Qs Servative Growth Fund Buy Hold or Sell Recommendation
| SBBAX Fund | USD 13.92 0.02 0.14% |
Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Qs Servative Growth is 'Buy'. Macroaxis provides Qs Conservative buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SBBAX positions. The advice algorithm takes into account all of Qs Conservative's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Qs Conservative's buy or sell advice are summarized below:
Real Value 13.94 | Hype Value 13.92 | Market Value 13.92 | Naive Value 13.89 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Qs Servative Growth given historical horizon and risk tolerance towards Qs Conservative. When Macroaxis issues a 'buy' or 'sell' recommendation for Qs Servative Growth, the advice is generated through an automated system that utilizes algorithms and statistical models.
SBBAX |
Execute Qs Conservative Buy or Sell Advice
The SBBAX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Qs Servative Growth. Macroaxis does not own or have any residual interests in Qs Servative Growth or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Qs Conservative's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Qs Conservative Trading Alerts and Improvement Suggestions
| The fund maintains about 5.89% of its assets in cash |
Qs Conservative Returns Distribution Density
The distribution of Qs Conservative's historical returns is an attempt to chart the uncertainty of Qs Conservative's future price movements. The chart of the probability distribution of Qs Conservative daily returns describes the distribution of returns around its average expected value. We use Qs Servative Growth price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Qs Conservative returns is essential to provide solid investment advice for Qs Conservative.
| Mean Return | 0.05 | Value At Risk | -0.66 | Potential Upside | 0.84 | Standard Deviation | 0.51 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Qs Conservative 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.
Qs Conservative 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 Qs Conservative or Franklin Templeton Investments 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 Qs Conservative'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 SBBAX 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 | -0.02 | |
β | Beta against NYSE Composite | 0.71 | |
σ | Overall volatility | 0.53 | |
Ir | Information ratio | -0.09 |
Qs Conservative Volatility Alert
Qs Servative Growth exhibits very low volatility with skewness of -0.73 and kurtosis of 1.82. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Qs Conservative'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 Qs Conservative'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.Qs Conservative Fundamentals Vs Peers
Comparing Qs Conservative'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 Qs Conservative's direct or indirect competition across all of the common fundamentals between Qs Conservative and the related equities. This way, we can detect undervalued stocks with similar characteristics as Qs Conservative or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Qs Conservative's fundamental indicators could also be used in its relative valuation, which is a method of valuing Qs Conservative by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Qs Conservative to competition |
| Fundamentals | Qs Conservative | Peer Average |
| Price To Earning | 16.35 X | 6.53 X |
| Price To Book | 1.96 X | 0.74 X |
| Price To Sales | 1.19 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 1.16 % | 0.39 % |
| One Year Return | 9.09 % | 4.15 % |
| Three Year Return | 1.14 % | 3.60 % |
| Five Year Return | 4.92 % | 3.24 % |
| Ten Year Return | 6.71 % | 1.79 % |
| Net Asset | 274.45 M | 4.11 B |
| Last Dividend Paid | 0.05 | 0.65 |
| Cash Position Weight | 5.89 % | 10.61 % |
| Equity Positions Weight | 54.20 % | 63.90 % |
| Bond Positions Weight | 8.52 % | 11.24 % |
Qs Conservative Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SBBAX . 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 | 13.92 | |||
| Day Typical Price | 13.92 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 62.79 |
About Qs Conservative Buy or Sell Advice
When is the right time to buy or sell Qs Servative Growth? Buying financial instruments such as SBBAX 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.
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In addition to having Qs Conservative 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?
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Tobacco Products
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Check out Qs Conservative 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 that the Qs Servative Growth information on this page should be used as a complementary analysis to other Qs Conservative'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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.