Waycross Focused Annual Yield vs. Cash Position Weight
| WAYFX Fund | USD 17.05 0.20 1.19% |
For Waycross Focused profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Waycross Focused to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Waycross Focused Core utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Waycross Focused's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Waycross Focused Core over time as well as its relative position and ranking within its peers.
Waycross |
Waycross Focused Core Cash Position Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Waycross Focused's current stock value. Our valuation model uses many indicators to compare Waycross Focused value to that of its competitors to determine the firm's financial worth. Waycross Focused Core is rated below average in annual yield among similar funds. It is rated below average in cash position weight among similar funds creating about 714.58 of Cash Position Weight per Annual Yield. 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 Waycross Focused's earnings, one of the primary drivers of an investment's value.Waycross Cash Position Weight vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Waycross Focused |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Waycross Focused |
| = | 3.43 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Waycross Cash Position Weight Comparison
Waycross Focused is rated below average in cash position weight among similar funds.
Waycross Focused Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Waycross Focused, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Waycross Focused will eventually generate negative long term returns. The profitability progress is the general direction of Waycross Focused's change in net profit over the period of time. It can combine multiple indicators of Waycross Focused, 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 is a non-diversified portfolio and pursues its investment objective by investing, under normal circumstances, 80 percent of its net assets in equity securities traded in the U.S. It holds a portfolio of common stocks of mid-capitalization and large-capitalization companies with attractive valuations based on the Advisers proprietary analysis. The fund may also invest in securities of foreign companies that are publicly traded in the U.S. It is non-diversified.
Waycross Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Waycross Focused. 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 Waycross Focused 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 Waycross Focused's important profitability drivers and their relationship over time.
| Annual Yield vs Net Asset | ||
| Minimum Initial Investment vs Cash Position Weight | ||
| Annual Yield vs Equity Positions Weight |
Use Waycross Focused 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 Waycross Focused 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 Waycross Focused will appreciate offsetting losses from the drop in the long position's value.Waycross Focused Pair Trading
Waycross Focused Core Pair Trading Analysis
The ability to find closely correlated positions to Waycross Focused could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Waycross Focused 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 Waycross Focused - 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 Waycross Focused Core to buy it.
The correlation of Waycross Focused 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 Waycross Focused moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Waycross Focused Core 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 Waycross Focused 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 Waycross Focused position
In addition to having Waycross Focused 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 Books Thematic Idea Now
Books
Companies involved in publishing of books, newspapers, periodicals and other mass publications. The Books theme has 48 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 Books Theme or any other thematic opportunities.
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Other Information on Investing in Waycross Mutual Fund
To fully project Waycross Focused's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Waycross Focused Core 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 Waycross Focused's income statement, its balance sheet, and the statement of cash flows.
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