Tortoise Capital Series Etf Buy Hold or Sell Recommendation
| TPZ Etf | USD 21.30 0.28 1.33% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Tortoise Capital Series is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Tortoise Capital Series given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Tortoise Capital Series, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Tortoise Capital 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, we conduct extensive research on individual funds such as Tortoise and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Tortoise Capital Series. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as various price indices.
Tortoise | Build AI portfolio with Tortoise Etf |
Execute Tortoise Capital Buy or Sell Advice
The Tortoise recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Tortoise Capital Series. Macroaxis does not own or have any residual interests in Tortoise Capital Series or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Tortoise Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
Tortoise Capital Trading Alerts and Improvement Suggestions
| The fund maintains all of the assets in different exotic instruments |
Tortoise Capital Returns Distribution Density
The distribution of Tortoise Capital's historical returns is an attempt to chart the uncertainty of Tortoise Capital's future price movements. The chart of the probability distribution of Tortoise Capital daily returns describes the distribution of returns around its average expected value. We use Tortoise Capital Series price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Tortoise Capital returns is essential to provide solid investment advice for Tortoise Capital.
| Mean Return | 0.16 | Value At Risk | -1.01 | Potential Upside | 1.33 | Standard Deviation | 0.70 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Tortoise Capital 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.
Tortoise Capital 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 Tortoise Capital or Tortoise Capital Advisors, LLC 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 Tortoise Capital's price will be affected by overall etf 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 Tortoise etf'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 Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.70 | |
Ir | Information ratio | 0.04 |
Tortoise Capital Volatility Alert
Tortoise Capital Series exhibits relatively low volatility with skewness of -0.07 and kurtosis of 0.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Tortoise Capital's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Tortoise Capital's etf 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.Tortoise Capital Fundamentals Vs Peers
Comparing Tortoise Capital'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 Tortoise Capital's direct or indirect competition across all of the common fundamentals between Tortoise Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Tortoise Capital or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Tortoise Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Tortoise Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Tortoise Capital to competition |
| Fundamentals | Tortoise Capital | Peer Average |
| Price To Earning | 10.14 X | 3.15 X |
| Beta | 0.78 | |
| Annual Yield | 0.03 % | 0.28 % |
| Year To Date Return | 29.94 % | (2.35) % |
| One Year Return | 30.82 % | (0.97) % |
| Three Year Return | 18.08 % | 3.23 % |
| Five Year Return | 8.20 % | 1.12 % |
| Net Asset | 159.22 M | 2.29 B |
| Last Dividend Paid | 1.26 | 0.14 |
Note: Acquisition by Jennifer Paquette of tradable shares of Tortoise Capital at 13.55 subject to Rule 16b-3 [view details]
Tortoise Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Tortoise . 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.
About Tortoise Capital Buy or Sell Advice
When is the right time to buy or sell Tortoise Capital Series? Buying financial instruments such as Tortoise Etf 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 Tortoise Capital 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 Chemicals Thematic Idea Now
Chemicals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Chemicals theme has 61 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 Chemicals Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Tortoise Capital 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 Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of Tortoise Capital Series is measured differently than its book value, which is the value of Tortoise that is recorded on the company's balance sheet. Investors also form their own opinion of Tortoise Capital's value that differs from its market value or its book value, called intrinsic value, which is Tortoise Capital'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 Tortoise Capital's market value can be influenced by many factors that don't directly affect Tortoise Capital'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 Tortoise Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Tortoise Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Tortoise Capital'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.