Wesmark Tactical is trading at 11.13 as of the 24th of April 2024; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 11.07. Wesmark Tactical has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wesmark Tactical Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of May 2022 and ending today, the 24th of April 2024. Click here to learn more.
The fund pursues its investment objective by utilizing a tactical allocation strategy. Wesmark Tactical is traded on NASDAQ Exchange in the United States. More on Wesmark Tactical Opportunity
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wesmark Tactical's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wesmark Tactical or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Wesmark Tactical Opportunity [WMKTX] is traded in USA and was established 24th of April 2024. The fund is listed under Tactical Allocation category and is part of WesMark family. This fund at this time has accumulated 42.2 M in net assets with minimum initial investment of 1 K. Wesmark Tactical Opp is currently producing year-to-date (YTD) return of 1.22% with the current yeild of 0.02%, while the total return for the last 3 years was 0.42%.
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Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wesmark Tactical market risk premium is the additional return an investor will receive from holding Wesmark Tactical 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 Wesmark Tactical. 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 Wesmark Tactical's alpha and beta are two of the key measurements used to evaluate Wesmark Tactical's performance over the market, the standard measures of volatility play an important role as well.
Picking the right benchmark for Wesmark Tactical mutual fund 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 Wesmark Tactical mutual fund 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 Wesmark Tactical is critical whether you are bullish or bearish towards Wesmark Tactical Opportunity at a given time. Please also check how Wesmark Tactical's historical prices are related to one of the top price index indicators.
Our tools can tell you how much better you can do entering a position in Wesmark Tactical 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.
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Before investing in Wesmark Tactical, 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 Wesmark Tactical. To buy Wesmark Tactical fund, you can follow these steps:
Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wesmark Tactical. 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 Wesmark Tactical fund. You can do this by transferring funds from your bank account or other investment accounts.
Place your order: Once you have located Wesmark Tactical Opportunity fund 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 Wesmark Tactical Opportunity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Wesmark Tactical Opportunity, 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 fund 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.
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The danger of trading Wesmark Tactical Opportunity is mainly related to its market volatility and Mutual Fund 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 Wesmark Tactical 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 Wesmark Tactical. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wesmark Tactical Opp 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.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wesmark Tactical Opportunity. 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 estimate. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Please note, there is a significant difference between Wesmark Tactical's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wesmark Tactical is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wesmark Tactical'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.