Holbrook Mutual Fund Buy Hold or Sell Recommendation

HOBAX -  USA Fund  

USD 10.11  0.01  0.1%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Holbrook Income is 'Strong Hold'. Macroaxis provides Holbrook Income buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HOBAX positions. The advice algorithm takes into account all of Holbrook Income's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Holbrook Income's buy-and-hold perspective. Please check Holbrook Income 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. We conduct extensive research on individual funds such as Holbrook and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Holbrook Income.

Execute Holbrook Income Buy or Sell Advice

The Holbrook recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Holbrook Income. Macroaxis does not own or have any residual interests in Holbrook Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Holbrook Income's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Holbrook IncomeBuy Holbrook Income
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Holbrook Income has a Risk Adjusted Performance of (0.65), Jensen Alpha of (0.08), Total Risk Alpha of (0.019869) and Treynor Ratio of 6.13
Our advice tool can cross-verify current analyst consensus on Holbrook Income and to analyze the fund potential to grow in the current economic cycle. Please utilize Holbrook Income total asset to make buy, hold, or sell decision on Holbrook Income.

Holbrook Income Trading Alerts and Improvement Suggestions

Holbrook Income generated a negative expected return over the last 90 days
Holbrook Income is unlikely to experience financial distress in the next 2 years
The fund retains about 5.12% of its assets under management (AUM) in cash

Holbrook Income Returns Distribution Density

The distribution of Holbrook Income's historical returns is an attempt to chart the future uncertainty of Holbrook Income's future price movements. The chart of the probability distribution of Holbrook Income stock daily returns describes the distribution of returns around its average expected value. We use Holbrook Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Holbrook Income returns is essential to provide solid investment advice for Holbrook Income stock.
Mean Return-0.06Value At Risk-0.3
Potential Upside0.1Standard Deviation0.19
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Holbrook Income 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.

Holbrook Income 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 Holbrook Income or Holbrook Holdings 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 Holbrook Income stock's price will be affected by overall stock 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 Holbrook stock'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 DOW
-0.08
β
Beta against DOW-0.01
σ
Overall volatility
0.18
Ir
Information ratio 2.21

Holbrook Income Volatility Alert

Holbrook Income exhibits very low volatility with skewness of 0.12 and kurtosis of 5.83. However, we advise investors to further study Holbrook Income technical indicators to make sure 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 Holbrook Income's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Holbrook Income'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.

Holbrook Income Implied Volatility

Holbrook Income's implied volatility exposes the market's sentiment of Holbrook Income stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Holbrook Income's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Holbrook Income stock will not fluctuate a lot when Holbrook Income's options are near their expiration.

Holbrook Income Fundamentals Vs Peers

Comparing Holbrook Income'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 Holbrook Income's direct or indirect competition across all of the common fundamentals between Holbrook Income and the related equities. This way, we can detect undervalued stocks with similar characteristics as Holbrook Income or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Holbrook Income's fundamental indicators could also be used in its relative valuation, which is a method of valuing Holbrook Income by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Holbrook Income to competition
FundamentalsHolbrook IncomePeer Average
Net Asset671.06 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Cash Position Weight5.12 %10.61 %
Bond Positions Weight70.52 %11.24 %

About Holbrook Income Buy or Sell Advice

When is the right time to buy or sell Holbrook Income? Buying financial instruments such as Holbrook Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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. Although Holbrook Income investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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In addition to having Holbrook Income 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.

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Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 47 constituents.
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 Macroaxis Picks Theme or any other thematic opportunities.
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Please check Holbrook Income 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 Holbrook Income information on this page should be used as a complementary analysis to other Holbrook Income'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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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Please note, there is a significant difference between Holbrook Income's value and its price as these two are different measures arrived at by different means. Investors typically determine Holbrook Income value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Holbrook Income'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.