Jpmorgan Smartretirement Price to Book vs. Equity Positions Weight
SRJIX Fund | USD 19.66 0.12 0.61% |
For Jpmorgan Smartretirement profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Smartretirement to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Smartretirement 2035 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Smartretirement's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Smartretirement 2035 over time as well as its relative position and ranking within its peers.
Jpmorgan |
Jpmorgan Smartretirement Equity Positions Weight vs. Price to Book Fundamental Analysis
Jpmorgan Equity Positions Weight vs. Price to Book
Jpmorgan Smartretirement | = | null |
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Jpmorgan Smartretirement |
| = | 71.64 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Jpmorgan Equity Positions Weight Comparison
Jpmorgan Smartretirement is rated second largest fund in equity positions weight among similar funds.
Use Jpmorgan Smartretirement 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 Jpmorgan Smartretirement 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 Jpmorgan Smartretirement will appreciate offsetting losses from the drop in the long position's value.Jpmorgan Smartretirement Pair Trading
Jpmorgan Smartretirement 2035 Pair Trading Analysis
The ability to find closely correlated positions to Jpmorgan Smartretirement could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jpmorgan Smartretirement 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 Jpmorgan Smartretirement - 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 Jpmorgan Smartretirement 2035 to buy it.
The correlation of Jpmorgan Smartretirement 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 Jpmorgan Smartretirement moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Smartretirement 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 Jpmorgan Smartretirement 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.Use Investing Themes to Complement your Jpmorgan Smartretirement position
In addition to having Jpmorgan Smartretirement 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 Food Products Thematic Idea Now
Food Products
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Food Products theme has 61 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 Food Products Theme or any other thematic opportunities.
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Check out World Market Map. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Complementary Tools for Jpmorgan Mutual Fund analysis
When running Jpmorgan Smartretirement's price analysis, check to measure Jpmorgan Smartretirement'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 Jpmorgan Smartretirement is operating at the current time. Most of Jpmorgan Smartretirement's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Smartretirement's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jpmorgan Smartretirement's price. Additionally, you may evaluate how the addition of Jpmorgan Smartretirement to your portfolios can decrease your overall portfolio volatility.
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To fully project Jpmorgan Smartretirement's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Smartretirement at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Smartretirement's income statement, its balance sheet, and the statement of cash flows.