Equity Positions Weight

The Equity Positions Weight Fundamental Analysis lookup allows you to check this and other indicators for any equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools.
  
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.

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Pair Trading with Investor Education

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 Investor Education 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 Investor Education 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 Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any private could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

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