1919 Financial Three Year Return vs. Equity Positions Weight
| SBFAX Fund | USD 34.29 0.10 0.29% |
For 1919 Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of 1919 Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well 1919 Financial Services utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between 1919 Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of 1919 Financial Services over time as well as its relative position and ranking within its peers.
1919 |
1919 Financial Services Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining 1919 Financial's current stock value. Our valuation model uses many indicators to compare 1919 Financial value to that of its competitors to determine the firm's financial worth. 1919 Financial Services is rated third largest fund in three year return among similar funds. It also is rated third largest fund in equity positions weight among similar funds making about 21.10 of Equity Positions Weight per Three Year Return. 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 1919 Financial's earnings, one of the primary drivers of an investment's value.1919 Equity Positions Weight vs. Three Year Return
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.
1919 Financial |
| = | 4.65 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
1919 Financial |
| = | 98.17 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
1919 Equity Positions Weight Comparison
1919 Financial is currently under evaluation in equity positions weight among similar funds.
1919 Financial Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in 1919 Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, 1919 Financial will eventually generate negative long term returns. The profitability progress is the general direction of 1919 Financial's change in net profit over the period of time. It can combine multiple indicators of 1919 Financial, 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 normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.
1919 Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on 1919 Financial. 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 1919 Financial 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 1919 Financial's important profitability drivers and their relationship over time.
Use 1919 Financial 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 1919 Financial 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 1919 Financial will appreciate offsetting losses from the drop in the long position's value.1919 Financial Pair Trading
1919 Financial Services Pair Trading Analysis
The ability to find closely correlated positions to 1919 Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace 1919 Financial 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 1919 Financial - 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 1919 Financial Services to buy it.
The correlation of 1919 Financial 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 1919 Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if 1919 Financial Services 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 1919 Financial 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 1919 Financial position
In addition to having 1919 Financial 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 Absolute Returns ETFs Thematic Idea Now
Absolute Returns ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Absolute Returns ETFs theme has 45 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 Absolute Returns ETFs Theme or any other thematic opportunities.
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Other Information on Investing in 1919 Mutual Fund
To fully project 1919 Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of 1919 Financial Services 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 1919 Financial's income statement, its balance sheet, and the statement of cash flows.
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