Collaborative Investment Series Etf Profile

MFUL Etf  USD 20.92  0.01  0.05%   


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Odds Of Distress

Less than 9

Collaborative Investment is selling for 20.92 as of the 19th of April 2024. This is a -0.05 percent down since the beginning of the trading day. The etf's lowest day price was 20.9. Collaborative Investment has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Collaborative Investment Series are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2023 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. Mindful Conservative is traded on BATS Exchange in the United States.. More on Collaborative Investment Series

Moving together with Collaborative Etf

  0.93AOR iShares Core GrowthPairCorr
  0.92GDMA Alpha Architect GdsdnPairCorr
  0.85TUG STF Tactical GrowthPairCorr
  0.71RAAX VanEck Inflation AllPairCorr
  0.96OCIO ClearShares OCIO ETFPairCorr
  0.91MPRO Northern LightsPairCorr

Moving against Collaborative Etf

  0.7RRH Advocate Capital ManPairCorr

Collaborative Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Collaborative Investment's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Collaborative Investment or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationTarget Outcome ETFs, Asset Allocation ETFs, Moderate Allocation, Mohrfunds (View all Sectors)
Inception Date2021-11-01
Entity TypeRegulated Investment Company
Asset Under Management54.83 Million
Asset TypeMulti Asset
CategoryAsset Allocation
FocusTarget Outcome
Market ConcentrationBlended Development
AdministratorCollaborative Fund Services, LLC
AdvisorRetireful, LLC
CustodianCiti Bank, N.A.
DistributorForeside Fund Services, LLC
Portfolio ManagerDan Mohr
Transfer AgentCiti Bank, N.A.
Fiscal Year End30-Sep
ExchangeCboe BZX Exchange, Inc.
Number of Constituents17.0
Market MakerGTS
Total Expense1.07
Management Fee0.7
Country NameUSA
Returns Y T D(0.07)
NameCollaborative Investment Series Trust - Mindful Conservative ETF
Currency CodeUSD
Open FigiBBG013B7WDN5
1y Volatility4.81
200 Day M A21.2889
50 Day M A21.1001
Updated At19th of April 2024
Currency NameUS Dollar
Collaborative Investment Series [MFUL] is traded in USA and was established 2021-11-02. The fund is listed under Moderate Allocation category and is part of Mohrfunds family. The entity is thematically classified as Target Outcome ETFs. Collaborative Investment now have 94.74 M in assets. , while the total return for the last year was 1.6%.
Check Collaborative Investment Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Collaborative Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Collaborative Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Collaborative Investment Series Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Collaborative Investment Series Etf Constituents

BILSPDR Bloomberg 1 3EtfUltrashort Bond
STIPiShares 0 5 YearEtfInflation-Protected Bond
AORiShares Core GrowthEtfModerate Allocation
CWBSPDR Bloomberg ConvertibleEtfConvertibles
RLYSPDR SSgA Multi AssetEtfGlobal Allocation
AOMiShares Core ModerateEtfModerately Conservative Allocation
ICVTiShares Convertible BondEtfConvertibles
More Details

Collaborative Investment Target Price Odds Analysis

Proceeding from a normal probability distribution, the odds of Collaborative Investment jumping above the current price in 90 days from now is about 75.99%. The Collaborative Investment Series probability density function shows the probability of Collaborative Investment etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Collaborative Investment has a beta of 0.4065. This indicates as returns on the market go up, Collaborative Investment average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Collaborative Investment Series will be expected to be much smaller as well. Additionally, collaborative Investment Series has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 20.92HorizonTargetOdds Above 20.92
23.05%90 days
Based on a normal probability distribution, the odds of Collaborative Investment to move above the current price in 90 days from now is about 75.99 (This Collaborative Investment Series probability density function shows the probability of Collaborative Etf to fall within a particular range of prices over 90 days) .

Collaborative Investment Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Collaborative Investment market risk premium is the additional return an investor will receive from holding Collaborative Investment long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Collaborative Investment. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Collaborative Investment's alpha and beta are two of the key measurements used to evaluate Collaborative Investment's performance over the market, the standard measures of volatility play an important role as well.

Collaborative Investment Against Markets

Picking the right benchmark for Collaborative Investment etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Collaborative Investment etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Collaborative Investment is critical whether you are bullish or bearish towards Collaborative Investment Series at a given time. Please also check how Collaborative Investment's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Collaborative Investment 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.

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How to buy Collaborative Etf?

Before investing in Collaborative Investment, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Collaborative Investment. To buy Collaborative Investment etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Collaborative Investment. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Collaborative Investment etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Collaborative Investment Series etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Collaborative Investment Series etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Collaborative Investment Series, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Collaborative Etf please use our How to Invest in Collaborative Investment guide.

Already Invested in Collaborative Investment Series?

The danger of trading Collaborative Investment Series is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Collaborative Investment is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Collaborative Investment. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Collaborative Investment is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Collaborative Investment is a strong investment it is important to analyze Collaborative Investment's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Collaborative Investment's future performance. For an informed investment choice regarding Collaborative Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Collaborative Investment Series. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of Collaborative Investment is measured differently than its book value, which is the value of Collaborative that is recorded on the company's balance sheet. Investors also form their own opinion of Collaborative Investment's value that differs from its market value or its book value, called intrinsic value, which is Collaborative Investment'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 Collaborative Investment's market value can be influenced by many factors that don't directly affect Collaborative Investment'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 Collaborative Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Collaborative Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Collaborative Investment'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.