Sage Advisory Bond Positions Weight vs. One Year Return

Based on the key profitability measurements obtained from Sage Advisory's financial statements, Sage Advisory Services may not be well positioned to generate adequate gross income at the present time. It has a very high likelihood of underperforming in May. Profitability indicators assess Sage Advisory's ability to earn profits and add value for shareholders.
For Sage Advisory profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sage Advisory to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sage Advisory Services utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sage Advisory's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sage Advisory Services over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
The market value of Sage Advisory Services is measured differently than its book value, which is the value of Sage that is recorded on the company's balance sheet. Investors also form their own opinion of Sage Advisory's value that differs from its market value or its book value, called intrinsic value, which is Sage Advisory's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sage Advisory's market value can be influenced by many factors that don't directly affect Sage Advisory's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sage Advisory's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sage Advisory is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sage Advisory'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.

Sage Advisory Services One Year Return vs. Bond Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Sage Advisory's current stock value. Our valuation model uses many indicators to compare Sage Advisory value to that of its competitors to determine the firm's financial worth.
Sage Advisory Services is rated # 3 ETF in bond positions weight as compared to similar ETFs. It is rated below average in one year return as compared to similar ETFs reporting about  0.07  of One Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to One Year Return for Sage Advisory Services is roughly  14.20 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Sage Advisory by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sage Advisory's Etf. 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 Sage Advisory's earnings, one of the primary drivers of an investment's value.

Sage One Year Return vs. Bond Positions Weight

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Sage Advisory

Bond Percentage

 = 

% of Bonds

in the fund

 = 
91.02 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Sage Advisory

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.41 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Sage One Year Return Comparison

Sage Advisory is rated below average in one year return as compared to similar ETFs.

Sage Advisory Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Sage Advisory, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sage Advisory will eventually generate negative long term returns. The profitability progress is the general direction of Sage Advisory's change in net profit over the period of time. It can combine multiple indicators of Sage Advisory, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Sage ESG Intermediate Credit Index. Sage ESG is traded on NYSEArca Exchange in the United States.

Sage Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Sage Advisory. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Sage Advisory position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Sage Advisory's important profitability drivers and their relationship over time.

Use Sage Advisory in pair-trading

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 Sage Advisory 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 Sage Advisory will appreciate offsetting losses from the drop in the long position's value.

Sage Advisory Pair Trading

Sage Advisory Services Pair Trading Analysis

The ability to find closely correlated positions to PulteGroup could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace PulteGroup 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 PulteGroup - 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 PulteGroup to buy it.
The correlation of PulteGroup 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 PulteGroup moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if PulteGroup 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 PulteGroup 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

Use Investing Themes to Complement your Sage Advisory position

In addition to having Sage Advisory in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Tobacco Products Thematic Idea Now

Tobacco Products
Tobacco Products Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Tobacco Products theme has 10 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Tobacco Products Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the Sage Advisory Services information on this page should be used as a complementary analysis to other Sage Advisory'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 the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.

Other Tools for Sage Etf

When running Sage Advisory's price analysis, check to measure Sage Advisory'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 Sage Advisory is operating at the current time. Most of Sage Advisory's value examination focuses on studying past and present price action to predict the probability of Sage Advisory's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sage Advisory's price. Additionally, you may evaluate how the addition of Sage Advisory to your portfolios can decrease your overall portfolio volatility.
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