Consumer Finance Portfolio Fund Buy Hold or Sell Recommendation
FSVLX Fund | USD 17.49 0.09 0.52% |
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Consumer Finance Portfolio is 'Not Rated'. Macroaxis provides Consumer Finance buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FSVLX positions. The advice algorithm takes into account all of Consumer Finance's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Consumer Finance's buy or sell advice are summarized below:
Real Value 2.06 | Hype Value 0.0 | Market Value 17.49 | Naive Value 17.54 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Consumer Finance Portfolio given historical horizon and risk tolerance towards Consumer Finance. When Macroaxis issues a 'buy' or 'sell' recommendation for Consumer Finance Portfolio, the advice is generated through an automated system that utilizes algorithms and statistical models.
Consumer |
Execute Consumer Finance Buy or Sell Advice
The Consumer recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Consumer Finance Portfolio. Macroaxis does not own or have any residual interests in Consumer Finance Portfolio or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Consumer Finance's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Hold
Market Performance | Good | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Consumer Finance Trading Alerts and Improvement Suggestions
The fund retains 99.92% of its assets under management (AUM) in equities |
Consumer Finance Returns Distribution Density
The distribution of Consumer Finance's historical returns is an attempt to chart the uncertainty of Consumer Finance's future price movements. The chart of the probability distribution of Consumer Finance daily returns describes the distribution of returns around its average expected value. We use Consumer Finance Portfolio price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Consumer Finance returns is essential to provide solid investment advice for Consumer Finance.
Mean Return | 0.18 | Value At Risk | -1.65 | Potential Upside | 1.64 | Standard Deviation | 0.90 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Consumer Finance 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.
Consumer Finance 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 Consumer Finance or Fidelity Investments 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 Consumer Finance'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 Consumer 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 | 0.15 | |
β | Beta against NYSE Composite | 0.20 | |
σ | Overall volatility | 0.90 | |
Ir | Information ratio | 0.05 |
Consumer Finance Volatility Alert
Consumer Finance Portfolio has low volatility with Treynor Ratio of 0.87, Maximum Drawdown of 4.14 and kurtosis of 0.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Consumer Finance'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 Consumer Finance'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.Consumer Finance Fundamentals Vs Peers
Comparing Consumer Finance'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 Consumer Finance's direct or indirect competition across all of the common fundamentals between Consumer Finance and the related equities. This way, we can detect undervalued stocks with similar characteristics as Consumer Finance or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Consumer Finance's fundamental indicators could also be used in its relative valuation, which is a method of valuing Consumer Finance by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Consumer Finance to competition |
Fundamentals | Consumer Finance | Peer Average |
Price To Earning | 13.97 X | 6.53 X |
Price To Book | 1.50 X | 0.74 X |
Price To Sales | 2.93 X | 0.61 X |
Year To Date Return | 8.75 % | 0.39 % |
One Year Return | 29.75 % | 4.15 % |
Three Year Return | 0.59 % | 3.60 % |
Five Year Return | 6.65 % | 3.24 % |
Ten Year Return | 7.91 % | 1.79 % |
Net Asset | 110.81 M | 4.11 B |
Last Dividend Paid | 0.01 | 0.65 |
Equity Positions Weight | 99.92 % | 63.90 % |
Consumer Finance Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Consumer . 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 | 1.01 | |||
Day Median Price | 17.49 | |||
Day Typical Price | 17.49 | |||
Price Action Indicator | 0.045 | |||
Period Momentum Indicator | 0.09 | |||
Relative Strength Index | 63.76 |
About Consumer Finance Buy or Sell Advice
When is the right time to buy or sell Consumer Finance Portfolio? Buying financial instruments such as Consumer 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 Consumer Finance 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 Hotels Thematic Idea Now
Hotels
Hotels, inns, motels, and other companies providing lodging and hospitality services. The Hotels theme has 48 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 Hotels Theme or any other thematic opportunities.
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Check out Consumer Finance 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Complementary Tools for Consumer Mutual Fund analysis
When running Consumer Finance's price analysis, check to measure Consumer Finance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Consumer Finance is operating at the current time. Most of Consumer Finance's value examination focuses on studying past and present price action to predict the probability of Consumer Finance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Consumer Finance's price. Additionally, you may evaluate how the addition of Consumer Finance to your portfolios can decrease your overall portfolio volatility.
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