Julius Baer Precious Metals - Julius Baer Physical chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share N/A
Dividend & YieldN/Afr (N/A)
Beta N/A
Market capitalization N/A
Operating cash flow N/A
ESG Scores unknown

Company description

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Julius Baer Precious Metals - Julius Baer Physical:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Julius Baer Precious Metals - Julius Baer Physical. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Julius Baer Precious Metals - Julius Baer Physical

Here is the result of two systematic investment strategies applied to Julius Baer Precious Metals - Julius Baer Physical. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Julius Baer Precious Metals - Julius Baer Physical

The following chart shows the equity curve of the two systematic investment strategies applied to Julius Baer Precious Metals - Julius Baer Physical:

Julius Baer Precious Metals - Julius Baer Physical automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 3.42% on the backtest period.

Performance at glance

Performance

3.42 %

Latent gain

64.2 fr

Invested capital

1877.0 fr

Annualized return

4.62 %
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Momentum strategy results on Julius Baer Precious Metals - Julius Baer Physical

This is the result of two momentum investment strategies applied to Julius Baer Precious Metals - Julius Baer Physical. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Julius Baer Precious Metals - Julius Baer Physical

The following chart shows all the entries opened by the momentum investment system on Julius Baer Precious Metals - Julius Baer Physical:

Julius Baer Precious Metals - Julius Baer Physical momentum entries
  • The first momentum investment strategy would give 0.64% of return on Julius Baer Precious Metals - Julius Baer Physical. That represents 18.5fr of latent gain with 2893.3fr of employed capital.
  • The second momentum investment strategy would give 1.14% of return on Julius Baer Precious Metals - Julius Baer Physical. That represents 21.8fr of latent gain with 1919.4fr of employed capital.
Performance at glance (1Q Momentum)

Performance

0.64 %

Latent gain

18.5 fr

Invested capital

2893.3 fr

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

1.14 %

Latent gain

21.8 fr

Invested capital

1919.4 fr

Annualized return

4.38 %

Momentum equity curve on Julius Baer Precious Metals - Julius Baer Physical

The following chart shows the equity curve of the two momentum strategies applied to Julius Baer Precious Metals - Julius Baer Physical:

Julius Baer Precious Metals - Julius Baer Physical momentum equity

Note: the dividends potentially given by Julius Baer Precious Metals - Julius Baer Physical are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Julius Baer Precious Metals - Julius Baer Physical

The following chart shows the employed capital evolution of the two momentum strategies on Julius Baer Precious Metals - Julius Baer Physical since the beginning:

Julius Baer Precious Metals - Julius Baer Physical

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250fr, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000fr.


Buy the dip strategy result on Julius Baer Precious Metals - Julius Baer Physical

Buy the dip entry openings on Julius Baer Precious Metals - Julius Baer Physical

Julius Baer Precious Metals - Julius Baer Physical

The performance achieved by the robo-advisor on Julius Baer Precious Metals - Julius Baer Physical is 0%. That represents 0.0$ of latent gain with 0.0fr of employed capital. The following chart shows Julius Baer Precious Metals - Julius Baer Physical stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Julius Baer Precious Metals - Julius Baer Physical, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 fr

Invested capital

0.0 fr

Annualized return

-0.0 %

Equity curve of the strategy applied to Julius Baer Precious Metals - Julius Baer Physical

The following chart shows the result of the investment strategy applied to Julius Baer Precious Metals - Julius Baer Physical:

Julius Baer Precious Metals - Julius Baer Physical

Note: the dividends potentially given by Julius Baer Precious Metals - Julius Baer Physical are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Julius Baer Precious Metals - Julius Baer Physical

The following chart shows the employed capital evolution since the beginning of the investment strategy on Julius Baer Precious Metals - Julius Baer Physical:

Julius Baer Precious Metals - Julius Baer Physical

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Julius Baer Precious Metals - Julius Baer Physical

In this section, I will compare the three previous investment strategies applied to Julius Baer Precious Metals - Julius Baer Physical.

Equity curve comparison on Julius Baer Precious Metals - Julius Baer Physical

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Julius Baer Precious Metals - Julius Baer Physical investment strategy comparison

Employed capital comparison on Julius Baer Precious Metals - Julius Baer Physical

Julius Baer Precious Metals - Julius Baer Physical investment comparison

Performance comparison on Julius Baer Precious Metals - Julius Baer Physical

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 3.42% 64.2fr 1877.0fr 4.62%
Momentum 1 quarter 0.64% 18.5fr 2893.3fr 1.28%
Momentum 2 quarters 1.14% 21.8fr 1919.4fr 4.38%
Non-directional 0% 0.0fr 0.0fr -0.0%
Annualized return comparison

Automatic investment

4.62 %

Momentum 1Q

4.38 %

Momentum 2Q

4.38 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Julius Baer Precious Metals - Julius Baer Physical:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Julius Baer Precious Metals - Julius Baer Physical and the other stocks. There may be false positives or some missing correlated stocks. If the price of Julius Baer Precious Metals - Julius Baer Physical does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Julius Baer Precious Metals - Julius Baer Physical
Country
City
Address
Phone
Website
FullTime employees
Industry
Sector
Exchange XSWX
Ticker JBGOGA.XSWX
Market www.six-group.com

Julius Baer Precious Metals - Julius Baer Physical ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown