Us Global Leaders Fund Buy Hold or Sell Recommendation
| USLIX Fund | USD 73.12 0.46 0.63% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Us Global Leaders is 'Hold'. Macroaxis provides Us Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding USLIX positions. The advice algorithm takes into account all of Us Global's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Us Global's buy or sell advice are summarized below:
Real Value 73.56 | Hype Value 73.12 | Market Value 73.12 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Us Global Leaders given historical horizon and risk tolerance towards Us Global. When Macroaxis issues a 'buy' or 'sell' recommendation for Us Global Leaders, the advice is generated through an automated system that utilizes algorithms and statistical models.
USLIX |
Execute Us Global Buy or Sell Advice
The USLIX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Us Global Leaders. Macroaxis does not own or have any residual interests in Us Global Leaders or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Us Global's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Us Global Trading Alerts and Improvement Suggestions
| The fund keeps 98.4% of its net assets in stocks |
Us Global Returns Distribution Density
The distribution of Us Global's historical returns is an attempt to chart the uncertainty of Us Global's future price movements. The chart of the probability distribution of Us Global daily returns describes the distribution of returns around its average expected value. We use Us Global Leaders price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Us Global returns is essential to provide solid investment advice for Us Global.
| Mean Return | 0.07 | Value At Risk | -1.43 | Potential Upside | 1.32 | Standard Deviation | 0.79 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Us 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.
Us 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 Us Global or John Hancock 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 Us 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 USLIX 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 | -0.01 | |
β | Beta against NYSE Composite | 1.00 | |
σ | Overall volatility | 0.79 | |
Ir | Information ratio | -0.02 |
Us Global Volatility Alert
Us Global Leaders exhibits relatively low volatility with skewness of 0.03 and kurtosis of 0.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Us 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 Us 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.Us Global Fundamentals Vs Peers
Comparing Us 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 Us Global's direct or indirect competition across all of the common fundamentals between Us Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Us Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Us Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Us Global by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Us Global to competition |
| Fundamentals | Us Global | Peer Average |
| Price To Earning | 2.53 X | 6.53 X |
| Price To Book | 4.87 X | 0.74 X |
| Price To Sales | 3.09 X | 0.61 X |
| Year To Date Return | 9.09 % | 0.39 % |
| One Year Return | 29.24 % | 4.15 % |
| Three Year Return | 3.99 % | 3.60 % |
| Five Year Return | 12.64 % | 3.24 % |
| Ten Year Return | 15.52 % | 1.79 % |
| Net Asset | 2.37 B | 4.11 B |
| Minimum Initial Investment | 250 K | 976.16 K |
| Cash Position Weight | 1.60 % | 10.61 % |
| Equity Positions Weight | 98.40 % | 63.90 % |
Us Global Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as USLIX . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 73.12 | |||
| Day Typical Price | 73.12 | |||
| Price Action Indicator | (0.23) | |||
| Period Momentum Indicator | (0.46) |
About Us Global Buy or Sell Advice
When is the right time to buy or sell Us Global Leaders? Buying financial instruments such as USLIX 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.
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Management
Companies providing management services to businesses. The Management theme has 39 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 Management Theme or any other thematic opportunities.
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Check out Us 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. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..