Moderately Aggressive Balanced Fund Buy Hold or Sell Recommendation
| SAMAX Fund | USD 11.25 0.06 0.54% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Moderately Aggressive Balanced is 'Strong Hold'. Macroaxis provides Moderately Aggressive buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SAMAX positions. The advice algorithm takes into account all of Moderately Aggressive's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Moderately Aggressive's buy or sell advice are summarized below:
Real Value 11.26 | Hype Value 11.25 | Market Value 11.25 | Naive Value 11.31 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Moderately Aggressive Balanced given historical horizon and risk tolerance towards Moderately Aggressive. When Macroaxis issues a 'buy' or 'sell' recommendation for Moderately Aggressive Balanced, the advice is generated through an automated system that utilizes algorithms and statistical models.
Moderately |
Execute Moderately Aggressive Buy or Sell Advice
The Moderately recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Moderately Aggressive Balanced. Macroaxis does not own or have any residual interests in Moderately Aggressive Balanced or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Moderately Aggressive'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 |
Moderately Aggressive Trading Alerts and Improvement Suggestions
| The fund maintains about 15.84% of its assets in cash |
Moderately Aggressive Returns Distribution Density
The distribution of Moderately Aggressive's historical returns is an attempt to chart the uncertainty of Moderately Aggressive's future price movements. The chart of the probability distribution of Moderately Aggressive daily returns describes the distribution of returns around its average expected value. We use Moderately Aggressive Balanced price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Moderately Aggressive returns is essential to provide solid investment advice for Moderately Aggressive.
| Mean Return | 0.05 | Value At Risk | -0.89 | Potential Upside | 0.82 | 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 Moderately Aggressive 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.
Moderately Aggressive 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 Moderately Aggressive or Saratoga 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 Moderately Aggressive'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 Moderately 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 | -0.02 | |
β | Beta against NYSE Composite | 0.77 | |
σ | Overall volatility | 0.54 | |
Ir | Information ratio | -0.08 |
Moderately Aggressive Volatility Alert
Moderately Aggressive Balanced exhibits very low volatility with skewness of -0.15 and kurtosis of -0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Moderately Aggressive'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 Moderately Aggressive'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.Moderately Aggressive Fundamentals Vs Peers
Comparing Moderately Aggressive'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 Moderately Aggressive's direct or indirect competition across all of the common fundamentals between Moderately Aggressive and the related equities. This way, we can detect undervalued stocks with similar characteristics as Moderately Aggressive or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Moderately Aggressive's fundamental indicators could also be used in its relative valuation, which is a method of valuing Moderately Aggressive by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Moderately Aggressive to competition |
| Fundamentals | Moderately Aggressive | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 3.40 % | 0.39 % |
| One Year Return | 15.58 % | 4.15 % |
| Three Year Return | 3.01 % | 3.60 % |
| Five Year Return | 6.77 % | 3.24 % |
| Net Asset | 602.55 K | 4.11 B |
| Last Dividend Paid | 0.06 | 0.65 |
| Cash Position Weight | 15.84 % | 10.61 % |
| Equity Positions Weight | 59.65 % | 63.90 % |
| Bond Positions Weight | 2.76 % | 11.24 % |
Moderately Aggressive Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Moderately . 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 | 11.25 | |||
| Day Typical Price | 11.25 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.06 | |||
| Relative Strength Index | 35.34 |
About Moderately Aggressive Buy or Sell Advice
When is the right time to buy or sell Moderately Aggressive Balanced? Buying financial instruments such as Moderately 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 Moderately Aggressive 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 Moderately Aggressive 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. Note that the Moderately Aggressive information on this page should be used as a complementary analysis to other Moderately Aggressive's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.