PVCMX Mutual Fund Buy Hold or Sell Recommendation

PVCMX -  USA Fund  

USD 12.22  0.07  0.58%

Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Palm Valley Capital is 'Strong Hold'. Macroaxis provides Palm Valley buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PVCMX positions. The advice algorithm takes into account all of Palm Valley's available fundamental, technical, and predictive indicators you will find on this site.

Search Advice 

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

Execute Palm Valley Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Palm ValleyBuy Palm Valley
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Ignores market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Palm Valley Capital has a Risk Adjusted Performance of 0.0259, Jensen Alpha of 0.0116, Total Risk Alpha of (0.022142), Sortino Ratio of (0.17) and Treynor Ratio of (0.1)
Our trade recommendations tool can cross-verify current analyst consensus on Palm Valley Capital and to analyze the entity potential to grow in the current economic cycle. Please employ Palm Valley number of employees and equity positions weight to make buy, hold, or sell decision on Palm Valley Capital.

Palm Valley Trading Alerts and Improvement Suggestions

Palm Valley Capital is unlikely to experience financial distress in the next 2 years
The fund maintains about 80.38% of its assets in cash

Palm Valley Returns Distribution Density

The distribution of Palm Valley's historical returns is an attempt to chart the future uncertainty of Palm Valley's future price movements. The chart of the probability distribution of Palm Valley stock daily returns describes the distribution of returns around its average expected value. We use Palm Valley Capital price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Palm Valley returns is essential to provide solid investment advice for Palm Valley stock.
Mean Return0.0169Value At Risk-0.34
Potential Upside0.50Standard Deviation0.31
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Palm Valley 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.

Palm Valley 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 Palm Valley or Palm Valley 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 Palm Valley 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 PVCMX 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
0.011604
β
Beta against DOW-0.07
σ
Overall volatility
0.30
Ir
Information ratio -0.2

Palm Valley Volatility Alert

Palm Valley Capital exhibits very low volatility with skewness of -1.93 and kurtosis of 20.24. However, we advise investors to further study Palm Valley Capital 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 Palm Valley'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 Palm Valley'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.

Palm Valley Fundamentals Vs Peers

Comparing Palm Valley'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 Palm Valley's direct or indirect competition across all of the common fundamentals between Palm Valley and the related equities. This way, we can detect undervalued stocks with similar characteristics as Palm Valley or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Palm Valley's fundamental indicators could also be used in its relative valuation, which is a method of valuing Palm Valley by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Palm Valley to competition
FundamentalsPalm ValleyPeer Average
One Year Return10.89 %4.15 %
Net Asset41.33 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Cash Position Weight80.38 %10.61 %
Equity Positions Weight14.89 %63.90 %

About Palm Valley Buy or Sell Advice

When is the right time to buy or sell Palm Valley Capital? Buying financial instruments such as PVCMX 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 Palm Valley 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 Palm Valley 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 Moderate Thematic Idea Now

Moderate
Moderate Theme
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Moderate theme has 40 constituents.
View All  Next Launch Moderate
Please check Palm Valley 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 Palm Valley Capital information on this page should be used as a complementary analysis to other Palm Valley'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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for PVCMX Mutual Fund analysis

When running Palm Valley Capital price analysis, check to measure Palm Valley'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 Palm Valley is operating at the current time. Most of Palm Valley's value examination focuses on studying past and present price action to predict the probability of Palm Valley's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Palm Valley's price. Additionally, you may evaluate how the addition of Palm Valley to your portfolios can decrease your overall portfolio volatility.
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Please note, there is a significant difference between Palm Valley's value and its price as these two are different measures arrived at by different means. Investors typically determine Palm Valley value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Palm Valley'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.