Transportation Portfolio One Year Return vs. Cash Position Weight

FSRFX Fund  USD 105.41  2.05  1.91%   
Considering Transportation Portfolio's profitability and operating efficiency indicators, Transportation Portfolio Transportation may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in June. Profitability indicators assess Transportation Portfolio's ability to earn profits and add value for shareholders.
For Transportation Portfolio profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Transportation Portfolio to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Transportation Portfolio Transportation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Transportation Portfolio's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Transportation Portfolio Transportation 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 Transportation Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Transportation Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Transportation Portfolio'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.

Transportation Portfolio Cash Position Weight vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Transportation Portfolio's current stock value. Our valuation model uses many indicators to compare Transportation Portfolio value to that of its competitors to determine the firm's financial worth.
Transportation Portfolio Transportation is one of the top funds in one year return among similar funds. It is one of the top funds in cash position weight among similar funds creating about  0.11  of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Transportation Portfolio Transportation is roughly  9.24 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Transportation Portfolio by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Transportation Portfolio'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 Transportation Portfolio's earnings, one of the primary drivers of an investment's value.

Transportation Cash Position Weight vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Transportation Portfolio

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
23.92 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Transportation Portfolio

Cash Percentage

 = 

% of Cash

in the fund

 = 
2.59 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Transportation Cash Position Weight Comparison

Transportation Portfolio is currently under evaluation in cash position weight among similar funds.

Transportation Portfolio Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Transportation Portfolio, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Transportation Portfolio will eventually generate negative long term returns. The profitability progress is the general direction of Transportation Portfolio's change in net profit over the period of time. It can combine multiple indicators of Transportation Portfolio, 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 primarily invests in common stocks. It normally invests at least 80 percent of assets in securities of companies principally engaged in providing transportation services or companies principally engaged in the design, manufacture, distribution, or sale of transportation equipment. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Transportation Profitability Driver Comparison

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

Use Transportation Portfolio 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 Transportation Portfolio 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 Transportation Portfolio will appreciate offsetting losses from the drop in the long position's value.

Transportation Portfolio Pair Trading

Transportation Portfolio Transportation Pair Trading Analysis

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

In addition to having Transportation Portfolio 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 Conservative Funds Thematic Idea Now

Conservative Funds
Conservative Funds Theme
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 38 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 Conservative Funds Theme or any other thematic opportunities.
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Note that the Transportation Portfolio information on this page should be used as a complementary analysis to other Transportation Portfolio'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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
To fully project Transportation Portfolio's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Transportation Portfolio 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 Transportation Portfolio's income statement, its balance sheet, and the statement of cash flows.
Potential Transportation Portfolio investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Transportation Portfolio investors may work on each financial statement separately, they are all related. The changes in Transportation Portfolio's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Transportation Portfolio'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.