Highland Longshort Ten Year Return vs. Equity Positions Weight
| HHCAX Fund | USD 15.24 0.01 0.07% |
For Highland Longshort profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Highland Longshort to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Highland Longshort Healthcare utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Highland Longshort's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Highland Longshort Healthcare over time as well as its relative position and ranking within its peers.
Highland |
Highland Longshort Equity Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Highland Longshort's current stock value. Our valuation model uses many indicators to compare Highland Longshort value to that of its competitors to determine the firm's financial worth. Highland Longshort Healthcare is one of the top funds in ten year return among similar funds. It is one of the top funds in equity positions weight among similar funds making about 17.21 of Equity Positions Weight per Ten Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Highland Longshort by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Highland Longshort'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 Highland Longshort's earnings, one of the primary drivers of an investment's value.Highland Equity Positions Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Highland Longshort |
| = | 5.81 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Highland Longshort |
| = | 100.00 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Highland Equity Positions Weight Comparison
Highland Longshort is currently under evaluation in equity positions weight among similar funds.
Highland Longshort Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Highland Longshort, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Highland Longshort will eventually generate negative long term returns. The profitability progress is the general direction of Highland Longshort's change in net profit over the period of time. It can combine multiple indicators of Highland Longshort, 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 seeks to achieve its investment objective by primarily investing in equity, debt, andor derivative securities of companies that the Adviser expects to benefit from an event catalyst. It may invest significantly in the common stock of and other interests in special purpose acquisition companies or similar special purpose entities that pool funds to seek potential acquisition opportunities . The fund may invest in SPACs for a variety of investment purposes, including to achieve income. It is non-diversified.
Highland Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Highland Longshort. 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 Highland Longshort 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 Highland Longshort's important profitability drivers and their relationship over time.
Use Highland Longshort 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 Highland Longshort 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 Highland Longshort will appreciate offsetting losses from the drop in the long position's value.Highland Longshort Pair Trading
Highland Longshort Healthcare Pair Trading Analysis
The ability to find closely correlated positions to Highland Longshort could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Highland Longshort 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 Highland Longshort - 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 Highland Longshort Healthcare to buy it.
The correlation of Highland Longshort 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 Highland Longshort moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Highland Longshort 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 Highland Longshort 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 Highland Longshort position
In addition to having Highland Longshort 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 Utilities Thematic Idea Now
Utilities
Highly leveraged corporations that deliver utilities such as power, water or gas to public or business. The Utilities theme has 30 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 Utilities Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. Note that the Highland Longshort information on this page should be used as a complementary analysis to other Highland Longshort'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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
To fully project Highland Longshort's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Highland Longshort 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 Highland Longshort's income statement, its balance sheet, and the statement of cash flows.