Small Capitalization Price to Sales vs. Net Asset
| SSCYX Fund | USD 6.15 0.08 1.28% |
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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Small Capitalization Net Asset vs. Price to Sales Fundamental Analysis
Small Net Asset vs. Price to Sales
Small Capitalization | = | null |
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.
Small Capitalization |
| = | 7.34 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.
Small Net Asset Comparison
Small Capitalization is currently under evaluation in net asset among similar funds.
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.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 Aluminum Thematic Idea Now
Aluminum
Companies involved in production of aluminum. The Aluminum theme has 48 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 Aluminum Theme or any other thematic opportunities.
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Check out World Market Map. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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.