Blue Chip 35 Fund Filter Stocks by Fundamentals

Blue Chip 35 fundamentals help investors to digest information that contributes to Blue Chip's financial success or failures. It also enables traders to predict the movement of Blue Mutual Fund. The fundamental analysis module provides a way to measure Blue Chip's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Blue Chip mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Did you try this?

Run Correlation Analysis Now

   

Correlation Analysis

Reduce portfolio risk simply by holding instruments which are not perfectly correlated
All  Next Launch Module

Fund Asset Allocation for Blue Chip

The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .
Asset allocation divides Blue Chip's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Blue Fundamentals

Pair Trading with Blue Chip

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 Blue Chip 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 Blue Chip will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft 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 Microsoft - 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 Microsoft to buy it.
The correlation of Microsoft 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 Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft 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 Microsoft 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
Check out Trending Equities to better understand how to build diversified portfolios. 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 gross domestic product.
You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.

Other Consideration for investing in Blue Mutual Fund

If you are still planning to invest in Blue Chip 35 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Blue Chip's history and understand the potential risks before investing.
Fundamental Analysis
View fundamental data based on most recent published financial statements
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios