Kinetics Global Three Year Return vs. Minimum Initial Investment

WWWEX Fund  USD 11.87  0.03  0.25%   
Taking into consideration Kinetics Global's profitability measurements, Kinetics Global Fund 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 Kinetics Global's ability to earn profits and add value for shareholders.
For Kinetics Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Kinetics Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Kinetics Global Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Kinetics Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Kinetics Global Fund 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 Kinetics Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kinetics Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kinetics Global'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.

Kinetics Global Fund Minimum Initial Investment vs. Three Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Kinetics Global's current stock value. Our valuation model uses many indicators to compare Kinetics Global value to that of its competitors to determine the firm's financial worth.
Kinetics Global Fund is presently regarded as number one fund in three year return among similar funds. It is presently regarded as number one fund in minimum initial investment among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Kinetics Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Kinetics Global'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 Kinetics Global's earnings, one of the primary drivers of an investment's value.

Kinetics Minimum Initial Investment 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.

Kinetics Global

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
8.08 %
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.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Kinetics Global

Minimum Initial Investment

=

First Fund Deposit

 = 
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Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.

Kinetics Minimum Initial Investment Comparison

Kinetics Global is currently under evaluation in minimum initial investment among similar funds.

Kinetics Global Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Kinetics Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Kinetics Global will eventually generate negative long term returns. The profitability progress is the general direction of Kinetics Global's change in net profit over the period of time. It can combine multiple indicators of Kinetics Global, 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 a diversified fund that invests all of its investable assets in the Global Portfolio, a series of Kinetics Portfolios Trust. The Global Portfolio invests at least 65 percent of its net assets plus any borrowings for investment purposes in common stocks, ETFs, convertible securities, warrants and other equity securities having the characteristics of common stocks of foreign and U.S. companies listed on publicly traded exchanges.

Kinetics Profitability Driver Comparison

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

Use Kinetics Global 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 Kinetics Global 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 Kinetics Global will appreciate offsetting losses from the drop in the long position's value.

Kinetics Global Pair Trading

Kinetics Global Fund Pair Trading Analysis

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

In addition to having Kinetics Global 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.

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Run Technology Thematic Idea Now

Technology
Technology Theme
Companies that are involved in development or distribution of technologically based goods and services such as software, IT or electronics. The Technology theme has 30 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 Technology Theme or any other thematic opportunities.
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Note that the Kinetics Global Fund information on this page should be used as a complementary analysis to other Kinetics Global'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 FinTech Suite module to use AI to screen and filter profitable investment opportunities.

Complementary Tools for Kinetics Mutual Fund analysis

When running Kinetics Global's price analysis, check to measure Kinetics Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Kinetics Global is operating at the current time. Most of Kinetics Global's value examination focuses on studying past and present price action to predict the probability of Kinetics Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Kinetics Global's price. Additionally, you may evaluate how the addition of Kinetics Global to your portfolios can decrease your overall portfolio volatility.
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To fully project Kinetics Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Kinetics Global Fund 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 Kinetics Global's income statement, its balance sheet, and the statement of cash flows.
Potential Kinetics Global investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Kinetics Global investors may work on each financial statement separately, they are all related. The changes in Kinetics Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Kinetics Global'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.