Whitford Asset One Year Return vs. Equity Positions Weight
Based on Whitford Asset's profitability indicators, Whitford Asset Management may not be well positioned to generate adequate gross income at the present time. It has a very high likelihood of underperforming in January. Profitability indicators assess Whitford Asset's ability to earn profits and add value for shareholders.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state.
For Whitford Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Whitford Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Whitford Asset Management utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Whitford Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Whitford Asset Management over time as well as its relative position and ranking within its peers.
Whitford |
The market value of Whitford Asset Management is measured differently than its book value, which is the value of Whitford that is recorded on the company's balance sheet. Investors also form their own opinion of Whitford Asset's value that differs from its market value or its book value, called intrinsic value, which is Whitford Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Whitford Asset's market value can be influenced by many factors that don't directly affect Whitford Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Whitford Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Whitford Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Whitford Asset'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.
Whitford Asset Management Equity Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Whitford Asset's current stock value. Our valuation model uses many indicators to compare Whitford Asset value to that of its competitors to determine the firm's financial worth. Whitford Asset Management is rated below average in one year return as compared to similar ETFs. It is rated fifth in equity positions weight as compared to similar ETFs . Comparative valuation analysis is a catch-all technique that is used if you cannot value Whitford Asset by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Whitford Equity Positions Weight 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.
Whitford Asset |
| = | (10.85) % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Whitford Asset |
| = | 97.71 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Whitford Equity Positions Weight Comparison
Whitford Asset is rated fourth in equity positions weight as compared to similar ETFs.
Whitford Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Whitford Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Whitford Asset will eventually generate negative long term returns. The profitability progress is the general direction of Whitford Asset's change in net profit over the period of time. It can combine multiple indicators of Whitford Asset, 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, at least 80 percent of the funds net assets, plus borrowings for investment purposes, will be invested in large cap companies. Volshares Large is traded on NYSEARCA Exchange in the United States.
Whitford Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Whitford Asset. 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 Whitford Asset 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 Whitford Asset's important profitability drivers and their relationship over time.
| One Year Return vs Three Year Return | ||
| Net Asset vs Equity Positions Weight | ||
| One Year Return vs Last Dividend Paid |
Use Whitford Asset 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 Whitford Asset 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 Whitford Asset will appreciate offsetting losses from the drop in the long position's value.Whitford Asset Pair Trading
Whitford Asset Management Pair Trading Analysis
The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft 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 Microsoft - 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 Microsoft to buy it.
The correlation of Microsoft 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 Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft 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 Microsoft 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 Whitford Asset position
In addition to having Whitford Asset 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 Municipals ETFs Thematic Idea Now
Municipals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Municipals ETFs theme has 111 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 Municipals ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Tools for Whitford Etf
When running Whitford Asset's price analysis, check to measure Whitford Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Whitford Asset is operating at the current time. Most of Whitford Asset's value examination focuses on studying past and present price action to predict the probability of Whitford Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Whitford Asset's price. Additionally, you may evaluate how the addition of Whitford Asset to your portfolios can decrease your overall portfolio volatility.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |