Invesco Trust For Fund Buy Hold or Sell Recommendation
| XVTNX Fund | USD 11.80 0.01 0.08% |
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Invesco Trust For is 'Strong Sell'. Macroaxis provides Invesco Trust buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding XVTNX positions. The advice algorithm takes into account all of Invesco Trust's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Trust's buy or sell advice are summarized below:
Real Value 11.08 | Hype Value 11.8 | Market Value 11.8 | Naive Value 11.89 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Trust For given historical horizon and risk tolerance towards Invesco Trust. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Trust For, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco Trust Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Trust For. Macroaxis does not own or have any residual interests in Invesco Trust For or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Trust's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Invesco Trust Trading Alerts and Improvement Suggestions
| Invesco Trust For generated a negative expected return over the last 90 days |
Invesco Trust Returns Distribution Density
The distribution of Invesco Trust's historical returns is an attempt to chart the uncertainty of Invesco Trust's future price movements. The chart of the probability distribution of Invesco Trust daily returns describes the distribution of returns around its average expected value. We use Invesco Trust For price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Trust returns is essential to provide solid investment advice for Invesco Trust.
| Mean Return | -0.04 | Value At Risk | -0.74 | Potential Upside | 0.50 | Standard Deviation | 0.42 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Trust 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.
Invesco Trust 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 Invesco Trust or Muni New York Long 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 Invesco Trust's price will be affected by overall mutual fund 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 Invesco fund'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 NYSE Composite | -0.05 | |
β | Beta against NYSE Composite | -0.1 | |
σ | Overall volatility | 0.42 | |
Ir | Information ratio | -0.27 |
Invesco Trust Volatility Alert
Invesco Trust For exhibits very low volatility with skewness of -1.89 and kurtosis of 6.68. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Trust's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Trust'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 financial instruments as prices fall.Invesco Trust Fundamentals Vs Peers
Comparing Invesco Trust'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 Invesco Trust's direct or indirect competition across all of the common fundamentals between Invesco Trust and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Trust or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Trust's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Trust by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Trust to competition |
| Fundamentals | Invesco Trust | Peer Average |
| Last Dividend Paid | 0.046 | 0.65 |
Invesco Trust Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.8 | |||
| Day Typical Price | 11.8 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 |
About Invesco Trust Buy or Sell Advice
When is the right time to buy or sell Invesco Trust For? Buying financial instruments such as Invesco Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. 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 Invesco Trust 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 Financials Thematic Idea Now
Financials
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Check out Invesco Trust 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. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Please note, there is a significant difference between Invesco Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Trust'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.