Entrepreneurshares Etf Profile
EntrepreneurShares is trading at 11.30 as of the 25th of April 2024; that is No Change since the beginning of the trading day. The etf's open price was 11.3. Equity ratings for EntrepreneurShares are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2022 and ending today, the 25th of April 2024. Click here to learn more.
EntrepreneurShares 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. EntrepreneurShares' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding EntrepreneurShares or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Old Name | ERShares NextGen Entrepreneurs ETF |
| Business Concentration | Foreign Small/Mid Growth, EntrepreneurShares (View all Sectors) |
| Country Name | USA |
| Returns Y T D | (9.56) |
| Name | ERShares NextGen Entrepreneurs ETF |
| Currency Code | USD |
| Open Figi | BBG00MXRGVL6 |
| In Threey Volatility | 21.39 |
| 1y Volatility | 19.34 |
| 200 Day M A | 12.2206 |
| 50 Day M A | 11.981 |
| Code | ERSX |
| Updated At | 5th of March 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.92) |
| Type | ETF |
EntrepreneurShares [ERSX] is traded in USA and was established 2018-12-27. The fund is listed under Foreign Small/Mid Growth category and is part of EntrepreneurShares family. EntrepreneurShares currently have 18.75 M in assets under management (AUM). , while the total return for the last 3 years was -16.1%.
Check EntrepreneurShares 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 EntrepreneurShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding EntrepreneurShares 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 EntrepreneurShares 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 EntrepreneurShares Etf Constituents
| API | AgoraInc | Stock | Information Technology |
| BGNE | BeiGene | Stock | Health Care |
| BILI | Bilibili | Stock | Communication Services |
| CRSP | Crispr Therapeutics AG | Stock | Health Care |
| EVO | Evotec SE ADR | Stock | Health Care |
| FVRR | Fiverr International | Stock | Consumer Discretionary |
| HUYA | HUYA Inc | Stock | Communication Services |
EntrepreneurShares Target Price Odds Analysis
Based on a normal probability distribution, the odds of EntrepreneurShares jumping above the current price in 90 days from now is roughly 97.0%. The EntrepreneurShares probability density function shows the probability of EntrepreneurShares etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days EntrepreneurShares has a beta of -0.0516 suggesting as returns on the benchmark increase, returns on holding EntrepreneurShares are expected to decrease at a much lower rate. During a bear market, however, EntrepreneurShares is likely to outperform the market. Additionally, entrepreneurShares 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 EntrepreneurShares to move above the current price in 90 days from now is roughly 97.0 (This EntrepreneurShares probability density function shows the probability of EntrepreneurShares Etf to fall within a particular range of prices over 90 days) .
EntrepreneurShares Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. EntrepreneurShares market risk premium is the additional return an investor will receive from holding EntrepreneurShares 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 EntrepreneurShares. 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 EntrepreneurShares' alpha and beta are two of the key measurements used to evaluate EntrepreneurShares' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9433 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.98 | |||
| Risk Adjusted Performance | (0.03) |
EntrepreneurShares Against Markets
Picking the right benchmark for EntrepreneurShares 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 EntrepreneurShares 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 EntrepreneurShares is critical whether you are bullish or bearish towards EntrepreneurShares at a given time. Please also check how EntrepreneurShares' historical prices are related to one of the top price index indicators.
EntrepreneurShares Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where 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. Below are some of the equities that can be combined with EntrepreneurShares etf to make a market-neutral strategy. Peer analysis of EntrepreneurShares could also be used in its relative valuation, which is a method of valuing EntrepreneurShares by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
How to buy EntrepreneurShares Etf?
Before investing in EntrepreneurShares, 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 EntrepreneurShares. To buy EntrepreneurShares etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of EntrepreneurShares. 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 EntrepreneurShares etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located EntrepreneurShares 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 EntrepreneurShares 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 EntrepreneurShares, 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.
Already Invested in EntrepreneurShares?
The danger of trading EntrepreneurShares 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 EntrepreneurShares 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 EntrepreneurShares. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile EntrepreneurShares 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 EntrepreneurShares offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of EntrepreneurShares' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Entrepreneurshares Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Entrepreneurshares Etf: Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.
The market value of EntrepreneurShares is measured differently than its book value, which is the value of EntrepreneurShares that is recorded on the company's balance sheet. Investors also form their own opinion of EntrepreneurShares' value that differs from its market value or its book value, called intrinsic value, which is EntrepreneurShares' 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 EntrepreneurShares' market value can be influenced by many factors that don't directly affect EntrepreneurShares' 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 EntrepreneurShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if EntrepreneurShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EntrepreneurShares' 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.