Sa Real Equity Positions Weight vs. Net Asset
| SAREX Fund | USD 9.95 0.07 0.70% |
For Sa Real profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sa Real to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sa Real Estate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sa Real's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sa Real Estate over time as well as its relative position and ranking within its peers.
SAREX |
Sa Real Estate Net Asset vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sa Real's current stock value. Our valuation model uses many indicators to compare Sa Real value to that of its competitors to determine the firm's financial worth. Sa Real Estate is rated top fund in equity positions weight among similar funds. It is rated below average in net asset among similar funds making up about 1,878,215 of Net Asset per Equity Positions Weight. Comparative valuation analysis is a catch-all model that can be used if you cannot value Sa Real by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sa Real'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 Sa Real's earnings, one of the primary drivers of an investment's value.SAREX Net Asset 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.
Sa Real |
| = | 99.55 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Sa Real |
| = | 186.98 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
SAREX Net Asset Comparison
Sa Real is currently under evaluation in net asset among similar funds.
Sa Real Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sa Real, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sa Real will eventually generate negative long term returns. The profitability progress is the general direction of Sa Real's change in net profit over the period of time. It can combine multiple indicators of Sa Real, 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 is designed to purchase readily marketable equity securities of companies the principal activities of which include ownership, management, development, construction or sale of residential, commercial or industrial real estate. As a non-fundamental policy, under normal circumstances, at least 80 percent of the funds net assets will be invested in securities of companies in the real estate industry. The advisor may lend its portfolio securities to generate additional income.
SAREX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sa Real. 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 Sa Real 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 Sa Real's important profitability drivers and their relationship over time.
Use Sa Real 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 Sa Real 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 Sa Real will appreciate offsetting losses from the drop in the long position's value.Sa Real Pair Trading
Sa Real Estate Pair Trading Analysis
The ability to find closely correlated positions to Sa Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sa Real 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 Sa Real - 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 Sa Real Estate to buy it.
The correlation of Sa Real 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 Sa Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sa Real Estate 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 Sa Real 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 Sa Real position
In addition to having Sa Real 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.
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Check out World Market Map. Note that the Sa Real Estate information on this page should be used as a complementary analysis to other Sa Real'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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
To fully project Sa Real's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sa Real Estate 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 Sa Real's income statement, its balance sheet, and the statement of cash flows.