Adaptive Alpha Opportunities Etf Profile
| AGOX Etf | USD 24.02 0.32 1.31% |
Performance1 of 100
| Odds Of DistressLess than 9
|
Adaptive Alpha is trading at 24.02 as of the 18th of April 2024; that is -1.31 percent down since the beginning of the trading day. The etf's open price was 24.34. Adaptive Alpha has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Adaptive Alpha Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The funds portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. More on Adaptive Alpha Opportunities
Moving together with Adaptive Etf
| 0.91 | TDSC | Cabana Target Drawdown | PairCorr |
| 0.84 | YYY | Amplify High me | PairCorr |
| 0.75 | TDSB | Cabana Target Drawdown | PairCorr |
| 0.81 | GMOM | Cambria Global Momentum | PairCorr |
Adaptive Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Adaptive Alpha's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Adaptive Alpha or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Tactical Allocation, Adaptive ETF (View all Sectors) |
| Issuer | Adaptive Investments |
| Inception Date | 2012-09-20 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 243.75 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | The Nottingham Company |
| Advisor | The Nottingham Company |
| Custodian | Clear Street, LLC |
| Distributor | Capital Investment Group, Inc. |
| Portfolio Manager | Brian Shevland |
| Transfer Agent | Nottingham Shareholder Services LLC |
| Fiscal Year End | 31-May |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 212 |
| Market Maker | GTS |
| Total Expense | 1.63 |
| Management Fee | 1.0 |
| Country Name | USA |
| Returns Y T D | 0.14 |
| Name | Adaptive Alpha Opportunities ETF |
| Currency Code | USD |
| Open Figi | BBG010WX25M2 |
| In Threey Volatility | 15.55 |
| 1y Volatility | 11.9 |
| 200 Day M A | 23.8916 |
| 50 Day M A | 25.1406 |
| Code | AGOX |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.11 |
Adaptive Alpha Opportunities [AGOX] is traded in USA and was established 2012-09-20. The fund is listed under Tactical Allocation category and is part of Adaptive ETF family. The entity is thematically classified as Target Outcome ETFs. Adaptive Alpha Oppor presently have 161.16 M in assets under management (AUM). , while the total return for the last 3 years was 0.4%.
Check Adaptive Alpha Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Adaptive Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Adaptive Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Adaptive Alpha Opportunities Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Adaptive Alpha Opportunities Etf Constituents
| DBA | Invesco DB Agriculture | Etf | Commodities Focused |
| DBC | Invesco DB Commodity | Etf | Commodities Broad Basket |
| EFA | iShares MSCI EAFE | Etf | Foreign Large Blend |
| KCE | SPDR SP Capital | Etf | Financial |
| RYT | Invesco SP 500 | Etf | Technology |
| SKYY | First Trust Cloud | Etf | Technology |
| SMH | VanEck Semiconductor ETF | Etf | Technology |
Adaptive Alpha Target Price Odds Analysis
Based on a normal probability distribution, the odds of Adaptive Alpha jumping above the current price in 90 days from now is more than 94.0%. The Adaptive Alpha Opportunities probability density function shows the probability of Adaptive Alpha etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Adaptive Alpha has a beta of 0.8348. This suggests as returns on the market go up, Adaptive Alpha average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Adaptive Alpha Opportunities will be expected to be much smaller as well. Additionally, adaptive Alpha Opportunities has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Adaptive Alpha to move above the current price in 90 days from now is more than 94.0 (This Adaptive Alpha Opportunities probability density function shows the probability of Adaptive Etf to fall within a particular range of prices over 90 days) .
Adaptive Alpha Oppor Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Adaptive Alpha market risk premium is the additional return an investor will receive from holding Adaptive Alpha long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Adaptive Alpha. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Adaptive Alpha's alpha and beta are two of the key measurements used to evaluate Adaptive Alpha's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0183 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.04) |
Adaptive Alpha Against Markets
Picking the right benchmark for Adaptive Alpha etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Adaptive Alpha etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Adaptive Alpha is critical whether you are bullish or bearish towards Adaptive Alpha Opportunities at a given time. Please also check how Adaptive Alpha's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Adaptive Alpha without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Equity Forecasting Now
Equity ForecastingUse basic forecasting models to generate price predictions and determine price momentum |
| All Next | Launch Module |
How to buy Adaptive Etf?
Before investing in Adaptive Alpha, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Adaptive Alpha. To buy Adaptive Alpha etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Adaptive Alpha. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Adaptive Alpha etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Adaptive Alpha Opportunities etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Adaptive Alpha Opportunities etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Adaptive Alpha Opportunities, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Adaptive Etf please use our How to Invest in Adaptive Alpha guide.
Already Invested in Adaptive Alpha Opportunities?
The danger of trading Adaptive Alpha Opportunities is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Adaptive Alpha is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Adaptive Alpha. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Adaptive Alpha Oppor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Adaptive Alpha Oppor offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Adaptive Alpha's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Adaptive Alpha Opportunities Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Adaptive Alpha Opportunities Etf: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Adaptive Alpha Opportunities. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
The market value of Adaptive Alpha Oppor is measured differently than its book value, which is the value of Adaptive that is recorded on the company's balance sheet. Investors also form their own opinion of Adaptive Alpha's value that differs from its market value or its book value, called intrinsic value, which is Adaptive Alpha'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 Adaptive Alpha's market value can be influenced by many factors that don't directly affect Adaptive Alpha'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 Adaptive Alpha's value and its price as these two are different measures arrived at by different means. Investors typically determine if Adaptive Alpha is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adaptive Alpha'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.