Aqr Style Minimum Initial Investment vs. One Year Return
Based on the measurements of profitability obtained from Aqr Style's financial statements, Aqr Style Premia may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Aqr Style's ability to earn profits and add value for shareholders.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Please note, there is a significant difference between Aqr Style's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aqr Style is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aqr Style's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Aqr Style profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aqr Style to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aqr Style Premia utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aqr Style's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aqr Style Premia over time as well as its relative position and ranking within its peers.
Aqr |
Aqr Style Premia One Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aqr Style's current stock value. Our valuation model uses many indicators to compare Aqr Style value to that of its competitors to determine the firm's financial worth. Aqr Style Premia is rated top fund in minimum initial investment among similar funds. It also is rated top fund in one year return 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 Aqr Style's earnings, one of the primary drivers of an investment's value.Aqr One Year Return 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.
Aqr Style |
| = | 5 M |
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.
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.
Aqr Style |
| = | (11.33) % |
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.
Aqr One Year Return Comparison
Aqr Style is currently under evaluation in one year return among similar funds.
Aqr Style Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aqr Style, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aqr Style will eventually generate negative long term returns. The profitability progress is the general direction of Aqr Style's change in net profit over the period of time. It can combine multiple indicators of Aqr Style, 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 pursues its investment objective by aiming to provide exposure to four separate investment styles value, momentum, carry and defensive, using both long and short positions within the following asset groups equities, bonds, interest rates, commodities and currencies. Aqr Style is traded on NASDAQ Exchange in the United States.
Aqr Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aqr Style. 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 Aqr Style 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 Aqr Style's important profitability drivers and their relationship over time.
Use Aqr Style 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 Aqr Style 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 Aqr Style will appreciate offsetting losses from the drop in the long position's value.Aqr Style Pair Trading
Aqr Style Premia Pair Trading Analysis
The ability to find closely correlated positions to Philip Morris could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Philip Morris 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 Philip Morris - 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 Philip Morris International to buy it.
The correlation of Philip Morris 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 Philip Morris moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Philip Morris Intern 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 Philip Morris 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 Aqr Style position
In addition to having Aqr Style 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 Military Industrial Thematic Idea Now
Military Industrial
A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 46 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 Military Industrial Theme or any other thematic opportunities.
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Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Other Consideration for investing in Aqr Mutual Fund
If you are still planning to invest in Aqr Style Premia check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Aqr Style's history and understand the potential risks before investing.
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