Guggenheim Macro Equity Positions Weight vs. Cash Position Weight
| GIOIX Fund | USD 24.12 0.02 0.08% |
For Guggenheim Macro profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Guggenheim Macro to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Guggenheim Macro Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Guggenheim Macro's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Guggenheim Macro Opportunities over time as well as its relative position and ranking within its peers.
Guggenheim |
Guggenheim Macro Opp Cash Position Weight vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Macro's current stock value. Our valuation model uses many indicators to compare Guggenheim Macro value to that of its competitors to determine the firm's financial worth. Guggenheim Macro Opportunities is one of the top funds in equity positions weight among similar funds. It is one of the top funds in cash position weight among similar funds creating about 0.28 of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for Guggenheim Macro Opportunities is roughly 3.57 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Guggenheim Macro by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Guggenheim Macro'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 Guggenheim Macro's earnings, one of the primary drivers of an investment's value.Guggenheim Cash Position Weight vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Guggenheim Macro |
| = | 6.18 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Guggenheim Macro |
| = | 1.73 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Guggenheim Cash Position Weight Comparison
Guggenheim Macro is currently under evaluation in cash position weight among similar funds.
Guggenheim Macro Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Guggenheim Macro, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Guggenheim Macro will eventually generate negative long term returns. The profitability progress is the general direction of Guggenheim Macro's change in net profit over the period of time. It can combine multiple indicators of Guggenheim Macro, 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 invests in a wide range of fixed-income and other debt and equity securities selected from a variety of sectors and credit qualities, principally corporate bonds, syndicated bank loans and other direct lending opportunities, participations in and assignments of syndicated bank loans, asset-backed securities, U.S. government and agency securities, sovereign debt securities, Eurodollar bonds and obligations, mezzanine and preferred securities, commercial paper, zero-coupon bonds, municipal securities, etc.
Guggenheim Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Guggenheim Macro. 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 Guggenheim Macro 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 Guggenheim Macro's important profitability drivers and their relationship over time.
Use Guggenheim Macro 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 Guggenheim Macro 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 Guggenheim Macro will appreciate offsetting losses from the drop in the long position's value.Guggenheim Macro Pair Trading
Guggenheim Macro Opportunities Pair Trading Analysis
The ability to find closely correlated positions to Guggenheim Macro could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Guggenheim Macro 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 Guggenheim Macro - 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 Guggenheim Macro Opportunities to buy it.
The correlation of Guggenheim Macro 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 Guggenheim Macro moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Guggenheim Macro Opp 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 Guggenheim Macro 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 Guggenheim Macro position
In addition to having Guggenheim Macro 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 Chemicals Thematic Idea Now
Chemicals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Chemicals 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 Chemicals Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Risk vs Return Analysis. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
To fully project Guggenheim Macro's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Guggenheim Macro Opp 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 Guggenheim Macro's income statement, its balance sheet, and the statement of cash flows.