Global Franchise Portfolio Fund Buy Hold or Sell Recommendation
| MSGFX Fund | USD 32.18 0.05 0.16% |
Assuming the 90 days horizon and your bold attitude towards risk, our recommendation regarding Global Franchise Portfolio is 'Buy'. Macroaxis provides Global Franchise buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MSGFX positions. The advice algorithm takes into account all of Global Franchise's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Global Franchise's buy or sell advice are summarized below:
Real Value 32.48 | Hype Value 32.18 | Market Value 32.18 | Naive Value 31.9 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Global Franchise Portfolio given historical horizon and risk tolerance towards Global Franchise. When Macroaxis issues a 'buy' or 'sell' recommendation for Global Franchise Portfolio, the advice is generated through an automated system that utilizes algorithms and statistical models.
Global |
Execute Global Franchise 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 Franchise Portfolio. Macroaxis does not own or have any residual interests in Global Franchise Portfolio or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Global Franchise's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Global Franchise Trading Alerts and Improvement Suggestions
| Global Franchise Por generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Fees for funds keep dropping, and investors pocket the rewards - Quartz | |
| The fund maintains 98.08% of its assets in stocks |
Global Franchise Returns Distribution Density
The distribution of Global Franchise's historical returns is an attempt to chart the uncertainty of Global Franchise's future price movements. The chart of the probability distribution of Global Franchise daily returns describes the distribution of returns around its average expected value. We use Global Franchise Portfolio price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Global Franchise returns is essential to provide solid investment advice for Global Franchise.
| Mean Return | -0.02 | Value At Risk | -1.37 | Potential Upside | 0.91 | Standard Deviation | 0.66 |
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 Franchise 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 Franchise 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 Franchise 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 Franchise'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 | -0.07 | |
β | Beta against NYSE Composite | 0.92 | |
σ | Overall volatility | 0.67 | |
Ir | Information ratio | -0.12 |
Global Franchise Volatility Alert
Global Franchise Portfolio exhibits very low volatility with skewness of -0.32 and kurtosis of 0.27. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Global Franchise'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 Franchise'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 financial instruments as prices fall.Global Franchise Fundamentals Vs Peers
Comparing Global Franchise'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 Franchise's direct or indirect competition across all of the common fundamentals between Global Franchise and the related equities. This way, we can detect undervalued stocks with similar characteristics as Global Franchise or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Global Franchise's fundamental indicators could also be used in its relative valuation, which is a method of valuing Global Franchise by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Global Franchise to competition |
| Fundamentals | Global Franchise | Peer Average |
| Year To Date Return | 2.36 % | 0.39 % |
| One Year Return | 7.69 % | 4.15 % |
| Three Year Return | 2.77 % | 3.60 % |
| Five Year Return | 7.41 % | 3.24 % |
| Ten Year Return | 11.84 % | 1.79 % |
| Net Asset | 2.97 B | 4.11 B |
| Cash Position Weight | 1.92 % | 10.61 % |
| Equity Positions Weight | 98.08 % | 63.90 % |
Global Franchise Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Global . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 32.18 | |||
| Day Typical Price | 32.18 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.05) | |||
| Relative Strength Index | 41.97 |
About Global Franchise Buy or Sell Advice
When is the right time to buy or sell Global Franchise 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 Franchise 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 Long/short ETFs Thematic Idea Now
Long/short ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Long/short ETFs theme has 22 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 Long/short ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Global Franchise 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 Global Franchise Por information on this page should be used as a complementary analysis to other Global Franchise'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 Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.