Plumb Balanced Equity Positions Weight vs. Ten Year Return
| PLABX Fund | USD 36.57 0.17 0.46% |
For Plumb Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Plumb Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Plumb Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Plumb Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Plumb Balanced over time as well as its relative position and ranking within its peers.
Plumb |
Plumb Balanced Ten Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Plumb Balanced's current stock value. Our valuation model uses many indicators to compare Plumb Balanced value to that of its competitors to determine the firm's financial worth. Plumb Balanced is rated top fund in equity positions weight among similar funds. It is rated top fund in ten year return among similar funds reporting about 0.02 of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for Plumb Balanced is roughly 45.45 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Plumb Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Plumb Balanced'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 Plumb Balanced's earnings, one of the primary drivers of an investment's value.Plumb Ten Year Return 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.
Plumb Balanced |
| = | 65.00 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Plumb Balanced |
| = | 1.43 % |
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.
Plumb Balanced Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Plumb Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Plumb Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Plumb Balanced's change in net profit over the period of time. It can combine multiple indicators of Plumb Balanced, 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 diversified portfolio of common stocks and fixed income securities. More than 50 percent of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25 percent of the funds assets in fixed income senior securities.
Plumb Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Plumb Balanced. 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 Plumb Balanced 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 Plumb Balanced's important profitability drivers and their relationship over time.
Use Plumb Balanced 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 Plumb Balanced 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 Plumb Balanced will appreciate offsetting losses from the drop in the long position's value.Plumb Balanced Pair Trading
Plumb Balanced Pair Trading Analysis
The ability to find closely correlated positions to Plumb Balanced could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Plumb Balanced 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 Plumb Balanced - 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 Plumb Balanced to buy it.
The correlation of Plumb Balanced 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 Plumb Balanced moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Plumb Balanced 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 Plumb Balanced 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 Plumb Balanced position
In addition to having Plumb Balanced 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 Information Technology ETFs Thematic Idea Now
Information Technology ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Information Technology ETFs theme has 44 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 Information Technology ETFs Theme or any other thematic opportunities.
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Check out Your Equity Center. Note that the Plumb Balanced information on this page should be used as a complementary analysis to other Plumb Balanced'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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
To fully project Plumb Balanced's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Plumb Balanced 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 Plumb Balanced's income statement, its balance sheet, and the statement of cash flows.