Westfield Capital Three Year Return vs. Equity Positions Weight
Taking into consideration Westfield Capital's profitability measurements, Westfield Capital Dividend may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in May. Profitability indicators assess Westfield Capital's ability to earn profits and add value for shareholders.
Check out Your Current Watchlist 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 price.
Please note, there is a significant difference between Westfield Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Westfield Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Westfield Capital'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.
For Westfield Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Westfield Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Westfield Capital Dividend utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Westfield Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Westfield Capital Dividend over time as well as its relative position and ranking within its peers.
Westfield |
Westfield Capital Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Westfield Capital's current stock value. Our valuation model uses many indicators to compare Westfield Capital value to that of its competitors to determine the firm's financial worth. Westfield Capital Dividend is presently regarded as number one fund in three year return among similar funds. It is presently regarded as number one fund in equity positions weight among similar funds making about 9.31 of Equity Positions Weight per Three Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Westfield Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Westfield Capital's Mutual Fund. 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 Westfield Capital's earnings, one of the primary drivers of an investment's value.Westfield Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Westfield Capital |
| = | 10.37 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Westfield Capital |
| = | 96.59 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Westfield Equity Positions Weight Comparison
Westfield Capital is currently under evaluation in equity positions weight among similar funds.
Westfield Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Westfield Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Westfield Capital will eventually generate negative long term returns. The profitability progress is the general direction of Westfield Capital's change in net profit over the period of time. It can combine multiple indicators of Westfield Capital, 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. Westfield Capital is traded on NASDAQ Exchange in the United States.
Westfield Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Westfield Capital. 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 Westfield Capital 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 Westfield Capital's important profitability drivers and their relationship over time.
Use Westfield Capital 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 Westfield Capital 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 Westfield Capital will appreciate offsetting losses from the drop in the long position's value.Westfield Capital Pair Trading
Westfield Capital Dividend Pair Trading Analysis
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.Use Investing Themes to Complement your Westfield Capital position
In addition to having Westfield Capital 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 Large Value Funds Thematic Idea Now
Large Value Funds
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 37 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 Large Value Funds Theme or any other thematic opportunities.
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Check out Your Current Watchlist 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 price. Note that the Westfield Capital information on this page should be used as a complementary analysis to other Westfield Capital'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 Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Other Consideration for investing in Westfield Mutual Fund
If you are still planning to invest in Westfield Capital 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 Westfield Capital's history and understand the potential risks before investing.
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