Optimum Fixed Price to Book vs. Equity Positions Weight

For Optimum Fixed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Optimum Fixed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Optimum Fixed Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Optimum Fixed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Optimum Fixed Income over time as well as its relative position and ranking within its peers. Please check Your Equity Center.
  
Please note, there is a significant difference between Optimum Fixed's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum Fixed value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum Fixed'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.

Optimum Fixed Income Equity Positions Weight vs. Price to Book Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Optimum Fixed's current stock value. Our valuation model uses many indicators to compare Optimum Fixed value to that of its competitors to determine the firm's financial worth.
Optimum Fixed Income is number one fund in price to book among similar funds. It is number one fund in equity positions weight among similar funds making about  0.02  of Equity Positions Weight per Price to Book. The ratio of Price to Book to Equity Positions Weight for Optimum Fixed Income is roughly  57.00 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Optimum Fixed by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Optimum Fixed'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 Optimum Fixed's earnings, one of the primary drivers of an investment's value.

Optimum Equity Positions Weight vs. Price to Book

Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Optimum Fixed 
P/B 
 = 
MV Per Share 
BV Per Share 
1.14 X
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Optimum Fixed 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
0.02 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Optimum Fixed Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Optimum Fixed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Optimum Fixed will eventually generate negative long term returns. The profitability progress is the general direction of Optimum Fixed's change in net profit over the period of time. It can combine multiple indicators of Optimum Fixed, 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities . Optimum Fixed is traded on NASDAQ Exchange in the United States.

Optimum Profitability Driver Comparison

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

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Optimum Fixed without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Theme Ratings

Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
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Use Investing Themes to Complement your Optimum Fixed position

In addition to having Optimum Fixed 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 Gold and Gold Mining Thematic Idea Now

Gold and Gold Mining
Gold and Gold Mining Theme
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 99 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 Gold and Gold Mining Theme or any other thematic opportunities.
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Please check Your Equity Center. You can also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Other Tools for Optimum Mutual Fund

When running Optimum Fixed Income price analysis, check to measure Optimum Fixed'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 Optimum Fixed is operating at the current time. Most of Optimum Fixed's value examination focuses on studying past and present price action to predict the probability of Optimum Fixed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum Fixed's price. Additionally, you may evaluate how the addition of Optimum Fixed to your portfolios can decrease your overall portfolio volatility.
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