Fulcrum Diversified Absolute Fund Buy Hold or Sell Recommendation
FARIX Fund | USD 9.36 0.05 0.54% |
Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Fulcrum Diversified Absolute is 'Strong Buy'. Macroaxis provides Fulcrum Diversified buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FARIX positions. The advice algorithm takes into account all of Fulcrum Diversified's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value 9.31 | Hype Value 9.36 | Market Value 9.36 | Naive Value 9.33 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Fulcrum Diversified Absolute given historical horizon and risk tolerance towards Fulcrum Diversified. When Macroaxis issues a 'buy' or 'sell' recommendation for Fulcrum Diversified Absolute, the advice is generated through an automated system that utilizes algorithms and statistical models.
Fulcrum |
Execute Fulcrum Diversified Buy or Sell Advice
The Fulcrum recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Fulcrum Diversified Absolute. Macroaxis does not own or have any residual interests in Fulcrum Diversified Absolute or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fulcrum Diversified's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Fulcrum Diversified Trading Alerts and Improvement Suggestions
The fund retains about 6.0% of its assets under management (AUM) in cash |
Fulcrum Diversified Returns Distribution Density
The distribution of Fulcrum Diversified's historical returns is an attempt to chart the uncertainty of Fulcrum Diversified's future price movements. The chart of the probability distribution of Fulcrum Diversified stock daily returns describes the distribution of returns around its average expected value. We use Fulcrum Diversified Absolute price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fulcrum Diversified returns is essential to provide solid investment advice for Fulcrum Diversified.
Mean Return | 0.07 | Value At Risk | -0.44 | Potential Upside | 0.55 | Standard Deviation | 0.33 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fulcrum Diversified 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.
Fulcrum Diversified 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 Fulcrum Diversified or Fulcrum 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 Fulcrum Diversified's price will be affected by overall mutual 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 Fulcrum 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 | 0.03 | |
β | Beta against NYSE Composite | 0.28 | |
σ | Overall volatility | 0.34 | |
Ir | Information ratio | -0.21 |
Fulcrum Diversified Volatility Alert
Fulcrum Diversified Absolute exhibits very low volatility with skewness of -0.13 and kurtosis of 0.37. However, we advise investors to further study Fulcrum Diversified Absolute technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fulcrum Diversified's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Fulcrum Diversified's mutual 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 stocks as prices fall.Fulcrum Diversified Fundamentals Vs Peers
Comparing Fulcrum Diversified'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 Fulcrum Diversified's direct or indirect competition across all of the common fundamentals between Fulcrum Diversified and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fulcrum Diversified or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Fulcrum Diversified's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fulcrum Diversified by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Fulcrum Diversified to competition |
Fundamentals | Fulcrum Diversified | Peer Average |
Annual Yield | 0.01 % | 0.29 % |
Year To Date Return | 2.87 % | 0.39 % |
One Year Return | 6.79 % | 4.15 % |
Three Year Return | 1.29 % | 3.60 % |
Five Year Return | 4.37 % | 3.24 % |
Net Asset | 262.79 M | 4.11 B |
Last Dividend Paid | 0.41 | 0.65 |
Cash Position Weight | 6.00 % | 10.61 % |
Equity Positions Weight | 35.84 % | 63.90 % |
Bond Positions Weight | (27.29) % | 11.24 % |
Fulcrum Diversified Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Fulcrum . 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.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 9.36 | |||
Day Typical Price | 9.36 | |||
Price Action Indicator | 0.025 | |||
Period Momentum Indicator | 0.05 | |||
Relative Strength Index | 67.51 |
About Fulcrum Diversified Buy or Sell Advice
When is the right time to buy or sell Fulcrum Diversified Absolute? Buying financial instruments such as Fulcrum Mutual 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 Fulcrum Diversified 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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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Healthcare theme has 61 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 Healthcare Theme or any other thematic opportunities.
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Check out Fulcrum Diversified 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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
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When running Fulcrum Diversified's price analysis, check to measure Fulcrum Diversified's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fulcrum Diversified is operating at the current time. Most of Fulcrum Diversified's value examination focuses on studying past and present price action to predict the probability of Fulcrum Diversified's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fulcrum Diversified's price. Additionally, you may evaluate how the addition of Fulcrum Diversified to your portfolios can decrease your overall portfolio volatility.
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