Barclays Etn Shiller Etf Profile
| CAPE Etf | USD 26.59 0.16 0.61% |
Performance2 of 100
| Odds Of DistressLess than 9
|
Barclays ETN is trading at 26.59 as of the 24th of April 2024, a 0.61 percent increase since the beginning of the trading day. The etf's lowest day price was 26.44. Barclays ETN has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Barclays ETN Shiller are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S. equity securities, including exchange-traded investment companies that provide exposure to U.S. equity securities, subject to the limitations. Doubleline Shiller is traded on NYSEARCA Exchange in the United States.. More on Barclays ETN Shiller
Moving together with Barclays Etf
| 0.87 | VTV | Vanguard Value Index | PairCorr |
| 0.86 | VYM | Vanguard High Dividend | PairCorr |
| 0.9 | IWD | iShares Russell 1000 Sell-off Trend | PairCorr |
| 0.92 | DGRO | iShares Core Dividend | PairCorr |
| 0.92 | IVE | iShares SP 500 | PairCorr |
| 0.77 | DVY | iShares Select Dividend | PairCorr |
| 0.92 | SPYV | SPDR Portfolio SP Sell-off Trend | PairCorr |
Barclays Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Barclays ETN's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Barclays ETN or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| CEO - Barclays UK | Ashok Vaswani |
| Old Name | Caperio Holding AB |
| Business Concentration | Large Value, DOUBLELINE ETF TRUST (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 24.14 |
| Name | Barclays ETN Shiller Capet ETN |
| Currency Code | USD |
| In Threey Volatility | 20.38 |
| 1y Volatility | 21.36 |
| 200 Day M A | 25.5431 |
| 50 Day M A | 27.2168 |
| Code | CAPE |
| Updated At | 24th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.54 |
| Type | ETF |
Barclays ETN Shiller [CAPE] is traded in USA and was established 2022-03-31. The fund is listed under Large Value category and is part of DOUBLELINE ETF TRUST family. Barclays ETN Shiller currently have 128.9 M in assets under management (AUM). , while the total return for the last 3 years was 20.4%.
Check Barclays ETN Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Barclays Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Barclays Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Barclays ETN Shiller Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Barclays ETN Shiller Etf Constituents
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| JPM | JPMorgan Chase Co | Stock | Financials |
| COST | Costco Wholesale Corp | Stock | Consumer Staples |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| META | Meta Platforms | Stock | Communication Services |
| BRK-B | Berkshire Hathaway | Stock | Financials |
| PG | Procter Gamble | Stock | Consumer Staples |
Barclays ETN Target Price Odds Analysis
What are Barclays ETN's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Barclays ETN jumping above the current price in 90 days from now is about 78.36%. The Barclays ETN Shiller probability density function shows the probability of Barclays ETN etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.0916 suggesting Barclays ETN Shiller market returns are highly-sensitive to returns on the market. As the market goes up or down, Barclays ETN is expected to follow. Additionally, barclays ETN Shiller has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Barclays ETN to move above the current price in 90 days from now is about 78.36 (This Barclays ETN Shiller probability density function shows the probability of Barclays Etf to fall within a particular range of prices over 90 days) .
Barclays ETN Shiller Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Barclays ETN market risk premium is the additional return an investor will receive from holding Barclays ETN long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Barclays ETN. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Barclays ETN's alpha and beta are two of the key measurements used to evaluate Barclays ETN's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0252 | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.07) |
Barclays ETN Against Markets
Picking the right benchmark for Barclays ETN etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Barclays ETN etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Barclays ETN is critical whether you are bullish or bearish towards Barclays ETN Shiller at a given time. Please also check how Barclays ETN's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Barclays ETN 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.Did you try this?
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How to buy Barclays Etf?
Before investing in Barclays ETN, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Barclays ETN. To buy Barclays ETN etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Barclays ETN. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Barclays ETN etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Barclays ETN Shiller etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Barclays ETN Shiller etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Barclays ETN Shiller, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Barclays Etf please use our How to Invest in Barclays ETN guide.
Already Invested in Barclays ETN Shiller?
The danger of trading Barclays ETN Shiller is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Barclays ETN is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Barclays ETN. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Barclays ETN Shiller is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Barclays ETN Shiller is a strong investment it is important to analyze Barclays ETN's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Barclays ETN's future performance. For an informed investment choice regarding Barclays Etf, refer to the following important reports: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Barclays ETN Shiller. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of Barclays ETN Shiller is measured differently than its book value, which is the value of Barclays that is recorded on the company's balance sheet. Investors also form their own opinion of Barclays ETN's value that differs from its market value or its book value, called intrinsic value, which is Barclays ETN's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Barclays ETN's market value can be influenced by many factors that don't directly affect Barclays ETN's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Barclays ETN's value and its price as these two are different measures arrived at by different means. Investors typically determine if Barclays ETN is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Barclays ETN'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.