Shelton Green Alpha Fund Buy Hold or Sell Recommendation
| NEXTX Fund | USD 30.71 0.18 0.59% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Shelton Green Alpha is 'Strong Sell'. Macroaxis provides Shelton Green buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NEXTX positions. The advice algorithm takes into account all of Shelton Green's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Shelton Green's buy or sell advice are summarized below:
Real Value 30.74 | Hype Value 30.71 | Market Value 30.71 | Naive Value 29.78 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Shelton Green Alpha given historical horizon and risk tolerance towards Shelton Green. When Macroaxis issues a 'buy' or 'sell' recommendation for Shelton Green Alpha, the advice is generated through an automated system that utilizes algorithms and statistical models.
Shelton |
Execute Shelton Green Buy or Sell Advice
The Shelton recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Shelton Green Alpha. Macroaxis does not own or have any residual interests in Shelton Green Alpha or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Shelton Green's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Shelton Green Trading Alerts and Improvement Suggestions
| The fund generated three year return of -9.0% | |
| Shelton Green Alpha maintains 97.39% of its assets in stocks |
Shelton Green Returns Distribution Density
The distribution of Shelton Green's historical returns is an attempt to chart the uncertainty of Shelton Green's future price movements. The chart of the probability distribution of Shelton Green daily returns describes the distribution of returns around its average expected value. We use Shelton Green Alpha price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Shelton Green returns is essential to provide solid investment advice for Shelton Green.
| Mean Return | 0.07 | Value At Risk | -1.85 | Potential Upside | 1.87 | Standard Deviation | 1.13 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Shelton Green 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.
Shelton Green 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 Shelton Green or Shelton Capital Management 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 Shelton Green'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 Shelton 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 | -0.1 | |
σ | Overall volatility | 1.14 | |
Ir | Information ratio | -0.02 |
Shelton Green Volatility Alert
Shelton Green Alpha has relatively low volatility with skewness of -0.3 and kurtosis of 0.74. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Shelton Green'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 Shelton Green'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.Shelton Green Fundamentals Vs Peers
Comparing Shelton Green'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 Shelton Green's direct or indirect competition across all of the common fundamentals between Shelton Green and the related equities. This way, we can detect undervalued stocks with similar characteristics as Shelton Green or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Shelton Green's fundamental indicators could also be used in its relative valuation, which is a method of valuing Shelton Green by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Shelton Green to competition |
| Fundamentals | Shelton Green | Peer Average |
| Price To Earning | 18.35 X | 6.53 X |
| Price To Book | 1.95 X | 0.74 X |
| Price To Sales | 1.00 X | 0.61 X |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 1.08 % | 0.39 % |
| One Year Return | (5.35) % | 4.15 % |
| Three Year Return | (9.43) % | 3.60 % |
| Five Year Return | 12.23 % | 3.24 % |
| Net Asset | 202.29 M | 4.11 B |
| Minimum Initial Investment | 1 K | 976.16 K |
| Cash Position Weight | 2.62 % | 10.61 % |
| Equity Positions Weight | 97.39 % | 63.90 % |
Shelton Green Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Shelton . 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 | 30.71 | |||
| Day Typical Price | 30.71 | |||
| Price Action Indicator | 0.09 | |||
| Period Momentum Indicator | 0.18 |
About Shelton Green Buy or Sell Advice
When is the right time to buy or sell Shelton Green Alpha? Buying financial instruments such as Shelton 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 Shelton Green 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 Baby Boomer Prospects Thematic Idea Now
Baby Boomer Prospects
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 99 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 Baby Boomer Prospects Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Shelton Green 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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.