Western Asset Buy Hold or Sell Recommendation

WA
WABSX -- USA Fund  

USD 11.51  0.01  0.09%

Assuming the 30 trading days horizon, and your above average risk tolerance our recommendation regarding Western Asset Intermediate is 'Strong Hold'. Macroaxis provides Western Asset buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WABSX positions. The advice algorithm takes into account all of Western Asset Interm available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from WABSX buy-and-hold perspective. Check out Western Asset Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool.

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Strong Hold

Volatility

Hype Condition

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Analyst Consensus

Not Available
For the selected time horizon Western Asset Intermediate has a risk adjusted performance of 0.6455, jensen alpha of 0.0766, total risk alpha of 0.0313, sortino ratio of (1.27) and treynor ratio of (4.93)
Our recommendation tool can be used to cross verify current analyst consensus on Western Asset Interm and to analyze the fund potential to grow in the current economic cycle. Please utilize Western Asset Intermediate total asset and minimum initial investment to make buy, hold, or sell decision on Western Asset Interm.

Western Asset Trading Alerts and Improvement Suggestions

On 29th of May 2020 Western Asset paid $ 0.021 per share dividend to its current shareholders
Latest headline from www.sciencemag.org: South Africa slashes science budget, funds for giant radio telescope - Science Magazine
The fund keeps about 93.96% of its net assets in bonds

Western Asset Returns Distribution Density

The chart of the probability distribution of Western Asset stock daily returns describes the distribution of returns around its average expected value. We use Western Asset Intermediate' stock's Value At Risk and its Upside Potential as a relative measure of the distribution. The distribution of Western Asset returns is essential to provide solid investment advice for Western Asset stock.
Mean Return0.08Value At Risk-0.27
Potential Upside0.44Standard Deviation0.23
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Western Asset 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.

Western Asset 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 Western Asset or Western Asset Intermediate 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 Western Asset 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 Western 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
=0.08
β
Beta against DOW=-0.01
σ
Overall volatility
=0.23
Ir
Information ratio =-1.22

Western Asset Volatility Alert

Western Asset Intermediate exhibits very low volatility with skewness of 1.98 and kurtosis of 9.39. However, we advise investors to further study Western Asset Intermediate technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Western Asset to competition

Western Asset Fundamental Vs Peers

FundamentalsWestern AssetPeer Average
One Year Return6.93 %4.15 %
Three Year Return4.33 %3.60 %
Five Year Return3.73 %3.24 %
Ten Year Return4.05 %1.79 %
Net Asset1.11 B4.11 B
Minimum Initial Investment1000 K976.16 K
Last Dividend Paid0.020.65
Cash Position Weight3.90 %10.61 %
Bond Positions Weight93.96 %11.24 %

About Western Asset Buy or Sell Advice

When is the right time to buy or sell Western Asset Intermediate? Buying funds such as Western Asset 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 bases. Although Western Asset 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.

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Check out Western Asset Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool. Please also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page