Financial Services Portfolio Fund Buy Hold or Sell Recommendation

SFPIX Fund  USD 10.79  0.14  1.31%   
Assuming the 90 days horizon and your below-average risk tolerance, our recommendation regarding Financial Services Portfolio is 'Hold'. Macroaxis provides Financial Services buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SFPIX positions. The advice algorithm takes into account all of Financial Services' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Financial Services' buy or sell advice are summarized below:
Real Value
9.96
Hype Value
10.79
Market Value
10.79
Naive Value
10.75
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Financial Services Portfolio given historical horizon and risk tolerance towards Financial Services. When Macroaxis issues a 'buy' or 'sell' recommendation for Financial Services Portfolio, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Financial Services 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.
In addition, we conduct extensive research on individual funds such as FINANCIAL and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Financial Services Portfolio. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.

Execute Financial Services Buy or Sell Advice

The FINANCIAL recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Financial Services Portfolio. Macroaxis does not own or have any residual interests in Financial Services Portfolio or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Financial Services' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Financial ServicesBuy Financial Services
Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Financial Services Portfolio has a Risk Adjusted Performance of 0.1375, Jensen Alpha of 0.0413, Total Risk Alpha of 0.0039, Sortino Ratio of 0.0374 and Treynor Ratio of 0.1706
Our trade advice tool can cross-verify current analyst consensus on Financial Services and to analyze the fund potential to grow in the current economic cycle. Use Financial Services three year return and equity positions weight to ensure your buy or sell decision on Financial Services is adequate.

Financial Services Trading Alerts and Improvement Suggestions

The fund maintains 98.1% of its assets in stocks

Financial Services Returns Distribution Density

The distribution of Financial Services' historical returns is an attempt to chart the uncertainty of Financial Services' future price movements. The chart of the probability distribution of Financial Services daily returns describes the distribution of returns around its average expected value. We use Financial Services Portfolio price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Financial Services returns is essential to provide solid investment advice for Financial Services.
Mean Return
0.16
Value At Risk
-1.11
Potential Upside
1.28
Standard Deviation
0.66
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Financial Services 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.

Financial Services 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 Financial Services or Saratoga 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 Financial Services' 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 FINANCIAL 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
0.04
β
Beta against NYSE Composite0.89
σ
Overall volatility
0.68
Ir
Information ratio 0.04

Financial Services Volatility Alert

Financial Services Portfolio exhibits relatively low volatility with skewness of -0.28 and kurtosis of 0.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Financial Services' 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 Financial Services' 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.

Financial Services Fundamentals Vs Peers

Comparing Financial Services' 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 Financial Services' direct or indirect competition across all of the common fundamentals between Financial Services and the related equities. This way, we can detect undervalued stocks with similar characteristics as Financial Services or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Financial Services' fundamental indicators could also be used in its relative valuation, which is a method of valuing Financial Services by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Financial Services to competition
FundamentalsFinancial ServicesPeer Average
Price To Earning15.59 X6.53 X
Price To Book1.43 X0.74 X
Price To Sales2.39 X0.61 X
Year To Date Return8.68 %0.39 %
One Year Return31.47 %4.15 %
Three Year Return5.88 %3.60 %
Five Year Return8.29 %3.24 %
Ten Year Return4.02 %1.79 %
Net Asset1.11 M4.11 B
Minimum Initial Investment250976.16 K
Cash Position Weight1.89 %10.61 %
Equity Positions Weight98.10 %63.90 %

Financial Services Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as FINANCIAL . 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 Financial Services Buy or Sell Advice

When is the right time to buy or sell Financial Services Portfolio? Buying financial instruments such as FINANCIAL 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 Financial Services 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 Gold and Gold Mining Thematic Idea Now

Gold and Gold Mining
Gold and Gold Mining Theme
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 94 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 Gold and Gold Mining Theme or any other thematic opportunities.
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Check out Financial Services 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.
You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for FINANCIAL Mutual Fund analysis

When running Financial Services' price analysis, check to measure Financial Services' 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 Financial Services is operating at the current time. Most of Financial Services' value examination focuses on studying past and present price action to predict the probability of Financial Services' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Financial Services' price. Additionally, you may evaluate how the addition of Financial Services to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Financial Services' value and its price as these two are different measures arrived at by different means. Investors typically determine if Financial Services is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Financial Services' 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.