Columbia Disciplined Holdings Turnover vs. Market Capitalization
Based on the measurements of profitability obtained from Columbia Disciplined's financial statements, Columbia Disciplined Value may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in June. Profitability indicators assess Columbia Disciplined's ability to earn profits and add value for shareholders.
Check out Trending Equities 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 bureau of labor statistics.
Please note, there is a significant difference between Columbia Disciplined's value and its price as these two are different measures arrived at by different means. Investors typically determine if Columbia Disciplined is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Columbia Disciplined'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 Columbia Disciplined profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Columbia Disciplined to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Columbia Disciplined Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Columbia Disciplined's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Columbia Disciplined Value over time as well as its relative position and ranking within its peers.
Columbia |
Columbia Disciplined Market Capitalization vs. Holdings Turnover Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Columbia Disciplined's current stock value. Our valuation model uses many indicators to compare Columbia Disciplined value to that of its competitors to determine the firm's financial worth. Columbia Disciplined Value is the top fund in holdings turnover among similar funds. It is currently under evaluation in market capitalization among similar funds . Comparative valuation analysis is a catch-all model that can be used if you cannot value Columbia Disciplined by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Columbia Disciplined'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 Columbia Disciplined's earnings, one of the primary drivers of an investment's value.Columbia Market Capitalization vs. Holdings Turnover
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Columbia Disciplined |
| = | 90.00 % |
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.
Columbia Disciplined |
| = | null |
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.
Columbia Market Capitalization Comparison
Columbia Disciplined is currently under evaluation in market capitalization among similar funds.
Columbia Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Columbia Disciplined. 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 Columbia Disciplined 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 Columbia Disciplined's important profitability drivers and their relationship over time.
Use Columbia Disciplined 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 Columbia Disciplined 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 Columbia Disciplined will appreciate offsetting losses from the drop in the long position's value.Columbia Disciplined Pair Trading
Columbia Disciplined Value Pair Trading Analysis
The ability to find closely correlated positions to Fiserv could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fiserv 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 Fiserv - 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 Fiserv Inc to buy it.
The correlation of Fiserv 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 Fiserv moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fiserv Inc 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 Fiserv 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 Columbia Disciplined position
In addition to having Columbia Disciplined 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 Banks - Regional Thematic Idea Now
Banks - Regional
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banks - Regional theme has 18 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 Banks - Regional Theme or any other thematic opportunities.
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Check out Trending Equities 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 bureau of labor statistics. Note that the Columbia Disciplined information on this page should be used as a complementary analysis to other Columbia Disciplined'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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Columbia Mutual Fund
If you are still planning to invest in Columbia Disciplined 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 Columbia Disciplined's history and understand the potential risks before investing.
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