George Putnam Price to Book vs. Annual Yield

PGPCX Fund  USD 24.26  0.10  0.41%   
Taking into consideration George Putnam's profitability measurements, George Putnam Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess George Putnam's ability to earn profits and add value for shareholders.
For George Putnam profitability analysis, we use financial ratios and fundamental drivers that measure the ability of George Putnam to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well George Putnam Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between George Putnam's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of George Putnam Fund over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between George Putnam's value and its price as these two are different measures arrived at by different means. Investors typically determine if George Putnam is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, George Putnam'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.

George Putnam Fund Annual Yield vs. Price to Book Fundamental Analysis

George Annual Yield vs. Price to Book

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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.

George Putnam

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Income from Security

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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.

George Annual Yield Comparison

George Putnam is currently under evaluation in annual yield among similar funds.

Use George Putnam 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 George Putnam 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 George Putnam will appreciate offsetting losses from the drop in the long position's value.

George Putnam Pair Trading

George Putnam Fund Pair Trading Analysis

The ability to find closely correlated positions to George Putnam could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace George Putnam 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 George Putnam - 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 George Putnam Fund to buy it.
The correlation of George Putnam 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 George Putnam moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if George Putnam Fund 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 George Putnam 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your George Putnam position

In addition to having George Putnam 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.

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Run Personal Services Thematic Idea Now

Personal Services
Personal Services Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Personal Services theme has 61 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 Personal Services Theme or any other thematic opportunities.
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Note that the George Putnam Fund information on this page should be used as a complementary analysis to other George Putnam's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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When running George Putnam's price analysis, check to measure George Putnam'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 George Putnam is operating at the current time. Most of George Putnam's value examination focuses on studying past and present price action to predict the probability of George Putnam's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move George Putnam's price. Additionally, you may evaluate how the addition of George Putnam to your portfolios can decrease your overall portfolio volatility.
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To fully project George Putnam's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of George Putnam 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 George Putnam's income statement, its balance sheet, and the statement of cash flows.
Potential George Putnam investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although George Putnam investors may work on each financial statement separately, they are all related. The changes in George Putnam's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on George Putnam's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.