Series Portfolios Trust Etf Buy Hold or Sell Recommendation
| SCAP Etf | USD 32.74 0.15 0.46% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Series Portfolios Trust is 'Strong Hold'. Macroaxis provides Series Portfolios buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCAP positions. The advice algorithm takes into account all of Series Portfolios' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Series Portfolios' buy or sell advice are summarized below:
Real Value 32.64 | Hype Value 32.76 | Market Value 32.74 | Naive Value 32.61 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Series Portfolios Trust given historical horizon and risk tolerance towards Series Portfolios. When Macroaxis issues a 'buy' or 'sell' recommendation for Series Portfolios Trust, the advice is generated through an automated system that utilizes algorithms and statistical models.
Series |
Execute Series Portfolios Buy or Sell Advice
The Series recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Series Portfolios Trust. Macroaxis does not own or have any residual interests in Series Portfolios Trust or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Series Portfolios' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details |
Series Portfolios Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Manulife Mulfact US Scap Idx ETF Unheg Quote - Press Release - The Globe and Mail | |
| The fund created three year return of -5.0% | |
| Series Portfolios Trust maintains 98.16% of its assets in stocks |
Series Portfolios Returns Distribution Density
The distribution of Series Portfolios' historical returns is an attempt to chart the uncertainty of Series Portfolios' future price movements. The chart of the probability distribution of Series Portfolios daily returns describes the distribution of returns around its average expected value. We use Series Portfolios Trust price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Series Portfolios returns is essential to provide solid investment advice for Series Portfolios.
| Mean Return | 0.08 | Value At Risk | -1.61 | Potential Upside | 1.51 | Standard Deviation | 0.97 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Series Portfolios 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.
Series Portfolios 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 Series Portfolios or AdvisorShares 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 Series Portfolios' 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 Series 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 NYSE Composite | -0.03 | |
β | Beta against NYSE Composite | 1.34 | |
σ | Overall volatility | 0.98 | |
Ir | Information ratio | -0.005 |
Series Portfolios Volatility Alert
Series Portfolios Trust has relatively low volatility with skewness of -0.71 and kurtosis of 1.45. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Series Portfolios' etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Series Portfolios' 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.Series Portfolios Fundamentals Vs Peers
Comparing Series Portfolios' 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 Series Portfolios' direct or indirect competition across all of the common fundamentals between Series Portfolios and the related equities. This way, we can detect undervalued stocks with similar characteristics as Series Portfolios or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Series Portfolios' fundamental indicators could also be used in its relative valuation, which is a method of valuing Series Portfolios by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Series Portfolios to competition |
| Fundamentals | Series Portfolios | Peer Average |
| Price To Earning | 23.47 X | 3.15 X |
| Price To Book | 2.24 X | 0.39 X |
| Price To Sales | 1.10 X | 0.33 X |
| Beta | 1.26 | |
| One Year Return | (27.96) % | (0.97) % |
| Three Year Return | (4.84) % | 3.23 % |
| Five Year Return | 1.94 % | 1.12 % |
| Net Asset | 3.59 M | 2.29 B |
| Last Dividend Paid | 0.049 | 0.14 |
| Equity Positions Weight | 98.16 % | 52.82 % |
Series Portfolios Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Series . 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 Series Portfolios Buy or Sell Advice
When is the right time to buy or sell Series Portfolios Trust? Buying financial instruments such as Series 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 Series Portfolios 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 Business Services Thematic Idea Now
Business Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services 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 Business Services Theme or any other thematic opportunities.
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Check out Series Portfolios 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 Series Portfolios Trust information on this page should be used as a complementary analysis to other Series Portfolios' 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of Series Portfolios Trust is measured differently than its book value, which is the value of Series that is recorded on the company's balance sheet. Investors also form their own opinion of Series Portfolios' value that differs from its market value or its book value, called intrinsic value, which is Series Portfolios' 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 Series Portfolios' market value can be influenced by many factors that don't directly affect Series Portfolios' 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 Series Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine if Series Portfolios is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Series Portfolios' 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.