnam Retirement's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Putnam Retirement Advantage over time as well as its relative position and ranking within its peers.
Putnam |
Putnam Retirement Net Asset vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Retirement's current stock value. Our valuation model uses many indicators to compare Putnam Retirement value to that of its competitors to determine the firm's financial worth. Putnam Retirement Advantage is rated top fund in cash position weight among similar funds. It also is rated top fund in net asset among similar funds . 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 Putnam Retirement's earnings, one of the primary drivers of an investment's value.Putnam 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.
Putnam Retirement |
| = | (2.38) % |
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.
Putnam Retirement |
| = | 16.51 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.
Putnam Net Asset Comparison
Putnam Retirement is currently under evaluation in net asset among similar funds.
Putnam Retirement Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Putnam Retirement, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Putnam Retirement will eventually generate negative long term returns. The profitability progress is the general direction of Putnam Retirement's change in net profit over the period of time. It can combine multiple indicators of Putnam Retirement, 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 funds asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2035 . It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.
Putnam Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Putnam Retirement. 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 Putnam Retirement 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 Putnam Retirement's important profitability drivers and their relationship over time.
| Cash Position Weight vs Annual Yield | ||
| Last Dividend Paid vs Net Asset | ||
| Cash Position Weight vs Equity Positions Weight | ||
| Bond Positions Weight vs Net Asset |
Use Putnam Retirement 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 Putnam Retirement 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 Putnam Retirement will appreciate offsetting losses from the drop in the long position's value.Putnam Retirement Pair Trading
Putnam Retirement Advantage Pair Trading Analysis
The ability to find closely correlated positions to Putnam Retirement could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Putnam Retirement 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 Putnam Retirement - 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 Putnam Retirement Advantage to buy it.
The correlation of Putnam Retirement 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 Putnam Retirement moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Putnam Retirement 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 Putnam Retirement 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 Putnam Retirement position
In addition to having Putnam Retirement 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 Apparel Thematic Idea Now
Apparel
Companies manufacturing textile accessories and apparel products. The Apparel theme has 42 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 Apparel Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Putnam Mutual Fund
To fully project Putnam Retirement's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Putnam Retirement 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 Putnam Retirement's income statement, its balance sheet, and the statement of cash flows.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |