Strategic Allocation Price to Earning vs. Five Year Return

ASMRX Fund  USD 6.31  0.04  0.64%   
Considering Strategic Allocation's profitability and operating efficiency indicators, Strategic Allocation Moderate may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Strategic Allocation's ability to earn profits and add value for shareholders.
For Strategic Allocation profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Strategic Allocation to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Strategic Allocation Moderate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Strategic Allocation's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Strategic Allocation Moderate over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Strategic Allocation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Strategic Allocation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Strategic Allocation'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.

Strategic Allocation Five Year Return vs. Price to Earning Fundamental Analysis

Strategic Five Year Return vs. Price to Earning

Strategic Allocation

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Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Strategic Allocation

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
7.31 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Strategic Five Year Return Comparison

Strategic Allocation is currently under evaluation in five year return among similar funds.

Use Strategic Allocation 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 Strategic Allocation 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 Strategic Allocation will appreciate offsetting losses from the drop in the long position's value.

Strategic Allocation Pair Trading

Strategic Allocation Moderate Pair Trading Analysis

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

In addition to having Strategic Allocation 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 Robots And Drones Thematic Idea Now

Robots And Drones
Robots And Drones Theme
Large technology companies that are involved in development and manufacturing of drones, robots, or robotic equipment across mechanical engineering, electrical engineering, mathematics and computer science fields. Drones and robotics are projected to significantly grow in demand in the next 5 years. The Robots And Drones theme has 42 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 Robots And Drones Theme or any other thematic opportunities.
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You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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When running Strategic Allocation's price analysis, check to measure Strategic Allocation'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 Strategic Allocation is operating at the current time. Most of Strategic Allocation's value examination focuses on studying past and present price action to predict the probability of Strategic Allocation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Strategic Allocation's price. Additionally, you may evaluate how the addition of Strategic Allocation to your portfolios can decrease your overall portfolio volatility.
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To fully project Strategic Allocation's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Strategic Allocation 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 Strategic Allocation's income statement, its balance sheet, and the statement of cash flows.
Potential Strategic Allocation investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Strategic Allocation investors may work on each financial statement separately, they are all related. The changes in Strategic Allocation's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Strategic Allocation's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.