Invesco Financial Preferred Etf Buy Hold or Sell Recommendation
| PGF Etf | USD 14.72 0.20 1.38% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Invesco Financial Preferred is 'Strong Hold'. Macroaxis provides Invesco Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PGF positions. The advice algorithm takes into account all of Invesco Financial's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Financial's buy or sell advice are summarized below:
Real Value 14.74 | Hype Value 14.72 | Market Value 14.72 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Financial Preferred given historical horizon and risk tolerance towards Invesco Financial. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Financial Preferred, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco Financial Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Financial Preferred. Macroaxis does not own or have any residual interests in Invesco Financial Preferred or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details |
Invesco Financial Trading Alerts and Improvement Suggestions
| Invesco Financial generated a negative expected return over the last 90 days | |
| The company has a current ratio of 0.22, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Invesco Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Invesco Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Invesco Financial sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Invesco to invest in growth at high rates of return. When we think about Invesco Financial's use of debt, we should always consider it together with cash and equity. | |
| Latest headline from seekingalpha.com: Invesco Financial Preferred ETF declares monthly distribution of 0.0900 | |
| The fund generated three year return of -3.0% | |
| Invesco Financial maintains all of the assets in different exotic instruments |
Invesco Financial Returns Distribution Density
The distribution of Invesco Financial's historical returns is an attempt to chart the uncertainty of Invesco Financial's future price movements. The chart of the probability distribution of Invesco Financial daily returns describes the distribution of returns around its average expected value. We use Invesco Financial Preferred price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Financial returns is essential to provide solid investment advice for Invesco Financial.
| Mean Return | 0.02 | Value At Risk | -1.25 | Potential Upside | 0.86 | Standard Deviation | 0.60 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Financial 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.
Invesco Financial 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 Invesco Financial 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 Invesco Financial's price will be affected by overall etf 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 Invesco etf'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 | -0.05 | |
β | Beta against NYSE Composite | 0.66 | |
σ | Overall volatility | 0.60 | |
Ir | Information ratio | -0.12 |
Invesco Financial Volatility Alert
Invesco Financial Preferred has low volatility with Treynor Ratio of 0.02, Maximum Drawdown of 2.88 and kurtosis of 1.65. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Financial's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Financial's etf 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.Invesco Financial Fundamentals Vs Peers
Comparing Invesco Financial'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 Invesco Financial's direct or indirect competition across all of the common fundamentals between Invesco Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Financial or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Financial to competition |
| Fundamentals | Invesco Financial | Peer Average |
| Beta | 1.4 | |
| One Year Return | 5.40 % | (0.97) % |
| Three Year Return | (2.80) % | 3.23 % |
| Five Year Return | 0.90 % | 1.12 % |
| Ten Year Return | 3.60 % | 1.20 % |
| Net Asset | 1.2 B | 2.29 B |
| Last Dividend Paid | 0.076 | 0.14 |
Invesco Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . 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.
About Invesco Financial Buy or Sell Advice
When is the right time to buy or sell Invesco Financial Preferred? Buying financial instruments such as Invesco Etf 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.
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Check out Invesco Financial 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 Invesco Financial information on this page should be used as a complementary analysis to other Invesco Financial'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 AI Investment Finder module to use AI to screen and filter profitable investment opportunities.
The market value of Invesco Financial is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Financial's value that differs from its market value or its book value, called intrinsic value, which is Invesco Financial'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 Invesco Financial's market value can be influenced by many factors that don't directly affect Invesco Financial'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 Invesco Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Financial'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.