Holbrook Income Cash Position Weight vs. Bond Positions Weight
| HOBAX Fund | USD 9.58 0.01 0.10% |
For Holbrook Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Holbrook Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Holbrook Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Holbrook Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Holbrook Income over time as well as its relative position and ranking within its peers.
Holbrook |
Holbrook Income Bond Positions Weight vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Holbrook Income's current stock value. Our valuation model uses many indicators to compare Holbrook Income value to that of its competitors to determine the firm's financial worth. Holbrook Income is rated # 4 fund in cash position weight among similar funds. It is rated # 5 fund in bond positions weight among similar funds creating about 3.72 of Bond Positions Weight per Cash Position Weight. Comparative valuation analysis is a catch-all model that can be used if you cannot value Holbrook Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Holbrook Income'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 Holbrook Income's earnings, one of the primary drivers of an investment's value.Holbrook 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.
Holbrook Income |
| = | 2.21 % |
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.
Holbrook Income |
| = | 8.23 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Holbrook Bond Positions Weight Comparison
Holbrook Income is currently under evaluation in bond positions weight among similar funds.
Holbrook Income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Holbrook Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Holbrook Income will eventually generate negative long term returns. The profitability progress is the general direction of Holbrook Income's change in net profit over the period of time. It can combine multiple indicators of Holbrook Income, 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, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. It will allocate up to 100 percent of its portfolio in fixed income securities through direct investments or through the purchase of closed end investment companies, exchange-traded and open-end investment companies funds that invest primarily in income producing securities.
Holbrook Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Holbrook Income. 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 Holbrook Income 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 Holbrook Income's important profitability drivers and their relationship over time.
Use Holbrook Income 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 Holbrook Income 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 Holbrook Income will appreciate offsetting losses from the drop in the long position's value.Holbrook Income Pair Trading
Holbrook Income Pair Trading Analysis
The ability to find closely correlated positions to Holbrook Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Holbrook Income 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 Holbrook Income - 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 Holbrook Income to buy it.
The correlation of Holbrook Income 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 Holbrook Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Holbrook 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 Holbrook Income 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 Holbrook Income position
In addition to having Holbrook Income 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 Buywrite ETFs Thematic Idea Now
Buywrite ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Buywrite ETFs theme has 23 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 Buywrite ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Risk vs Return Analysis. Note that the Holbrook Income information on this page should be used as a complementary analysis to other Holbrook Income'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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
To fully project Holbrook Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Holbrook 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 Holbrook Income's income statement, its balance sheet, and the statement of cash flows.