Lifestyle Five Year Return vs. Price to Earning
| JIIOX Fund | USD 12.35 0.13 1.06% |
For Lifestyle profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lifestyle to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lifestyle Ii Aggressive utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lifestyle's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lifestyle Ii Aggressive over time as well as its relative position and ranking within its peers.
Lifestyle |
Lifestyle Ii Aggressive Price to Earning vs. Five Year Return Fundamental Analysis
Lifestyle Price to Earning vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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| = | 8.12 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Use Lifestyle 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 Lifestyle 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 Lifestyle will appreciate offsetting losses from the drop in the long position's value.Lifestyle Pair Trading
Lifestyle Ii Aggressive Pair Trading Analysis
The ability to find closely correlated positions to Lifestyle could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lifestyle 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 Lifestyle - 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 Lifestyle Ii Aggressive to buy it.
The correlation of Lifestyle 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 Lifestyle moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lifestyle Ii Aggressive 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 Lifestyle 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 Lifestyle position
In addition to having Lifestyle 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 Copper Thematic Idea Now
Copper
Companies involved in production of copper. The Copper theme has 41 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 Copper Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
To fully project Lifestyle's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lifestyle Ii Aggressive 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 Lifestyle's income statement, its balance sheet, and the statement of cash flows.