Wilmington Trust Retirement Fund Buy Hold or Sell Recommendation
| WBRMEX Fund | USD 332.92 0.66 0.20% |
Assuming the 90 days trading horizon and your bold attitude towards risk, our recommendation regarding Wilmington Trust Retirement is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Wilmington Trust Retirement given historical horizon and risk tolerance towards Wilmington Trust. When Macroaxis issues a 'buy' or 'sell' recommendation for Wilmington Trust Retirement, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Wilmington Trust 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 Wilmington and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Wilmington Trust Retirement. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in population.
Wilmington |
Execute Wilmington Trust Buy or Sell Advice
The Wilmington recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wilmington Trust Retirement. Macroaxis does not own or have any residual interests in Wilmington Trust Retirement or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wilmington Trust's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Wilmington Trust thematic classifications
 | Moderate FundsFunds with moderate expected return and risk |
Wilmington Trust Returns Distribution Density
The distribution of Wilmington Trust's historical returns is an attempt to chart the uncertainty of Wilmington Trust's future price movements. The chart of the probability distribution of Wilmington Trust daily returns describes the distribution of returns around its average expected value. We use Wilmington Trust Retirement price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wilmington Trust returns is essential to provide solid investment advice for Wilmington Trust.
| Mean Return | 0.11 | Value At Risk | -1.19 | Potential Upside | 1.73 | Standard Deviation | 0.99 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wilmington Trust 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.
Wilmington Trust 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 Wilmington Trust or Moderate Funds 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 Wilmington Trust's price will be affected by overall 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 Wilmington 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 Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.02 | |
σ | Overall volatility | 0.99 | |
Ir | Information ratio | 0.02 |
Wilmington Trust Volatility Alert
Wilmington Trust Retirement has low volatility with Treynor Ratio of 6.3, Maximum Drawdown of 5.2 and kurtosis of 3.51. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Wilmington Trust's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Wilmington Trust's 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.Wilmington Trust Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wilmington . 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 | 1.0 | |||
| Day Median Price | 332.92 | |||
| Day Typical Price | 332.92 | |||
| Price Action Indicator | 0.33 | |||
| Period Momentum Indicator | 0.66 |
About Wilmington Trust Buy or Sell Advice
When is the right time to buy or sell Wilmington Trust Retirement? Buying financial instruments such as Wilmington 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.
Use Investing Ideas to Build Portfolios
In addition to having Wilmington Trust 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 Utilities - Regulated Electric Thematic Idea Now
Utilities - Regulated Electric
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities - Regulated Electric theme has 7 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 Utilities - Regulated Electric Theme or any other thematic opportunities.
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Other Information on Investing in Wilmington Fund
Wilmington Trust financial ratios help investors to determine whether Wilmington Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilmington with respect to the benefits of owning Wilmington Trust security.
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