Duff Phelps Global Fund Buy Hold or Sell Recommendation
XDPGX Fund | USD 10.78 0.10 0.94% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Duff Phelps Global is 'Hold'. Macroaxis provides Duff Phelps buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding XDPGX positions. The advice algorithm takes into account all of Duff Phelps' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Duff Phelps' buy or sell advice are summarized below:
Real Value 10.69 | Hype Value 10.78 | Market Value 10.78 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Duff Phelps Global given historical horizon and risk tolerance towards Duff Phelps. When Macroaxis issues a 'buy' or 'sell' recommendation for Duff Phelps Global, the advice is generated through an automated system that utilizes algorithms and statistical models.
Duff |
Execute Duff Phelps Buy or Sell Advice
The Duff recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Duff Phelps Global. Macroaxis does not own or have any residual interests in Duff Phelps Global or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Duff Phelps' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Hold
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Duff Phelps Returns Distribution Density
The distribution of Duff Phelps' historical returns is an attempt to chart the uncertainty of Duff Phelps' future price movements. The chart of the probability distribution of Duff Phelps daily returns describes the distribution of returns around its average expected value. We use Duff Phelps Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Duff Phelps returns is essential to provide solid investment advice for Duff Phelps.
Mean Return | 0.09 | Value At Risk | -2.1 | Potential Upside | 1.77 | Standard Deviation | 1.17 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Duff Phelps 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.
Duff Phelps 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 Duff Phelps or Utilities 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 Duff Phelps' 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 Duff 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 | -0.0051 | |
β | Beta against NYSE Composite | 1.10 | |
σ | Overall volatility | 1.19 | |
Ir | Information ratio | 0 |
Duff Phelps Volatility Alert
Duff Phelps Global has relatively low volatility with skewness of -0.66 and kurtosis of 1.79. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Duff Phelps' 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 Duff Phelps' 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.Duff Phelps Fundamentals Vs Peers
Comparing Duff Phelps' 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 Duff Phelps' direct or indirect competition across all of the common fundamentals between Duff Phelps and the related equities. This way, we can detect undervalued stocks with similar characteristics as Duff Phelps or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Duff Phelps' fundamental indicators could also be used in its relative valuation, which is a method of valuing Duff Phelps by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Duff Phelps to competition |
Fundamentals | Duff Phelps | Peer Average |
Last Dividend Paid | 0.35 | 0.65 |
Duff Phelps Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Duff . 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 | 1.01 | |||
Day Median Price | 10.78 | |||
Day Typical Price | 10.78 | |||
Price Action Indicator | 0.05 | |||
Period Momentum Indicator | 0.1 |
About Duff Phelps Buy or Sell Advice
When is the right time to buy or sell Duff Phelps Global? Buying financial instruments such as Duff 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 Duff Phelps 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 Housewares Thematic Idea Now
Housewares
Companies making housewares accessories and providing houseware services. The Housewares theme has 38 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 Housewares Theme or any other thematic opportunities.
View All Next | Launch |
Check out Duff Phelps 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 Duff Phelps Global information on this page should be used as a complementary analysis to other Duff Phelps' 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Please note, there is a significant difference between Duff Phelps' value and its price as these two are different measures arrived at by different means. Investors typically determine if Duff Phelps is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duff Phelps' 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.