Global Centrated Portfolio Fund Buy Hold or Sell Recommendation
| MLNSX Fund | USD 21.57 0.07 0.32% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Global Centrated Portfolio is 'Not Rated'. Macroaxis provides Global Concentrated buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MLNSX positions. The advice algorithm takes into account all of Global Concentrated's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Global Concentrated's buy or sell advice are summarized below:
Real Value 2.81 | Hype Value 0.0 | Market Value 21.57 | Naive Value 22.09 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Global Centrated Portfolio given historical horizon and risk tolerance towards Global Concentrated. When Macroaxis issues a 'buy' or 'sell' recommendation for Global Centrated Portfolio, the advice is generated through an automated system that utilizes algorithms and statistical models.
Global |
Execute Global Concentrated Buy or Sell Advice
The Global recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Global Centrated Portfolio. Macroaxis does not own or have any residual interests in Global Centrated Portfolio or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Global Concentrated's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Good | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Global Concentrated Trading Alerts and Improvement Suggestions
Global Concentrated Returns Distribution Density
The distribution of Global Concentrated's historical returns is an attempt to chart the uncertainty of Global Concentrated's future price movements. The chart of the probability distribution of Global Concentrated daily returns describes the distribution of returns around its average expected value. We use Global Centrated Portfolio price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Global Concentrated returns is essential to provide solid investment advice for Global Concentrated.
| Mean Return | 0.15 | Value At Risk | -1.35 | Potential Upside | 1.60 | Standard Deviation | 0.92 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Global Concentrated 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.
Global Concentrated 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 Global Concentrated or Morgan Stanley 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 Global Concentrated'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 Global 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 | 0.13 | |
β | Beta against NYSE Composite | 0.18 | |
σ | Overall volatility | 0.92 | |
Ir | Information ratio | 0.08 |
Global Concentrated Volatility Alert
Global Centrated Portfolio has low volatility with Treynor Ratio of 0.79, Maximum Drawdown of 4.78 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 Global Concentrated'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 Global Concentrated'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.Global Concentrated Fundamentals Vs Peers
Comparing Global Concentrated'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 Global Concentrated's direct or indirect competition across all of the common fundamentals between Global Concentrated and the related equities. This way, we can detect undervalued stocks with similar characteristics as Global Concentrated or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Global Concentrated's fundamental indicators could also be used in its relative valuation, which is a method of valuing Global Concentrated by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Global Concentrated to competition |
| Fundamentals | Global Concentrated | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 22.26 % | 0.39 % |
| One Year Return | 37.24 % | 4.15 % |
| Three Year Return | 6.84 % | 3.60 % |
| Five Year Return | 12.83 % | 3.24 % |
| Net Asset | 22.37 M | 4.11 B |
| Cash Position Weight | 0.95 % | 10.61 % |
| Equity Positions Weight | 99.05 % | 63.90 % |
Global Concentrated Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Global . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 21.57 | |||
| Day Typical Price | 21.57 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) |
About Global Concentrated Buy or Sell Advice
When is the right time to buy or sell Global Centrated Portfolio? Buying financial instruments such as Global 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 Global Concentrated 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 Social Domain Thematic Idea Now
Social Domain
New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 39 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 Social Domain Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Global Concentrated 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 Transaction History module to view history of all your transactions and understand their impact on performance.