Invesco Dwa Smallcap Etf Buy Hold or Sell Recommendation
| DWAS Etf | USD 81.88 0.67 0.81% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Invesco DWA SmallCap is 'Strong Hold'. Macroaxis provides Invesco DWA buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DWAS positions. The advice algorithm takes into account all of Invesco DWA's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco DWA's buy or sell advice are summarized below:
Real Value 83 | Hype Value 81.84 | Market Value 81.88 | Naive Value 79.4 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco DWA SmallCap given historical horizon and risk tolerance towards Invesco DWA. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco DWA SmallCap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco DWA Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco DWA SmallCap. Macroaxis does not own or have any residual interests in Invesco DWA SmallCap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco DWA's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details |
Invesco DWA Trading Alerts and Improvement Suggestions
| Invesco DWA SmallCap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Raymond James Associates Has 20.44 Million Holdings in Invesco DWA SmallCap Momentum ETF NASDAQ ... - Defense World | |
| The fund retains 99.93% of its assets under management (AUM) in equities |
Invesco DWA Returns Distribution Density
The distribution of Invesco DWA's historical returns is an attempt to chart the uncertainty of Invesco DWA's future price movements. The chart of the probability distribution of Invesco DWA daily returns describes the distribution of returns around its average expected value. We use Invesco DWA SmallCap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco DWA returns is essential to provide solid investment advice for Invesco DWA.
| Mean Return | 0.04 | Value At Risk | -2.28 | Potential Upside | 2.28 | Standard Deviation | 1.41 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco DWA 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.
Invesco DWA 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 Invesco DWA or Invesco 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 Invesco DWA'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 Invesco 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 | -0.08 | |
β | Beta against NYSE Composite | 1.81 | |
σ | Overall volatility | 1.41 | |
Ir | Information ratio | -0.02 |
Invesco DWA Volatility Alert
Invesco DWA SmallCap has relatively low volatility with skewness of -0.15 and kurtosis of -0.34. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco DWA'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 Invesco DWA'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.Invesco DWA Fundamentals Vs Peers
Comparing Invesco DWA'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 Invesco DWA's direct or indirect competition across all of the common fundamentals between Invesco DWA and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco DWA or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Invesco DWA's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco DWA by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco DWA to competition |
| Fundamentals | Invesco DWA | Peer Average |
| Price To Earning | 21.76 X | 3.15 X |
| Price To Book | 2.60 X | 0.39 X |
| Price To Sales | 1.27 X | 0.33 X |
| Beta | 1.05 | |
| One Year Return | 13.60 % | (0.97) % |
| Three Year Return | 0.30 % | 3.23 % |
| Five Year Return | 11.20 % | 1.12 % |
| Ten Year Return | 8.90 % | 1.20 % |
| Net Asset | 343.39 M | 2.29 B |
| Last Dividend Paid | 0.068 | 0.14 |
| Equity Positions Weight | 99.93 % | 52.82 % |
Invesco DWA Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . 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 Invesco DWA Buy or Sell Advice
When is the right time to buy or sell Invesco DWA SmallCap? Buying financial instruments such as Invesco 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 Invesco DWA 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 Recreation Thematic Idea Now
Recreation
Companies involved in production and services of recreational goods, foods, and accessories. The Recreation theme has 45 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 Recreation Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Invesco DWA 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 Invesco DWA SmallCap information on this page should be used as a complementary analysis to other Invesco DWA's 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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
The market value of Invesco DWA SmallCap is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco DWA's value that differs from its market value or its book value, called intrinsic value, which is Invesco DWA'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 Invesco DWA's market value can be influenced by many factors that don't directly affect Invesco DWA'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 Invesco DWA's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco DWA is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco DWA'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.