SP 500 Etf Buy Hold or Sell Recommendation

RTM -  USA Etf  

USD 170.43  0.14  0.08%

Considering the 90-day investment horizon and your highly speculative risk level, our recommendation regarding SP 500 EW is 'Strong Buy'. Macroaxis provides SP 500 buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SP 500 positions. The advice algorithm takes into account all of SP 500's available fundamental, technical, and predictive indicators you will find on this site.

SP 500 Advice 

 
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The advice is provided from SP 500's buy-and-hold perspective. Additionally, take a look at SP 500 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 SP 500 and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards SP 500 EW.

Execute SP 500 Buy or Sell Advice

The SP 500 recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SP 500 EW. Macroaxis does not own or have any residual interests in SP 500 EW or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SP 500's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell SP 500Buy SP 500
Strong Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon SP 500 EW has a Risk Adjusted Performance of 0.0709, Jensen Alpha of 0.0567, Total Risk Alpha of 0.0477, Sortino Ratio of 0.064 and Treynor Ratio of 0.0796
Macroaxis provides trade advice on SP 500 EW to complement and cross-verify current analyst consensus on SP 500. Our advice engine determines the etf's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. Please use SP 500 EW price to earning and three year return to make buy, hold, or sell decision on SP 500 EW.

SP 500 Trading Alerts and Improvement Suggestions

SP 500 EW is unlikely to experience financial distress in the next 2 years
The fund maintains all of its assets in stocks

SP 500 Returns Distribution Density

The distribution of SP 500's historical returns is an attempt to chart the future uncertainty of SP 500's future price movements. The chart of the probability distribution of SP 500 stock daily returns describes the distribution of returns around its average expected value. We use SP 500 EW price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SP 500 returns is essential to provide solid investment advice for SP 500 stock.
Mean Return0.1Value At Risk-1.42
Potential Upside1.88Standard Deviation1.00
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SP 500 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.

SP 500 Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as SP 500 is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SP 500 EW backward and forwards among themselves. SP 500's institutional investor refers to the entity that pools money to purchase SP 500's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Avantax Advisory Services IncFund Units56.7 K9.1 M
Note, although SP 500's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

SP 500 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 SP 500 or Invesco 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 SP 500 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 SP 500 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
0.06
β
Beta against DOW1.08
σ
Overall volatility
1.01
Ir
Information ratio 0.06

SP 500 Volatility Alert

SP 500 EW has low volatility with Treynor Ratio of 0.08, Maximum Drawdown of 4.15 and kurtosis of -0.42. However, we advice all investors to further analyze SP 500 EW to make certain all market information is desiminated and is consistent with the current expectations about SP 500 upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SP 500's etf risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact SP 500's etf 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.

SP 500 Fundamentals Vs Peers

Comparing SP 500'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 SP 500's direct or indirect competition across all of the common fundamentals between SP 500 and the related equities. This way, we can detect undervalued stocks with similar characteristics as SP 500 or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of SP 500's fundamental indicators could also be used in its relative valuation, which is a method of valuing SP 500 by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare SP 500 to competition
FundamentalsSP 500Peer Average
Price to Earning21.74 X3.15 X
Price to Book3.11 X0.39 X
Price to Sales1.61 X0.33 X
One Year Return63.85 %(0.97) %
Three Year Return17.39 %3.23 %
Five Year Return15.54 %1.12 %
Ten Year Return11.43 %1.20 %
Net Asset595.22 M2.29 B
Last Dividend Paid0.570.14
Equity Positions Weight100.00 %52.82 %

SP 500 Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SP 500 . 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.
Accumulation Distribution48.74
Daily Balance Of Power(0.07)
Rate Of Daily Change1.0
Day Median Price171.46
Day Typical Price171.12
Market Facilitation Index5.0E-4
Price Action Indicator(1.10)

About SP 500 Buy or Sell Advice

When is the right time to buy or sell SP 500 EW? Buying financial instruments such as SP 500 Etf 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 SP 500 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 SP 500 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 Cars Thematic Idea Now

Cars
Cars Theme
Domestic and international companies involved in manufacturing and serving automobiles and trucks. Cars theme has 30 constituents.
View All  Next Launch Cars
Additionally, take a look at SP 500 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 SP 500 EW information on this page should be used as a complementary analysis to other SP 500'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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

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When running SP 500 EW price analysis, check to measure SP 500'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 SP 500 is operating at the current time. Most of SP 500's value examination focuses on studying past and present price action to predict the probability of SP 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SP 500's price. Additionally, you may evaluate how the addition of SP 500 to your portfolios can decrease your overall portfolio volatility.
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The market value of SP 500 EW is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SP 500's market value can be influenced by many factors that don't directly affect SP 500 EW underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500'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.