Utilities Select Sector Etf Buy Hold or Sell Recommendation
| XLU Etf | USD 64.08 1.31 2.09% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Utilities Select Sector is 'Strong Sell'. Macroaxis provides Utilities Select buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding XLU positions. The advice algorithm takes into account all of Utilities Select's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Utilities Select's buy or sell advice are summarized below:
Real Value 63.74 | Hype Value 64.08 | Market Value 64.08 | Naive Value 63.14 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Utilities Select Sector given historical horizon and risk tolerance towards Utilities Select. When Macroaxis issues a 'buy' or 'sell' recommendation for Utilities Select Sector, the advice is generated through an automated system that utilizes algorithms and statistical models.
Utilities |
Execute Utilities Select Buy or Sell Advice
The Utilities recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Utilities Select Sector. Macroaxis does not own or have any residual interests in Utilities Select Sector or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Utilities Select's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | 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 |
Utilities Select Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Duke Energy least shorted utility stock in March - Seeking Alpha | |
| The fund keeps 99.83% of its net assets in stocks |
Utilities Select Returns Distribution Density
The distribution of Utilities Select's historical returns is an attempt to chart the uncertainty of Utilities Select's future price movements. The chart of the probability distribution of Utilities Select daily returns describes the distribution of returns around its average expected value. We use Utilities Select Sector price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Utilities Select returns is essential to provide solid investment advice for Utilities Select.
| Mean Return | 0.04 | Value At Risk | -1.71 | Potential Upside | 1.89 | Standard Deviation | 1.04 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Utilities Select 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.
Utilities Select 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 Utilities Select or SPDR State Street Global Advisors 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 Utilities Select'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 Utilities 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 | 0.03 | |
β | Beta against NYSE Composite | -0.13 | |
σ | Overall volatility | 1.03 | |
Ir | Information ratio | -0.03 |
Utilities Select Volatility Alert
Utilities Select Sector has relatively low volatility with skewness of 0.18 and kurtosis of 0.04. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Utilities Select'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 Utilities Select'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.Utilities Select Implied Volatility
Utilities Select's implied volatility exposes the market's sentiment of Utilities Select Sector stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Utilities Select's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Utilities Select stock will not fluctuate a lot when Utilities Select's options are near their expiration.
Utilities Select Fundamentals Vs Peers
Comparing Utilities Select'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 Utilities Select's direct or indirect competition across all of the common fundamentals between Utilities Select and the related equities. This way, we can detect undervalued stocks with similar characteristics as Utilities Select or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Utilities Select's fundamental indicators could also be used in its relative valuation, which is a method of valuing Utilities Select by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Utilities Select to competition |
| Fundamentals | Utilities Select | Peer Average |
| Price To Earning | 7.09 X | 3.15 X |
| Price To Book | 1.74 X | 0.39 X |
| Price To Sales | 1.77 X | 0.33 X |
| Beta | 0.75 | |
| One Year Return | (4.30) % | (0.97) % |
| Three Year Return | 1.50 % | 3.23 % |
| Five Year Return | 5.60 % | 1.12 % |
| Ten Year Return | 7.70 % | 1.20 % |
| Net Asset | 15.99 B | 2.29 B |
| Last Dividend Paid | 0.48 | 0.14 |
| Equity Positions Weight | 99.83 % | 52.82 % |
Utilities Select Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Utilities . 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 Utilities Select Buy or Sell Advice
When is the right time to buy or sell Utilities Select Sector? Buying financial instruments such as Utilities 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.
Use Investing Ideas to Build Portfolios
In addition to having Utilities Select 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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Macroaxis small cap, aggressive-outlook picks designed for investors that are willing to accept higher levels of risk to hedge exposure to above-average market volatility. The Aggressive Defence theme has 50 constituents at this time.
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Check out Utilities Select 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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Utilities Select Sector is measured differently than its book value, which is the value of Utilities that is recorded on the company's balance sheet. Investors also form their own opinion of Utilities Select's value that differs from its market value or its book value, called intrinsic value, which is Utilities Select'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 Utilities Select's market value can be influenced by many factors that don't directly affect Utilities Select'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 Utilities Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Utilities Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Utilities Select'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.