Compass Capital Low Fund Buy Hold or Sell Recommendation
CLDBX Fund | USD 8.98 0.01 0.11% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Compass Capital Low is 'Strong Sell'. Macroaxis provides Compass Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CLDBX positions. The advice algorithm takes into account all of Compass Capital's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Compass Capital's buy or sell advice are summarized below:
Real Value 8.26 | Hype Value 8.98 | Market Value 8.98 | Naive Value 8.96 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Compass Capital Low given historical horizon and risk tolerance towards Compass Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Compass Capital Low, the advice is generated through an automated system that utilizes algorithms and statistical models.
Compass |
Execute Compass Capital Buy or Sell Advice
The Compass recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Compass Capital Low. Macroaxis does not own or have any residual interests in Compass Capital Low or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Compass Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Strong Sell
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Compass Capital Trading Alerts and Improvement Suggestions
The fund holds about 16.27% of its assets under management (AUM) in fixed income securities |
Compass Capital Returns Distribution Density
The distribution of Compass Capital's historical returns is an attempt to chart the uncertainty of Compass Capital's future price movements. The chart of the probability distribution of Compass Capital daily returns describes the distribution of returns around its average expected value. We use Compass Capital Low price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Compass Capital returns is essential to provide solid investment advice for Compass Capital.
Mean Return | 0.02 | Value At Risk | -0.22 | Potential Upside | 0.22 | Standard Deviation | 0.15 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Compass Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Compass Capital Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Compass Capital or BlackRock sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Compass Capital's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Compass fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0 | |
β | Beta against NYSE Composite | 0.02 | |
σ | Overall volatility | 0.14 | |
Ir | Information ratio | -0.76 |
Compass Capital Volatility Alert
Compass Capital Low exhibits very low volatility with skewness of 0.95 and kurtosis of 4.24. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Compass Capital's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Compass Capital's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Compass Capital Fundamentals Vs Peers
Comparing Compass Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Compass Capital's direct or indirect competition across all of the common fundamentals between Compass Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Compass Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Compass Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Compass Capital by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Compass Capital to competition |
Fundamentals | Compass Capital | Peer Average |
Annual Yield | 0.01 % | 0.29 % |
Year To Date Return | 0.81 % | 0.39 % |
One Year Return | 4.57 % | 4.15 % |
Three Year Return | 0.38 % | 3.60 % |
Five Year Return | 1.59 % | 3.24 % |
Ten Year Return | 2.41 % | 1.79 % |
Net Asset | 6.01 B | 4.11 B |
Last Dividend Paid | 0.01 | 0.65 |
Cash Position Weight | 3.70 % | 10.61 % |
Bond Positions Weight | 16.27 % | 11.24 % |
Compass Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Compass . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 8.98 | |||
Day Typical Price | 8.98 | |||
Price Action Indicator | 0.005 | |||
Period Momentum Indicator | 0.01 |
About Compass Capital Buy or Sell Advice
When is the right time to buy or sell Compass Capital Low? Buying financial instruments such as Compass Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Compass Capital 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 Real Estate Thematic Idea Now
Real Estate
Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate theme has 40 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 Real Estate Theme or any other thematic opportunities.
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Check out Compass Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Compass Capital Low information on this page should be used as a complementary analysis to other Compass Capital'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 the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
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