Wells Fargo runs under
Financial Services sector within
Banks—Diversified industry.
Volatility is a rate at which the price of Jpmorgan Value or any other equity instrument increases or decreases for a given set of returns. It is measured by calculating the standard deviation of the annualized returns over a given period of time and shows the range to which the price of Jpmorgan Value may increase or decrease. In other words, similar to Jpmorgan's
beta indicator, it measures the risk of Jpmorgan Value and helps estimate the fluctuations that may happen in a short period of time. So if prices of Jpmorgan Value fluctuate rapidly in a short time span, it is termed to have high volatility, and if it swings slowly in a more extended period, it is understood to have low volatility. Please read more on our
technical analysis page.
Instrument Allocation
The asset allocation of funds such as Jpmorgan Value usually varies among a different mix of asset classes. Balanced mutual funds invest not only in bonds, which focus primarily on income, and stocks, which aim for investment growth, but also keep some reserve in cash or even exotic instruments. Below we show the current asset allocation of Jpmorgan Value Advantage
DetailsGoing after Jpmorgan Financials
The entity reported the last year's revenue of 78.19
B. Total Income to common stockholders was 17.45
B with profit before taxes, overhead, and interest of 58.32
B.
Possible May turnaround of Wells?
Current Market Risk Adjusted Performance is up to -0.1. Price may slip again. Wells Fargo exhibits very low volatility with skewness of -0.11 and kurtosis of 0.64. However, we advise investors to further study Wells Fargo 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 Wells Fargo's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wells Fargo's stock 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.
Wells Fargo Implied Volatility
Wells Fargo's implied volatility exposes the market's sentiment of Wells Fargo stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Wells Fargo's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Wells Fargo stock will not fluctuate a lot when Wells Fargo's options are near their expiration.
The Current Takeaway on Wells Fargo Investment
Whereas other companies in the banks—diversified industry are either recovering or due for a correction, Wells Fargo may not be performing as strong as the other in terms of long-term growth potentials. While some investors may not share our view we believe that the current risk-reward utility is not appealing enough to do any trading. Please use our equity advice module to run different scenarios to ensure your current risk level and investment horizon are fully reflective of your current investing preferences in regards to Wells Fargo.
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Gabriel Shpitalnik is a Member of Macroaxis Editorial Board. Gabriel is a young entrepreneur and writes predominantly on the business, technology, and finance sector. He likes to analyze different equity instruments across a wide range of industries focusing primarily on consumer products and evolving technologies.
View Profile This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Gabriel Shpitalnik do not own shares of Jpmorgan Value Advantage. Please refer to our
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