Canterbury Portfolio is trading at 10.62 as of the 19th of April 2024; that is -0.38 percent down since the beginning of the trading day. The fund's open price was 10.66. Canterbury Portfolio has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Canterbury Portfolio Thermostat are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund is designed to pursue risk-adjusted growth by maintaining an efficient portfolio exhibiting lower or decreasing portfolio volatility throughout variable market environments. Canterbury Portfolio is traded on NASDAQ Exchange in the United States. More on Canterbury Portfolio Thermostat
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Canterbury Portfolio's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Canterbury Portfolio or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Canterbury Portfolio Thermostat [CAPTX] is traded in USA and was established 19th of April 2024. Canterbury Portfolio is listed under Canterbury Investment Management category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Canterbury Investment Management family. This fund currently has accumulated 37.22 M in assets under management (AUM) with minimum initial investment of 5 K. Canterbury Portfolio is currently producing year-to-date (YTD) return of 7.24% with the current yeild of 0.0%, while the total return for the last 3 years was -0.21%.
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Investors will always prefer to have the highest possible return on investment while minimizing volatility. Canterbury Portfolio market risk premium is the additional return an investor will receive from holding Canterbury Portfolio 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 Canterbury Portfolio. 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 Canterbury Portfolio's alpha and beta are two of the key measurements used to evaluate Canterbury Portfolio's performance over the market, the standard measures of volatility play an important role as well.
Picking the right benchmark for Canterbury Portfolio mutual fund 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 Canterbury Portfolio mutual fund 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 Canterbury Portfolio is critical whether you are bullish or bearish towards Canterbury Portfolio Thermostat at a given time. Please also check how Canterbury Portfolio's historical prices are related to one of the top price index indicators.
Our tools can tell you how much better you can do entering a position in Canterbury Portfolio 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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Before investing in Canterbury Portfolio, 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 Canterbury Portfolio. To buy Canterbury Portfolio fund, you can follow these steps:
Choose a brokerage firm: You need to select a brokerage firm to buy shares of Canterbury Portfolio. 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 Canterbury Portfolio fund. You can do this by transferring funds from your bank account or other investment accounts.
Place your order: Once you have located Canterbury Portfolio Thermostat fund 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 Canterbury Portfolio Thermostat fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Canterbury Portfolio Thermostat, 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 fund 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.
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The danger of trading Canterbury Portfolio Thermostat is mainly related to its market volatility and Mutual Fund 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 Canterbury Portfolio 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 Canterbury Portfolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Canterbury Portfolio 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.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Canterbury Portfolio Thermostat. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Please note, there is a significant difference between Canterbury Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Canterbury Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Canterbury Portfolio'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.