Franklin Equity Cash Position Weight vs. Bond Positions Weight

FEIQX Fund  USD 31.66  0.08  0.25%   
Based on the key profitability measurements obtained from Franklin Equity's financial statements, Franklin Equity Income 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 Franklin Equity's ability to earn profits and add value for shareholders.
For Franklin Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Franklin Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Franklin Equity Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Franklin Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Franklin Equity Income 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 Franklin Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Equity'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.

Franklin Equity Income Bond Positions Weight vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Franklin Equity's current stock value. Our valuation model uses many indicators to compare Franklin Equity value to that of its competitors to determine the firm's financial worth.
Franklin Equity Income is rated below average in cash position weight among similar funds. It is one of the top funds in bond positions weight among similar funds creating about  0.22  of Bond Positions Weight per Cash Position Weight. The ratio of Cash Position Weight to Bond Positions Weight for Franklin Equity Income is roughly  4.49 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Franklin Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Franklin Equity'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 Franklin Equity's earnings, one of the primary drivers of an investment's value.

Franklin Bond Positions Weight vs. Cash Position Weight

Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Franklin Equity

Cash Percentage

 = 

% of Cash

in the fund

 = 
6.01 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Franklin Equity

Bond Percentage

 = 

% of Bonds

in the fund

 = 
1.34 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Franklin Bond Positions Weight Comparison

Franklin Equity is currently under evaluation in bond positions weight among similar funds.

Franklin Equity Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Franklin Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Franklin Equity will eventually generate negative long term returns. The profitability progress is the general direction of Franklin Equity's change in net profit over the period of time. It can combine multiple indicators of Franklin Equity, 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 fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes . The fund may invest in foreign securities, but does not currently anticipate investing more than 15 percent of its total assets in securities of issuers domiciled outside the United States.

Franklin Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Franklin Equity. 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 Franklin Equity 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 Franklin Equity's important profitability drivers and their relationship over time.

Use Franklin Equity 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 Franklin Equity 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 Franklin Equity will appreciate offsetting losses from the drop in the long position's value.

Franklin Equity Pair Trading

Franklin Equity Income Pair Trading Analysis

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

In addition to having Franklin Equity 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.

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Macroaxis Picks Theme
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 50 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 Macroaxis Picks Theme or any other thematic opportunities.
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You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Franklin Equity's price analysis, check to measure Franklin Equity'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 Franklin Equity is operating at the current time. Most of Franklin Equity's value examination focuses on studying past and present price action to predict the probability of Franklin Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Equity's price. Additionally, you may evaluate how the addition of Franklin Equity to your portfolios can decrease your overall portfolio volatility.
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To fully project Franklin Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Franklin Equity Income 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 Franklin Equity's income statement, its balance sheet, and the statement of cash flows.
Potential Franklin Equity investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Franklin Equity investors may work on each financial statement separately, they are all related. The changes in Franklin Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Franklin Equity'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.