Putnam Multi-Asset Price to Book vs. Equity Positions Weight

PDMAX
 Fund
  

USD 10.51  0.01  0.1%   

For Putnam Multi-Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Putnam Multi-Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Putnam Multi-Asset Absolute utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Putnam Multi-Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Putnam Multi-Asset Absolute 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 Putnam Multi-Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine Putnam Multi-Asset value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Putnam Multi-Asset'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.

Putnam Multi-Asset Equity Positions Weight vs. Price to Book Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Putnam Multi-Asset's current stock value. Our valuation model uses many indicators to compare Putnam Multi-Asset value to that of its competitors to determine the firm's financial worth.
Putnam Multi-Asset Absolute is rated top fund in price to book among similar funds. It is regarded third largest fund in equity positions weight among similar funds making about  7.74  of Equity Positions Weight per Price to Book. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Putnam Multi-Asset by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Putnam Multi-Asset'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 Putnam Multi-Asset's earnings, one of the primary drivers of an investment's value.

Putnam 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.
Putnam Multi-Asset 
P/B 
 = 
MV Per Share 
BV Per Share 
2.08 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.
Putnam Multi-Asset 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
16.09 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Putnam Equity Positions Weight Comparison

Putnam Multi-Asset is currently under evaluation in equity positions weight among similar funds.

Putnam Multi-Asset Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Putnam Multi-Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Putnam Multi-Asset will eventually generate negative long term returns. The profitability progress is the general direction of Putnam Multi-Asset's change in net profit over the period of time. It can combine multiple indicators of Putnam Multi-Asset, 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.
In pursuing a positive total return, the advisor is generally intended to produce lower volatility over a reasonable period of time than has been historically associated with traditional asset classes that have earned similar levels of return over long historical periods. Putnam Multi-Asset is traded on NASDAQ Exchange in the United States.

Putnam Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Putnam Multi-Asset. 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 Putnam Multi-Asset 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 Putnam Multi-Asset's important profitability drivers and their relationship over time.

Use Putnam Multi-Asset 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 Putnam Multi-Asset 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 Putnam Multi-Asset will appreciate offsetting losses from the drop in the long position's value.

Putnam Multi-Asset Pair Trading

Putnam Multi-Asset Absolute Pair Trading Analysis

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

In addition to having Putnam Multi-Asset 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 Retail Thematic Idea Now

Retail
Retail Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail theme has 4 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 Retail Theme or any other thematic opportunities.
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Please check Your Equity Center. Note that the Putnam Multi-Asset information on this page should be used as a complementary analysis to other Putnam Multi-Asset'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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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