Wbi Bullbear Quality Etf Profile
| WBIL Etf | USD 33.03 0.02 0.06% |
Performance6 of 100
| Odds Of DistressLess than 9
|
WBI BullBear is selling for 33.03 as of the 24th of April 2024. This is a -0.06 percent decrease since the beginning of the trading day. The etf's lowest day price was 32.94. WBI BullBear has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for WBI BullBear Quality are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund will seek to invest in the equity securities of small-capitalization, mid-capitalization, and large capitalization domestic and foreign companies that the sub-advisor to the fund and an affiliate of the advisor, believes display attractive prospects for growth in a companys intrinsic value, and in other tactical investment opportunities. More on WBI BullBear Quality
Moving together with WBI Etf
| 0.98 | VTI | Vanguard Total Stock | PairCorr |
| 0.96 | SPY | SPDR SP 500 Sell-off Trend | PairCorr |
| 0.98 | IVV | iShares Core SP Sell-off Trend | PairCorr |
| 0.89 | VIG | Vanguard Dividend | PairCorr |
| 0.95 | VV | Vanguard Large Cap | PairCorr |
| 0.95 | RSP | Invesco SP 500 | PairCorr |
| 0.98 | IWB | iShares Russell 1000 | PairCorr |
WBI Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. WBI BullBear's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WBI BullBear or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Business Concentration | Large Blend, WBI Investments (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 7.01 |
| Name | WBI BullBear Quality 3000 ETF |
| Currency Code | USD |
| In Threey Volatility | 12.31 |
| 1y Volatility | 12.67 |
| 200 Day M A | 30.7999 |
| 50 Day M A | 33.6417 |
| Code | WBIL |
| Updated At | 24th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.41 |
| Type | ETF |
WBI BullBear Quality [WBIL] is traded in USA and was established 2014-08-25. The fund is listed under Large Blend category and is part of WBI Investments family. WBI BullBear Quality at this time have 40.63 M in net assets. , while the total return for the last 3 years was 4.2%.
Check WBI BullBear Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WBI Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WBI Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WBI BullBear Quality Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WBI BullBear Quality Etf Constituents
| BR | Broadridge Financial Solutions | Stock | Industrials |
| BLK | BlackRock | Stock | Financials |
| FDS | FactSet Research Systems | Stock | Financials |
| MAN | ManpowerGroup | Stock | Industrials |
| CMCSA | Comcast Corp | Stock | Communication Services |
| ACN | Accenture plc | Stock | Information Technology |
| PH | Parker Hannifin | Stock | Industrials |
WBI BullBear Target Price Odds Analysis
Proceeding from a normal probability distribution, the odds of WBI BullBear jumping above the current price in 90 days from now is about 54.75%. The WBI BullBear Quality probability density function shows the probability of WBI BullBear etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.0878. This entails WBI BullBear Quality market returns are very sensitive to returns on the market. As the market goes up or down, WBI BullBear is expected to follow. Additionally, wBI BullBear Quality has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of WBI BullBear to move above the current price in 90 days from now is about 54.75 (This WBI BullBear Quality probability density function shows the probability of WBI Etf to fall within a particular range of prices over 90 days) .
WBI BullBear Quality Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. WBI BullBear market risk premium is the additional return an investor will receive from holding WBI BullBear long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WBI BullBear. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although WBI BullBear's alpha and beta are two of the key measurements used to evaluate WBI BullBear's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.067 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.01) |
WBI BullBear Against Markets
Picking the right benchmark for WBI BullBear etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in WBI BullBear etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for WBI BullBear is critical whether you are bullish or bearish towards WBI BullBear Quality at a given time. Please also check how WBI BullBear's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in WBI BullBear without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Performance AnalysisCheck effects of mean-variance optimization against your current asset allocation |
| All Next | Launch Module |
How to buy WBI Etf?
Before investing in WBI BullBear, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in WBI BullBear. To buy WBI BullBear etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of WBI BullBear. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase WBI BullBear etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located WBI BullBear Quality etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased WBI BullBear Quality etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as WBI BullBear Quality, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy WBI Etf please use our How to Invest in WBI BullBear guide.
Already Invested in WBI BullBear Quality?
The danger of trading WBI BullBear Quality is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WBI BullBear is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WBI BullBear. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WBI BullBear Quality is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WBI BullBear Quality is a strong investment it is important to analyze WBI BullBear's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WBI BullBear's future performance. For an informed investment choice regarding WBI Etf, refer to the following important reports: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WBI BullBear Quality. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of WBI BullBear Quality is measured differently than its book value, which is the value of WBI that is recorded on the company's balance sheet. Investors also form their own opinion of WBI BullBear's value that differs from its market value or its book value, called intrinsic value, which is WBI BullBear's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WBI BullBear's market value can be influenced by many factors that don't directly affect WBI BullBear's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WBI BullBear's value and its price as these two are different measures arrived at by different means. Investors typically determine if WBI BullBear is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WBI BullBear'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.