Holbrook Income Financial Statements From 2010 to 2022

HOBAX
 Fund
  

USD 10.14  0.01  0.1%   

Holbrook Income financial statements provide useful quarterly and yearly information to potential Holbrook Income investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Holbrook Income financial statements helps investors assess Holbrook Income's valuation, profitability, and current liquidity needs.
Holbrook Income does not presently have any fundamental trends for analysis.
.
  
Check Holbrook Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Holbrook main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Holbrook financial statements analysis is a perfect complement when working with Holbrook Income Valuation or Volatility modules. It can also supplement various Holbrook Income Technical models . Please check the analysis of Holbrook Income Correlation against competitors.

Holbrook Cash Position Weight Analysis

Holbrook Income's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current Holbrook Income Cash Position Weight

    
  1.14 %  
Most of Holbrook Income's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Holbrook Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Compare to competition

Holbrook Income Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Holbrook Income has 1.14% in Cash Position Weight. This is much higher than that of the Holbrook Holdings family and significantly higher than that of the Short-Term Bond category. The cash position weight for all United States funds is notably lower than that of the firm.

Holbrook Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Holbrook Income's current stock value. Our valuation model uses many indicators to compare Holbrook Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Holbrook Income competition to find correlations between indicators driving Holbrook Income's intrinsic value. More Info.
Holbrook Income is one of the top funds in net asset among similar funds. It is one of the top funds in bond positions weight among similar funds . The ratio of Net Asset to Bond Positions Weight for Holbrook Income is about  106,640,805 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Holbrook Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Holbrook Income's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Holbrook Income's earnings, one of the primary drivers of an investment's value.

About Holbrook Income Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Holbrook Income income statement, its balance sheet, and the statement of cash flows. Holbrook Income investors use historical funamental indicators, such as Holbrook Income's revenue or net income, to determine how well the company is positioned to perform in the future. Although Holbrook Income investors may use each financial statement separately, they are all related. The changes in Holbrook Income's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Holbrook Income'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. We offer a historical overview of the basic patterns found on Holbrook Income Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Holbrook Income. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Holbrook Income is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Holbrook Income without increasing your portfolio risk or giving up 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?

Run Portfolio File Import Now

   

Portfolio File Import

Quickly import all of your third-party portfolios from your local drive in csv format
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Holbrook Income using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check the analysis of Holbrook Income Correlation against competitors. Note that the Holbrook Income information on this page should be used as a complementary analysis to other Holbrook Income'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 CEO Directory module to screen CEOs from public companies around the world.

Complementary Tools for Holbrook Mutual Fund analysis

When running Holbrook Income price analysis, check to measure Holbrook Income'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 Holbrook Income is operating at the current time. Most of Holbrook Income's value examination focuses on studying past and present price action to predict the probability of Holbrook Income's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Holbrook Income's price. Additionally, you may evaluate how the addition of Holbrook Income to your portfolios can decrease your overall portfolio volatility.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Please note, there is a significant difference between Holbrook Income's value and its price as these two are different measures arrived at by different means. Investors typically determine Holbrook Income value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Holbrook Income'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.