Equity Positions Weight

Asset symbol is not found or was delisted

We are unable to locate this entity at this time. If you believe the symbol you are trying to look up is valid, please let us know, and we will check it out. Check all delisted instruments across multiple markets.

Indicator Description

Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Stock Percentage

 = 

% of Equities

in the fund

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Equity Positions Weight In A Nutshell

The importance of this comes into play more with the funds that try to imitate other market areas. If the fund is trying to return against a benchmark following the financial sector, you would want to see weighting mostly in finance stocks and positions. Within that, you want to make sure that it is not overly weighted into one bank or financial company, because that would be the same as putting all of your eggs into one basket. So before you invest in a fund, take a look and see what makes it up and ensure you agree with it.

Many of you I’m sure have either looked at mutual funds and ETF’s or invested in them for various of reasons. It could have been you enjoyed the returns and low expense ratios, but have you ever looked and reviewed what the funds hold. Equity position weight is the weighting of the equities that make up the fund that is being invested in. For example, when you look at a fund that tracks the S&P 500, you would expect to see that fund have similar weighting to that of the S&P 500, and you can review this for yourself.

Closer Look at Equity Positions Weight

This is extremely important to look at because you don’t want to have the fund manager jeopardize the fund by investing incorrectly. Of course this will rarely happen, but you need to watch the manager because they are ultimately the ones generating the yes or no to add and eliminate positions in the fund. Not only that, you want to be sure you agree with the positions because if you don’t then there is not point in investing in that particular fund. You can find holdings on almost any site and review them, comparing against others. Find the one that fits best and go from there.

Other Suggestions

I Intelsat SACompany
IE Ivanhoe ElectricCompany
IMPPP Imperial Petroleum PreferredCompany
IAE Voya Asia PacificFund
IG Principal Exchange Traded FundsETF
IRX 13-week Treasury BillIndex
ID SPACECryptocurrency

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
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
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

Other Complementary Tools

Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Transaction History
View history of all your transactions and understand their impact on performance