Global Strategist Buy Hold or Sell Recommendation

UIMPX -- USA Fund  

USD 10.54  0.01  0.1%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Global Strategist Portfolio CL is 'Hold'. Macroaxis provides Global Strategist buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding UIMPX positions. The advice algorithm takes into account all of Global Strategist Po available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from UIMPX buy-and-hold prospective. Also please take a look at Global Strategist Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Global StrategistBuy Global Strategist
Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable
For the selected time horizon Global Strategist Portfolio CL has a risk adjusted performance of 0.06, jensen alpha of 0.34, total risk alpha of 0.59, sortino ratio of 0.0 and treynor ratio of 0.20
This buy, hold, or sell suggestion tool can be used to cross verify current analyst consensus on Global Strategist and to analyze the fund potential to grow in the current economic cycle.

Returns Distribution Density

Mean Return0.2Value At Risk4.64
Potential Upside0.54Standard Deviation1.81
 Return Density 
      Distribution 

Global Strategist Greeks

α
Alpha over DOW
=0.34
β
Beta against DOW=1.00
σ
Overall volatility
=1.75
Ir
Information ratio =0.18

Global Strategist Volatility Alert

Global Strategist Portfolio CL exhibits very low volatility with skewness of -0.56 and kurtosis of 5.09. However, we advise investors to further study Global Strategist Portfolio CL technical indicators to make sure all market info is available and is reliable.

Global Strategist Alerts

Trading Alerts and Improvement Suggestions
Global Strategist Po generates negative expected return over the last 30 days
Also please take a look at Global Strategist Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.