Macroaxis Story

Macroaxis News
  
By Achuva Shats

August 24, 2019

This post will break down 4 Money Funds isntruments to have in your portfolio in September 2019. I will concentrate on the following entities: Shelton BDC Income Fund Insti, Shelton BDC Income Fund Inves, Invesco DWA Financial Momentum, and iShares U S Broker Dealers S
The Top 4 Money Funds stocks to own in September 2019

This list of potential positions covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


Shelton BDC Income Fund Insti (LOAIX)

Shelton BDC Income Fund Insti [LOAIX] is traded in USA and was established September 22, 2019. The fund is listed under Financial category and is part of Shelton Capital Management family. The entity is thematically classified as Money Funds. Shelton BDC Income now has accumulated 6.58M in assets with minimum initial investment of 500K. Shelton BDC Income has current Real Value of $9.25 per share. The regular price of the fund is $9.33. At this time the fund appears to be fairly valued. We determine the value of Shelton BDC Income from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other. Shelton BDC Income has current Real Value of $9.25 per share. The regular price of the fund is $9.33. At this time the fund appears to be fairly valued. We determine the value of Shelton BDC Income from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Shelton BDC Income Fund Inves (LOANX)

Shelton BDC Income Fund Inves [LOANX] is traded in USA and was established September 22, 2019. The fund is listed under Financial category and is part of Shelton Capital Management family. The entity is thematically classified as Money Funds. Shelton BDC Income now has accumulated 6.58M in assets with minimum initial investment of 1K.

Invesco DWA Financial Momentum (PFI)

Invesco DWA Financial Momentum [PFI] is traded in USA and was established 2006-10-12. The fund is classified under Financial category within Invesco family. The entity is thematically classified as Money Funds. Invesco DWA Financial at this time have 66.62M in assets. , while the total return for the last 3 years was 8.39%. Invesco DWA Financial retains regular Real Value of $37.98 per share. The prevalent price of the entity is $38.16. At this time the entity appears to be fairly valued. This module calculates value of Invesco DWA Financial from evaluating the entity fundamentals such as Profit Margin of 71.70%, Price to Book of 2.10X and Return On Asset of 1.51% as well as inspecting its technical indicators and Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together. Invesco DWA Financial retains regular Real Value of $37.98 per share. The prevalent price of the entity is $38.16. At this time the entity appears to be fairly valued. This module calculates value of Invesco DWA Financial from evaluating the entity fundamentals such as Profit Margin of 71.70%, Return On Asset of 1.51% and Price to Book of 2.10X as well as inspecting its technical indicators and Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

iShares U S Broker Dealers S (IAI)

iShares U S Broker Dealers S [IAI] is traded in USA and was established 2006-05-01. The fund is classified under Financial category within iShares family. The entity is thematically classified as Money Funds. iShares U S currently have 230.77M in assets under management (AUM). , while the total return for the last 3 years was 17.16%.

Current 4 Money Funds Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 0.87  0.03  0.02  0.04  1.27  0.0248 (0.88)  1.61 (2.27)  5.61 
 0.86  0.04  0.03  0.05  1.21  0.0331 (0.87)  1.60 (2.30)  5.22 
 1.23  0.02  0.01  0.03  1.67  0.0133 (1.14)  2.37 (3.20)  6.54 
 0.72  0.03  0.03  0.05  1.05  0.0336 (0.72)  1.32 (1.55)  4.82 
 1.17  0.02  0.01  0.03  1.55  0.0163 (1.15)  2.19 (3.02)  6.03 
 0.90  0.05  0.04  0.06  1.26  0.0424 (0.96)  1.60 (2.03)  5.65 
 0.86  0.03  0.02  0.04  1.22  0.0244 (0.89)  1.61 (2.28)  5.23 
 0.80  0.01  0.01  0.03  1.17  0.0108 (0.79)  1.41 (1.86)  5.07 
 0.75 (0.04)  0.00 (0.02)  0.00 (0.0393)  0.00  1.86 (1.55)  4.46 
 1.10  0.05  0.03  0.06  1.52  0.0358 (1.09)  1.94 (2.90)  5.49 

About Contributor

Achuva Shats
   Achuva Shats is a Member of Macroaxs Editorial Board. Achuva writes about retail product and service companies from the prospective of a regular consumer and sophisticated investor at the same time. She is passionate about corporate ethics and equality in the workforce View Profile
This story should be regarded as informational only and should not be considered as 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 Achuva Shats do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

Did you try this?

Run Cryptocurrency Correlation Now

   

Cryptocurrency Correlation

Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins and exchanges
All  Next Launch Module
See also Stocks Correlation. Please also try Price Ceiling Movement module to calculate and plot price ceiling movement for different equity instruments.
Search macroaxis.com