Robinson Tax Advantaged Fund Buy Hold or Sell Recommendation
| ROBCX Fund | USD 8.56 0.03 0.35% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Robinson Tax Advantaged is 'Hold'. Macroaxis provides Robinson Tax buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ROBCX positions. The advice algorithm takes into account all of Robinson Tax's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Robinson Tax's buy or sell advice are summarized below:
Real Value 8.57 | Hype Value 8.56 | Market Value 8.56 | Naive Value 8.58 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Robinson Tax Advantaged given historical horizon and risk tolerance towards Robinson Tax. When Macroaxis issues a 'buy' or 'sell' recommendation for Robinson Tax Advantaged, the advice is generated through an automated system that utilizes algorithms and statistical models.
Robinson |
Execute Robinson Tax Buy or Sell Advice
The Robinson recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Robinson Tax Advantaged. Macroaxis does not own or have any residual interests in Robinson Tax Advantaged or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Robinson Tax's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Robinson Tax Trading Alerts and Improvement Suggestions
| The fund generated three year return of -1.0% | |
| Robinson Tax Advantaged maintains most of the assets in different exotic instruments. |
Robinson Tax Returns Distribution Density
The distribution of Robinson Tax's historical returns is an attempt to chart the uncertainty of Robinson Tax's future price movements. The chart of the probability distribution of Robinson Tax daily returns describes the distribution of returns around its average expected value. We use Robinson Tax Advantaged price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Robinson Tax returns is essential to provide solid investment advice for Robinson Tax.
| Mean Return | 0.04 | Value At Risk | -0.46 | Potential Upside | 0.58 | Standard Deviation | 0.29 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Robinson Tax 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.
Robinson Tax 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 Robinson Tax or Liberty Street 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 Robinson Tax'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 Robinson 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 | 0.02 | |
β | Beta against NYSE Composite | 0.18 | |
σ | Overall volatility | 0.29 | |
Ir | Information ratio | -0.19 |
Robinson Tax Volatility Alert
Robinson Tax Advantaged exhibits very low volatility with skewness of 0.06 and kurtosis of -0.27. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Robinson Tax'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 Robinson Tax'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.Robinson Tax Fundamentals Vs Peers
Comparing Robinson Tax'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 Robinson Tax's direct or indirect competition across all of the common fundamentals between Robinson Tax and the related equities. This way, we can detect undervalued stocks with similar characteristics as Robinson Tax or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Robinson Tax's fundamental indicators could also be used in its relative valuation, which is a method of valuing Robinson Tax by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Robinson Tax to competition |
| Fundamentals | Robinson Tax | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 1.98 % | 0.39 % |
| One Year Return | 6.34 % | 4.15 % |
| Three Year Return | (1.02) % | 3.60 % |
| Five Year Return | 1.41 % | 3.24 % |
| Net Asset | 194.59 M | 4.11 B |
| Last Dividend Paid | 0.01 | 0.65 |
| Cash Position Weight | (1.41) % | 10.61 % |
| Equity Positions Weight | 0.46 % | 63.90 % |
| Bond Positions Weight | 4.31 % | 11.24 % |
Robinson Tax Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Robinson . 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 | 8.56 | |||
| Day Typical Price | 8.56 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.03 |
About Robinson Tax Buy or Sell Advice
When is the right time to buy or sell Robinson Tax Advantaged? Buying financial instruments such as Robinson 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 Robinson Tax 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?
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Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 46 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 Moderate Funds Theme or any other thematic opportunities.
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Check out Robinson Tax 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 Robinson Tax Advantaged information on this page should be used as a complementary analysis to other Robinson Tax'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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.