SWMC Small (Ireland) Buy Hold or Sell Recommendation

    IE00B3X68X40 -- Ireland Fund  

    EUR 139.41  3.40  2.38%

    Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding SWMC Small Cap European A EUR is 'Not Rated'. Macroaxis provides SWMC Small buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IE00B3X68X40 positions. The advice algorithm takes into account all of SWMC Small Cap available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from IE00B3X68X40 buy-and-hold prospective. Please also check Risk vs Return Analysis.

    Time Horizon

    Risk Tolerance

    Execute Advice
    Sell SWMC SmallBuy SWMC Small
    Not Rated
    For the selected time horizon SWMC Small Cap European A EUR has a risk adjusted performance of (0.006925), jensen alpha of (0.007068), total risk alpha of 0.0451, sortino ratio of 0.241 and treynor ratio of 0.4383
    Macroaxis provides recommendation on SWMC Small Cap to complement and cross-verify current analyst consensus on SWMC Small Cap European A EUR. Our buy or sell recommendation engine determines the organization potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. Please validate SWMC Small Cash Position Weight, Equity Positions Weight as well as the relationship between Equity Positions Weight and Bond Positions Weight to decide if your SWMC Small buy or sell deciscion is justified.

    SWMC Small Returns Distribution Density

    Mean Return0.004872Value At Risk0.74
    Potential Upside0.46Standard Deviation0.42
     Return Density 

    SWMC Small Alerts

    Trading Alerts and Improvement Suggestions

    SWMC Small Cap is not yet fully synchronised with the market data
    The fund retains about 37.56% of its assets under management (AUM) in cash
    Please also check Risk vs Return Analysis. Please also try Idea Breakdown module to analyze constituents of all macroaxis ideas. macroaxis investment ideas are predefined, sector-focused investing themes.
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