Kopernik Global All Cap Fund Buy Hold or Sell Recommendation

KGGIX Fund  USD 11.55  0.07  0.60%   
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Kopernik Global All Cap is 'Strong Sell'. Macroaxis provides Kopernik Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding KGGIX positions. The advice algorithm takes into account all of Kopernik Global's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Kopernik Global's buy or sell advice are summarized below:
Real Value
10.61
Hype Value
11.55
Market Value
11.55
Naive Value
11.51
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Kopernik Global All Cap given historical horizon and risk tolerance towards Kopernik Global. When Macroaxis issues a 'buy' or 'sell' recommendation for Kopernik Global All Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Kopernik Global 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.
In addition, we conduct extensive research on individual funds such as Kopernik and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Kopernik Global All Cap. 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 gross domestic product.

Execute Kopernik Global Buy or Sell Advice

The Kopernik recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Kopernik Global All Cap. Macroaxis does not own or have any residual interests in Kopernik Global All Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Kopernik Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Kopernik GlobalBuy Kopernik Global
Strong Sell

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost neglects market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Kopernik Global All Cap has a Mean Deviation of 0.5941, Standard Deviation of 0.8242 and Variance of 0.6792
Our investment recommendation tool can cross-verify current analyst consensus on Kopernik Global All Cap and to analyze the entity potential to grow in the current economic cycle. Use Kopernik Global All Cap year to date return and cash position weight to ensure your buy or sell decision on Kopernik Global All-cap is adequate.

Kopernik Global Trading Alerts and Improvement Suggestions

Kopernik Global generated a negative expected return over the last 90 days
The fund maintains about 16.66% of its assets in cash

Kopernik Global Returns Distribution Density

The distribution of Kopernik Global's historical returns is an attempt to chart the uncertainty of Kopernik Global's future price movements. The chart of the probability distribution of Kopernik Global daily returns describes the distribution of returns around its average expected value. We use Kopernik Global All Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Kopernik Global returns is essential to provide solid investment advice for Kopernik Global.
Mean Return
-0.04
Value At Risk
-1.3
Potential Upside
1.05
Standard Deviation
0.82
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Kopernik Global 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.

Kopernik Global 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 Kopernik Global or Kopernik 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 Kopernik Global'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 Kopernik 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
-0.0082
β
Beta against NYSE Composite-0.31
σ
Overall volatility
0.77
Ir
Information ratio -0.21

Kopernik Global Volatility Alert

Kopernik Global All Cap exhibits very low volatility with skewness of -0.39 and kurtosis of 2.31. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Kopernik Global'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 Kopernik Global'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.

Kopernik Global Fundamentals Vs Peers

Comparing Kopernik Global'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 Kopernik Global's direct or indirect competition across all of the common fundamentals between Kopernik Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Kopernik Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Kopernik Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Kopernik Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Kopernik Global to competition
FundamentalsKopernik GlobalPeer Average
Price To Earning10.69 X6.53 X
Price To Book0.64 X0.74 X
Price To Sales0.72 X0.61 X
Annual Yield0.05 %0.29 %
Year To Date Return1.89 %0.39 %
One Year Return11.43 %4.15 %
Three Year Return2.80 %3.60 %
Five Year Return11.12 %3.24 %
Net Asset2.1 B4.11 B
Minimum Initial Investment1000 K976.16 K
Cash Position Weight16.66 %10.61 %
Equity Positions Weight83.34 %63.90 %

Kopernik Global Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Kopernik . 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 Kopernik Global Buy or Sell Advice

When is the right time to buy or sell Kopernik Global All Cap? Buying financial instruments such as Kopernik 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.

Use Investing Ideas to Build Portfolios

In addition to having Kopernik Global 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 Financials Thematic Idea Now

Financials
Financials Theme
Companies that provide financial services to business or retail customers. The Financials theme has 20 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 Financials Theme or any other thematic opportunities.
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Check out Kopernik Global 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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Please note, there is a significant difference between Kopernik Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kopernik Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kopernik Global'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.