Stone Harbor Emerging Fund Buy Hold or Sell Recommendation
| EDF Fund | USD 5.37 0.08 1.47% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Stone Harbor Emerging is 'Strong Buy'. Macroaxis provides Stone Harbor buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EDF positions. The advice algorithm takes into account all of Stone Harbor's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Stone Harbor's buy or sell advice are summarized below:
Real Value 5.78 | Hype Value 5.45 | Market Value 5.37 | Naive Value 5.54 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Stone Harbor Emerging given historical horizon and risk tolerance towards Stone Harbor. When Macroaxis issues a 'buy' or 'sell' recommendation for Stone Harbor Emerging, the advice is generated through an automated system that utilizes algorithms and statistical models.
Stone |
Execute Stone Harbor Buy or Sell Advice
The Stone recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Stone Harbor Emerging. Macroaxis does not own or have any residual interests in Stone Harbor Emerging or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Stone Harbor's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Stone Harbor Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Colorado companies join coalition in methane-seeking space mission - The Denver Post |
Stone Harbor Returns Distribution Density
The distribution of Stone Harbor's historical returns is an attempt to chart the uncertainty of Stone Harbor's future price movements. The chart of the probability distribution of Stone Harbor daily returns describes the distribution of returns around its average expected value. We use Stone Harbor Emerging price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Stone Harbor returns is essential to provide solid investment advice for Stone Harbor.
| Mean Return | 0.37 | Value At Risk | -3.51 | Potential Upside | 3.41 | Standard Deviation | 1.95 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Stone Harbor 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.
Stone Harbor 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 Stone Harbor or Financial Services 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 Stone Harbor's price will be affected by overall 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 Stone 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 | 0.33 | |
β | Beta against NYSE Composite | 0.30 | |
σ | Overall volatility | 1.96 | |
Ir | Information ratio | 0.14 |
Stone Harbor Volatility Alert
Stone Harbor Emerging has relatively low volatility with skewness of -0.16 and kurtosis of 0.85. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Stone Harbor's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Stone Harbor's 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.Stone Harbor Fundamentals Vs Peers
Comparing Stone Harbor'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 Stone Harbor's direct or indirect competition across all of the common fundamentals between Stone Harbor and the related equities. This way, we can detect undervalued stocks with similar characteristics as Stone Harbor or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of Stone Harbor's fundamental indicators could also be used in its relative valuation, which is a method of valuing Stone Harbor by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Stone Harbor to competition |
| Fundamentals | Stone Harbor | Peer Average |
| Price To Earning | 45.00 X | 6.53 X |
| Beta | 0.84 | |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 9.17 % | 0.39 % |
| One Year Return | 34.52 % | 4.15 % |
| Three Year Return | 0.37 % | 3.60 % |
| Five Year Return | 0.1 % | 3.24 % |
| Last Dividend Paid | 0.72 | 0.65 |
Stone Harbor Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Stone . 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 Stone Harbor Buy or Sell Advice
When is the right time to buy or sell Stone Harbor Emerging? Buying financial instruments such as Stone 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 Stone Harbor 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 Consumption Thematic Idea Now
Consumption
Companies that deliver final goods such as cars or clothing for consumption by consumers. The Consumption theme has 18 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 Consumption Theme or any other thematic opportunities.
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Check out Stone Harbor 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 Stone Harbor Emerging information on this page should be used as a complementary analysis to other Stone Harbor'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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.