Weiss Alternative Balanced Fund Quote
Weiss Alternative is trading at 8.28 as of the 23rd of April 2024; that is No Change since the beginning of the trading day. The fund's open price was 8.28. Equity ratings for Weiss Alternative Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
Weiss Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Weiss Alternative's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Weiss Alternative or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Weiss Funds, Large Funds, Multistrategy Funds, Multistrategy, Weiss (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Weiss Alternative Balanced [WEIZX] is traded in USA and was established 23rd of April 2024. Weiss Alternative is listed under Weiss category by Fama And French industry classification. The fund is listed under Multistrategy category and is part of Weiss family. This fund at this time has accumulated 243.29 M in net assets with no minimum investment requirementsWeiss Alternative is currently producing year-to-date (YTD) return of 0.22% with the current yeild of 0.02%, while the total return for the last 3 years was -2.72%.
Check Weiss Alternative 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 Weiss Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Weiss Mutual Fund, 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 Weiss Alternative Balanced Mutual Fund, 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 Weiss Alternative Balanced Mutual Fund Constituents
| VICI | VICI Properties | Stock | Real Estate |
| HYG | iShares iBoxx High | Etf | High Yield Bond |
| IEF | iShares 7 10 Year | Etf | Long Government |
| IWM | iShares Russell 2000 | Etf | Small Blend |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond |
| QQQ | Invesco QQQ Trust | Etf | Large Growth |
| SPY | SPDR SP 500 | Etf | Large Blend |
Weiss Alternative Target Price Odds Analysis
Based on a normal probability distribution, the odds of Weiss Alternative jumping above the current price in 90 days from now is about 82.03%. The Weiss Alternative Balanced probability density function shows the probability of Weiss Alternative mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Weiss Alternative has a beta of 0.0757. This entails as returns on the market go up, Weiss Alternative average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Weiss Alternative Balanced will be expected to be much smaller as well. Additionally, weiss Alternative Balanced 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 Weiss Alternative to move above the current price in 90 days from now is about 82.03 (This Weiss Alternative Balanced probability density function shows the probability of Weiss Mutual Fund to fall within a particular range of prices over 90 days) .
Weiss Alternative Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Weiss Alternative market risk premium is the additional return an investor will receive from holding Weiss Alternative 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 Weiss Alternative. 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 Weiss Alternative's alpha and beta are two of the key measurements used to evaluate Weiss Alternative's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4655 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.72 | |||
| Risk Adjusted Performance | (0.01) |
Weiss Alternative Against Markets
Picking the right benchmark for Weiss Alternative mutual fund 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 Weiss Alternative mutual fund 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 Weiss Alternative is critical whether you are bullish or bearish towards Weiss Alternative Balanced at a given time. Please also check how Weiss Alternative's historical prices are related to one of the top price index indicators.
Weiss Alternative Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Weiss Alternative mutual fund to make a market-neutral strategy. Peer analysis of Weiss Alternative could also be used in its relative valuation, which is a method of valuing Weiss Alternative by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
How to buy Weiss Mutual Fund?
Before investing in Weiss Alternative, 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 Weiss Alternative. To buy Weiss Alternative fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Weiss Alternative. 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 Weiss Alternative fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Weiss Alternative Balanced fund 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 Weiss Alternative Balanced fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Weiss Alternative Balanced, 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 fund 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.
Already Invested in Weiss Alternative Balanced?
The danger of trading Weiss Alternative Balanced is mainly related to its market volatility and Mutual Fund 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 Weiss Alternative 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 Weiss Alternative. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Weiss Alternative 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.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Weiss Alternative information on this page should be used as a complementary analysis to other Weiss Alternative'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 Share Portfolio module to track or share privately all of your investments from the convenience of any device.