Oppenheimer Global Fund Buy Hold or Sell Recommendation
OGLCX Fund | USD 82.18 0.35 0.43% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oppenheimer Global is 'Cautious Hold'. Macroaxis provides Oppenheimer Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OGLCX positions. The advice algorithm takes into account all of Oppenheimer Global's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Oppenheimer Global's buy or sell advice are summarized below:
Real Value 89.6 | Hype Value 81.83 | Market Value 82.18 | Naive Value 81.33 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oppenheimer Global given historical horizon and risk tolerance towards Oppenheimer Global. When Macroaxis issues a 'buy' or 'sell' recommendation for Oppenheimer Global, the advice is generated through an automated system that utilizes algorithms and statistical models.
Oppenheimer |
Execute Oppenheimer Global Buy or Sell Advice
The Oppenheimer recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oppenheimer Global. Macroaxis does not own or have any residual interests in Oppenheimer Global or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oppenheimer Global's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Cautious Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Oppenheimer Global Trading Alerts and Improvement Suggestions
Oppenheimer Global Returns Distribution Density
The distribution of Oppenheimer Global's historical returns is an attempt to chart the uncertainty of Oppenheimer Global's future price movements. The chart of the probability distribution of Oppenheimer Global daily returns describes the distribution of returns around its average expected value. We use Oppenheimer Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oppenheimer Global returns is essential to provide solid investment advice for Oppenheimer Global.
Mean Return | 0.19 | Value At Risk | -1.38 | Potential Upside | 1.76 | Standard Deviation | 0.93 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oppenheimer Global 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.
Oppenheimer Global 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 Oppenheimer Global or Invesco 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 Oppenheimer Global'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 Oppenheimer 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 | 0.17 | |
β | Beta against NYSE Composite | 0.09 | |
σ | Overall volatility | 0.94 | |
Ir | Information ratio | 0.06 |
Oppenheimer Global Volatility Alert
Oppenheimer Global has low volatility with Treynor Ratio of 2.09, Maximum Drawdown of 3.72 and kurtosis of -0.14. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oppenheimer Global'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 Oppenheimer Global'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.Oppenheimer Global Fundamentals Vs Peers
Comparing Oppenheimer Global'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 Oppenheimer Global's direct or indirect competition across all of the common fundamentals between Oppenheimer Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oppenheimer Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oppenheimer Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oppenheimer Global by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Oppenheimer Global to competition |
Fundamentals | Oppenheimer Global | Peer Average |
Price To Earning | 18.80 X | 6.53 X |
Price To Book | 2.13 X | 0.74 X |
Price To Sales | 1.55 X | 0.61 X |
Year To Date Return | 10.51 % | 0.39 % |
One Year Return | 33.96 % | 4.15 % |
Three Year Return | 4.64 % | 3.60 % |
Five Year Return | 10.24 % | 3.24 % |
Ten Year Return | 9.41 % | 1.79 % |
Net Asset | 8.9 B | 4.11 B |
Cash Position Weight | 0.41 % | 10.61 % |
Equity Positions Weight | 99.59 % | 63.90 % |
Oppenheimer Global Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oppenheimer . 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 | 82.18 | |||
Day Typical Price | 82.18 | |||
Price Action Indicator | 0.18 | |||
Period Momentum Indicator | 0.35 | |||
Relative Strength Index | 73.59 |
About Oppenheimer Global Buy or Sell Advice
When is the right time to buy or sell Oppenheimer Global? Buying financial instruments such as Oppenheimer 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 Oppenheimer Global 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 Consumption Thematic Idea Now
Consumption
Companies that deliver final goods such as cars or clothing for consumption by consumers. The Consumption theme has 18 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 Consumption Theme or any other thematic opportunities.
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Check out Oppenheimer Global 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 Oppenheimer Global information on this page should be used as a complementary analysis to other Oppenheimer Global'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 Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
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When running Oppenheimer Global's price analysis, check to measure Oppenheimer Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Global is operating at the current time. Most of Oppenheimer Global's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Global's price. Additionally, you may evaluate how the addition of Oppenheimer Global to your portfolios can decrease your overall portfolio volatility.
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