Plumb Mutual Fund Buy Hold or Sell Recommendation

PLBBX -  USA Fund  

USD 42.42  0.18  0.42%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Plumb Balanced is 'Buy'. Macroaxis provides Plumb Balanced buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PLBBX positions. The advice algorithm takes into account all of Plumb Balanced's available fundamental, technical, and predictive indicators you will find on this site.

Plumb Advice 

 
Refresh
The advice is provided from Plumb Balanced's buy-and-hold perspective. Please check Plumb Balanced 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 Plumb and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Plumb Balanced.

Execute Plumb Balanced Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Plumb BalancedBuy Plumb Balanced
Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Plumb Balanced has a Risk Adjusted Performance of (0.009146), Jensen Alpha of (0.022069), Total Risk Alpha of (0.035685) and Treynor Ratio of (0.08)
Plumb Balanced advice module can be used to check and cross-verify current recommendation provided by analysts analyzing the entity's potential to grow using all of fundamental, technical, data market data available at the time. Use Plumb Balanced price to book, three year return, as well as the relationship between the Three Year Return and last dividend paid to ensure your buy or sell decision on Plumb Balanced is adequate.

Plumb Balanced Trading Alerts and Improvement Suggestions

Plumb Balanced generated a negative expected return over the last 90 days
Plumb Balanced is unlikely to experience financial distress in the next 2 years
The fund maintains about 29.48% of its assets in bonds

Plumb Balanced Returns Distribution Density

The distribution of Plumb Balanced's historical returns is an attempt to chart the future uncertainty of Plumb Balanced's future price movements. The chart of the probability distribution of Plumb Balanced stock daily returns describes the distribution of returns around its average expected value. We use Plumb Balanced price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Plumb Balanced returns is essential to provide solid investment advice for Plumb Balanced stock.
Mean Return-0.0081Value At Risk-0.91
Potential Upside1.02Standard Deviation0.66
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Plumb Balanced 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.

Plumb Balanced 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 Plumb Balanced or Plumb Funds 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 Plumb Balanced 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 Plumb 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
-0.02
β
Beta against DOW0.21
σ
Overall volatility
0.67
Ir
Information ratio -0.06

Plumb Balanced Volatility Alert

Plumb Balanced exhibits very low volatility with skewness of -0.48 and kurtosis of 0.89. However, we advise investors to further study Plumb Balanced 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 Plumb Balanced'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 Plumb Balanced'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.

Plumb Balanced Fundamentals Vs Peers

Comparing Plumb Balanced'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 Plumb Balanced's direct or indirect competition across all of the common fundamentals between Plumb Balanced and the related equities. This way, we can detect undervalued stocks with similar characteristics as Plumb Balanced or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Plumb Balanced's fundamental indicators could also be used in its relative valuation, which is a method of valuing Plumb Balanced by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Plumb Balanced to competition
FundamentalsPlumb BalancedPeer Average
Price to Earning22.08 X6.53 X
Price to Book3.52 X0.74 X
Price to Sales2.48 X0.61 X
One Year Return8.84 %4.15 %
Three Year Return9.88 %3.60 %
Five Year Return8.59 %3.24 %
Ten Year Return9.31 %1.79 %
Net Asset137.89 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Last Dividend Paid0.160.65
Cash Position Weight0.76 %10.61 %
Equity Positions Weight67.88 %63.90 %
Bond Positions Weight29.48 %11.24 %

About Plumb Balanced Buy or Sell Advice

When is the right time to buy or sell Plumb Balanced? Buying financial instruments such as Plumb 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 Plumb Balanced 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.

Use Investing Ideas to Build Portfolios

In addition to having Plumb Balanced 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 Stores Thematic Idea Now

Stores
Stores Theme
Companies providing different types of retail and wholesale services. Stores theme has 30 constituents.
View All  Next Launch Stores
Please check Plumb Balanced 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 Plumb Balanced information on this page should be used as a complementary analysis to other Plumb Balanced'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 Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

Complementary Tools for Plumb Mutual Fund analysis

When running Plumb Balanced price analysis, check to measure Plumb Balanced'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 Plumb Balanced is operating at the current time. Most of Plumb Balanced's value examination focuses on studying past and present price action to predict the probability of Plumb Balanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Plumb Balanced's price. Additionally, you may evaluate how the addition of Plumb Balanced to your portfolios can decrease your overall portfolio volatility.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Please note, there is a significant difference between Plumb Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Plumb Balanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Plumb Balanced'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.