Dreyfus Balanced Opportunity Fund Buy Hold or Sell Recommendation
| DBORX Fund | USD 22.41 0.06 0.27% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Dreyfus Balanced Opportunity is 'Strong Hold'. Macroaxis provides Dreyfus Balanced buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DBORX positions. The advice algorithm takes into account all of Dreyfus Balanced's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Dreyfus Balanced's buy or sell advice are summarized below:
Real Value 22.48 | Hype Value 22.41 | Market Value 22.41 | Naive Value 22.13 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Dreyfus Balanced Opportunity given historical horizon and risk tolerance towards Dreyfus Balanced. When Macroaxis issues a 'buy' or 'sell' recommendation for Dreyfus Balanced Opportunity, the advice is generated through an automated system that utilizes algorithms and statistical models.
Dreyfus |
Execute Dreyfus Balanced Buy or Sell Advice
The Dreyfus recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Dreyfus Balanced Opportunity. Macroaxis does not own or have any residual interests in Dreyfus Balanced Opportunity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Dreyfus Balanced's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Dreyfus Balanced Returns Distribution Density
The distribution of Dreyfus Balanced's historical returns is an attempt to chart the uncertainty of Dreyfus Balanced's future price movements. The chart of the probability distribution of Dreyfus Balanced daily returns describes the distribution of returns around its average expected value. We use Dreyfus Balanced Opportunity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Dreyfus Balanced returns is essential to provide solid investment advice for Dreyfus Balanced.
| Mean Return | 0.04 | Value At Risk | -0.81 | Potential Upside | 0.72 | Standard Deviation | 0.53 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Dreyfus Balanced 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.
Dreyfus Balanced 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 Dreyfus Balanced or Dreyfus 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 Dreyfus Balanced'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 Dreyfus 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 | -0.0093 | |
β | Beta against NYSE Composite | 0.70 | |
σ | Overall volatility | 0.52 | |
Ir | Information ratio | -0.05 |
Dreyfus Balanced Volatility Alert
Dreyfus Balanced Opportunity exhibits very low volatility with skewness of -0.88 and kurtosis of 2.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Dreyfus Balanced'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 Dreyfus Balanced'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.Dreyfus Balanced Fundamentals Vs Peers
Comparing Dreyfus Balanced'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 Dreyfus Balanced's direct or indirect competition across all of the common fundamentals between Dreyfus Balanced and the related equities. This way, we can detect undervalued stocks with similar characteristics as Dreyfus Balanced or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Dreyfus Balanced's fundamental indicators could also be used in its relative valuation, which is a method of valuing Dreyfus Balanced by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Dreyfus Balanced to competition |
| Fundamentals | Dreyfus Balanced | Peer Average |
| Price To Earning | 15.99 X | 6.53 X |
| Price To Book | 1.55 X | 0.74 X |
| Price To Sales | 1.58 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 3.66 % | 0.39 % |
| One Year Return | 14.45 % | 4.15 % |
| Three Year Return | 3.72 % | 3.60 % |
| Five Year Return | 7.28 % | 3.24 % |
| Ten Year Return | 8.16 % | 1.79 % |
| Net Asset | 326.42 M | 4.11 B |
| Cash Position Weight | 3.00 % | 10.61 % |
| Equity Positions Weight | 58.76 % | 63.90 % |
| Bond Positions Weight | 2.48 % | 11.24 % |
Dreyfus Balanced Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Dreyfus . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 22.41 | |||
| Day Typical Price | 22.41 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.06) |
About Dreyfus Balanced Buy or Sell Advice
When is the right time to buy or sell Dreyfus Balanced Opportunity? Buying financial instruments such as Dreyfus 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.
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In addition to having Dreyfus Balanced 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?
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Check out Dreyfus Balanced 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.