Sequoia Fund One Year Return vs. Minimum Initial Investment
| SEQUX Fund | USD 184.46 0.26 0.14% |
For Sequoia Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sequoia Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sequoia Fund Inc utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sequoia Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sequoia Fund Inc over time as well as its relative position and ranking within its peers.
Sequoia |
Sequoia Fund Minimum Initial Investment vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sequoia Fund's current stock value. Our valuation model uses many indicators to compare Sequoia Fund value to that of its competitors to determine the firm's financial worth. Sequoia Fund Inc is rated top fund in one year return among similar funds. It also is rated top fund in minimum initial investment among similar funds making about 205.35 of Minimum Initial Investment per One 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 Sequoia Fund's earnings, one of the primary drivers of an investment's value.Sequoia Minimum Initial Investment vs. One Year Return
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.
Sequoia Fund |
| = | 24.35 % |
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.
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.
Sequoia Fund |
| = | 5 K |
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.
Sequoia Minimum Initial Investment Comparison
Sequoia Fund is currently under evaluation in minimum initial investment among similar funds.
Sequoia Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sequoia Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sequoia Fund will eventually generate negative long term returns. The profitability progress is the general direction of Sequoia Fund's change in net profit over the period of time. It can combine multiple indicators of Sequoia Fund, 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 investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. and non-U.S. companies. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.
Sequoia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sequoia Fund. 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 Sequoia Fund 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 Sequoia Fund's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Sequoia Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Sequoia Fund position
In addition to having Sequoia Fund 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?
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Strategy ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Strategy ETFs theme has 1280 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 Strategy ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Sequoia Mutual Fund
To fully project Sequoia Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sequoia Fund 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 Sequoia Fund's income statement, its balance sheet, and the statement of cash flows.
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