Ambrus vs Wells Comparison
Ambrus vs Wells comparative analysis provides an insight into diversification possibilities from combining Ambrus and Wells into the same portfolio. You can use this module to analyze the comparative aspects of Ambrus and Wells across most of their technical and fundamental indicators. Please use the input box below to enter a few concurrent symbols you would like to analyze. With this comparative module, you can estimate the relative strength of Ambrus against Wells. Check out your portfolio center.
The Macroaxis Comparable Analysis module helps investors to evaluate stocks by comparing them to other traded companies based on similar metrics to determine their enterprise value. The basic idea behind this approach is that Ambrus Core and Wells Fargo should bear some resemblance to each other or to other equities in a similar class. Wells Fargo
Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.
Please specify at least 3 valid symbols having historical data to build a meaningful correlation cloud. You can use symbol search above to locate your securities.
Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
| TTRBX | EKSRX | |
| 0.20 9.98 | 0.17 5.96 | Market Volatility (90 Days Market Risk) |
| Market Performance (90 Days Performance) | ||
| Odds of Financial Distress (Probability Of Bankruptcy) | ||
| Current Valuation (Equity Enterprise Value) | ||
| Buy or Sell Advice (Average Analysts Consensus) | ||
Trade Advice (90 Days Macroaxis Advice) | ||
| Cash Position Weight | ||
| Equity Positions Weight | ||
| Three Year Return | ||
| Net Asset | ||
| Annual Yield | ||
| Five Year Return | ||
| Year To Date Return | ||
| One Year Return | ||
| Last Dividend Paid | ||
| Bond Positions Weight | ||
| Ten Year Return | ||
| Daily Balance Of Power | ||
| Day Typical Price | ||
| Period Momentum Indicator | ||
| Rate Of Daily Change | ||
| Day Median Price | ||
| Price Action Indicator | ||
| Coefficient Of Variation | ||
| Mean Deviation | ||
| Jensen Alpha | ||
| Total Risk Alpha | ||
| Sortino Ratio | ||
| Downside Variance | ||
| Standard Deviation | ||
| Kurtosis | ||
| Potential Upside | ||
| Treynor Ratio | ||
| Maximum Drawdown | ||
| Variance | ||
| Market Risk Adjusted Performance | ||
| Risk Adjusted Performance | ||
| Skewness | ||
| Information Ratio | ||
| Value At Risk | ||
| Expected Short fall | ||
| Downside Deviation | ||
| Semi Variance |
Market Neutrality
One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.
Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.
Five steps to successful analysis of competition
Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Use Investing Themes to Complement your positions
You can quickly originate your optimal portfoio 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 Warren Buffett Holdings Thematic Idea Now
Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 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 Warren Buffett Holdings Theme or any other thematic opportunities.
| View All Next | Launch |
Check out your portfolio center.Note that this page's information should be used as a complementary analysis 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 Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Other Complementary Tools
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |