GLOBAL Mutual Fund Buy Hold or Sell Recommendation
| MGQIX Fund | USD 16.82 0.02 0.12% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding GLOBAL QUALITY PORTFOLIO is 'Hold'. Macroaxis provides GLOBAL QUALITY buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MGQIX positions. The advice algorithm takes into account all of GLOBAL QUALITY's available fundamental, technical, and predictive indicators you will find on this site.
Real Value 16.95 | Hype Value 16.82 | Market Value 16.82 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell GLOBAL QUALITY PORTFOLIO given historical horizon and risk tolerance towards GLOBAL QUALITY. When Macroaxis issues a 'buy' or 'sell' recommendation for GLOBAL QUALITY PORTFOLIO, the advice is generated through an automated system that utilizes algorithms and statistical models.
GLOBAL |
Execute GLOBAL QUALITY Buy or Sell Advice
The GLOBAL recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on GLOBAL QUALITY PORTFOLIO. Macroaxis does not own or have any residual interests in GLOBAL QUALITY PORTFOLIO or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute GLOBAL QUALITY's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
GLOBAL QUALITY Trading Alerts and Improvement Suggestions
| GLOBAL QUALITY generated a negative expected return over the last 90 days | |
| GLOBAL QUALITY is unlikely to experience financial distress in the next 2 years | |
| The fund maintains 96.3% of its assets in stocks |
GLOBAL QUALITY Returns Distribution Density
The distribution of GLOBAL QUALITY's historical returns is an attempt to chart the uncertainty of GLOBAL QUALITY's future price movements. The chart of the probability distribution of GLOBAL QUALITY stock daily returns describes the distribution of returns around its average expected value. We use GLOBAL QUALITY PORTFOLIO price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of GLOBAL QUALITY returns is essential to provide solid investment advice for GLOBAL QUALITY.
| Mean Return | -0.03 | Value At Risk | -0.96 | Potential Upside | 1.15 | Standard Deviation | 0.65 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of GLOBAL QUALITY 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.
GLOBAL QUALITY 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 GLOBAL QUALITY or Morgan Stanley 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 GLOBAL QUALITY'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 GLOBAL 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 | -0.04 | |
β | Beta against NYSE Composite | 0.14 | |
σ | Overall volatility | 0.66 | |
Ir | Information ratio | -0.04 |
GLOBAL QUALITY Volatility Alert
GLOBAL QUALITY PORTFOLIO exhibits very low volatility with skewness of 0.08 and kurtosis of -0.33. However, we advise investors to further study GLOBAL QUALITY PORTFOLIO 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 GLOBAL QUALITY'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 GLOBAL QUALITY'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.GLOBAL QUALITY Fundamentals Vs Peers
Comparing GLOBAL QUALITY'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 GLOBAL QUALITY's direct or indirect competition across all of the common fundamentals between GLOBAL QUALITY and the related equities. This way, we can detect undervalued stocks with similar characteristics as GLOBAL QUALITY or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of GLOBAL QUALITY's fundamental indicators could also be used in its relative valuation, which is a method of valuing GLOBAL QUALITY by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare GLOBAL QUALITY to competition |
| Fundamentals | GLOBAL QUALITY | Peer Average |
| Price to Earning | 20.27 X | 6.53 X |
| Price to Book | 4.55 X | 0.74 X |
| Price to Sales | 3.38 X | 0.61 X |
| One Year Return | 14.27 % | 4.15 % |
| Three Year Return | 10.97 % | 3.60 % |
| Five Year Return | 10.66 % | 3.24 % |
| Net Asset | 81.06 M | 4.11 B |
| Minimum Initial Investment | 5 M | 976.16 K |
| Cash Position Weight | 3.70 % | 10.61 % |
| Equity Positions Weight | 96.30 % | 63.90 % |
About GLOBAL QUALITY Buy or Sell Advice
When is the right time to buy or sell GLOBAL QUALITY PORTFOLIO? Buying financial instruments such as GLOBAL 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 GLOBAL QUALITY 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 Diversified Assets Thematic Idea Now
Diversified Assets
Pablicly traded close-end funds and other entities backed by different types of diversified investments. The Diversified Assets theme has 48 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 Diversified Assets Theme or any other thematic opportunities.
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Check out GLOBAL QUALITY 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Complementary Tools for GLOBAL Mutual Fund analysis
When running GLOBAL QUALITY's price analysis, check to measure GLOBAL QUALITY'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 GLOBAL QUALITY is operating at the current time. Most of GLOBAL QUALITY's value examination focuses on studying past and present price action to predict the probability of GLOBAL QUALITY's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move GLOBAL QUALITY's price. Additionally, you may evaluate how the addition of GLOBAL QUALITY to your portfolios can decrease your overall portfolio volatility.
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