Small Capitalization Three Year Return vs. Equity Positions Weight

SSCPX Fund  USD 7.65  0.11  1.46%   
Considering Small Capitalization's profitability and operating efficiency indicators, Small Capitalization Portfolio may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Small Capitalization's ability to earn profits and add value for shareholders.
For Small Capitalization profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Small Capitalization to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Small Capitalization Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Small Capitalization's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Small Capitalization Portfolio over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Small Capitalization's value and its price as these two are different measures arrived at by different means. Investors typically determine if Small Capitalization is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Small Capitalization's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Small Capitalization Equity Positions Weight vs. Three Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Small Capitalization's current stock value. Our valuation model uses many indicators to compare Small Capitalization value to that of its competitors to determine the firm's financial worth.
Small Capitalization Portfolio is rated second largest fund in three year return among similar funds. It is rated second largest fund in equity positions weight among similar funds making about  24.19  of Equity Positions Weight per Three Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Small Capitalization by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Small Capitalization'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 Small Capitalization's earnings, one of the primary drivers of an investment's value.

Small Equity Positions Weight vs. Three Year Return

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Small Capitalization

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.92 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Small Capitalization

Stock Percentage

 = 

% of Equities

in the fund

 = 
94.94 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Small Equity Positions Weight Comparison

Small Capitalization is currently under evaluation in equity positions weight among similar funds.

Small Capitalization Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Small Capitalization, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Small Capitalization will eventually generate negative long term returns. The profitability progress is the general direction of Small Capitalization's change in net profit over the period of time. It can combine multiple indicators of Small Capitalization, 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 will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.

Small Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Small Capitalization. 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 Small Capitalization 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 Small Capitalization's important profitability drivers and their relationship over time.

Use Small Capitalization 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 Small Capitalization 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 Small Capitalization will appreciate offsetting losses from the drop in the long position's value.

Small Capitalization Pair Trading

Small Capitalization Portfolio Pair Trading Analysis

The ability to find closely correlated positions to Small Capitalization could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Small Capitalization 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 Small Capitalization - 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 Small Capitalization Portfolio to buy it.
The correlation of Small Capitalization 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 Small Capitalization moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Small Capitalization 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 Small Capitalization 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Small Capitalization position

In addition to having Small Capitalization 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 Broad Municipals ETFs Thematic Idea Now

Broad Municipals ETFs
Broad Municipals ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Municipals ETFs theme has 49 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 Broad Municipals ETFs Theme or any other thematic opportunities.
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You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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To fully project Small Capitalization's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Small Capitalization 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 Small Capitalization's income statement, its balance sheet, and the statement of cash flows.
Potential Small Capitalization investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Small Capitalization investors may work on each financial statement separately, they are all related. The changes in Small Capitalization's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Small Capitalization's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.