Invesco California Value Fund Buy Hold or Sell Recommendation
| XVCVX Fund | USD 11.04 0.08 0.72% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Invesco California Value is 'Not Rated'. Macroaxis provides Invesco California buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding XVCVX positions. The advice algorithm takes into account all of Invesco California's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco California's buy or sell advice are summarized below:
Real Value 0.0 | Hype Value 0.0 | Market Value 11.04 | Naive Value 11.07 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco California Value given historical horizon and risk tolerance towards Invesco California. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco California Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco California Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco California Value. Macroaxis does not own or have any residual interests in Invesco California Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco California's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Out of control | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Ignores market trends | Details | |
Analyst Consensus | Not Available | Details |
Invesco California Trading Alerts and Improvement Suggestions
| Invesco California generated a negative expected return over the last 90 days |
Invesco California Returns Distribution Density
The distribution of Invesco California's historical returns is an attempt to chart the uncertainty of Invesco California's future price movements. The chart of the probability distribution of Invesco California daily returns describes the distribution of returns around its average expected value. We use Invesco California Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco California returns is essential to provide solid investment advice for Invesco California.
| Mean Return | -0.04 | Value At Risk | -0.72 | Potential Upside | 0.45 | Standard Deviation | 0.37 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco California 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.
Invesco California 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 Invesco California or Invesco 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 Invesco California'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 Invesco 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 | -0.06 | |
β | Beta against NYSE Composite | 0.12 | |
σ | Overall volatility | 0.37 | |
Ir | Information ratio | -0.34 |
Invesco California Volatility Alert
Invesco California Value exhibits very low volatility with skewness of -1.65 and kurtosis of 5.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco California'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 Invesco California'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.Invesco California Fundamentals Vs Peers
Comparing Invesco California'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 Invesco California's direct or indirect competition across all of the common fundamentals between Invesco California and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco California or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco California's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco California by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco California to competition |
| Fundamentals | Invesco California | Peer Average |
| Last Dividend Paid | 0.043 | 0.65 |
Invesco California Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . 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 | 0.99 | |||
| Day Median Price | 11.04 | |||
| Day Typical Price | 11.04 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.08) |
About Invesco California Buy or Sell Advice
When is the right time to buy or sell Invesco California Value? Buying financial instruments such as Invesco 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 Invesco California 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 Invesco California 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 Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Please note, there is a significant difference between Invesco California's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco California is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco California's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.