Flaherty Crumrine Dynamic Fund Buy Hold or Sell Recommendation

XDFPX Fund  USD 21.22  0.04  0.19%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Flaherty Crumrine Dynamic is 'Cautious Hold'. Macroaxis provides Flaherty Crumrine buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding XDFPX positions. The advice algorithm takes into account all of Flaherty Crumrine's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Flaherty Crumrine's buy or sell advice are summarized below:
Real Value
21.12
Hype Value
21.22
Market Value
21.22
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Flaherty Crumrine Dynamic given historical horizon and risk tolerance towards Flaherty Crumrine. When Macroaxis issues a 'buy' or 'sell' recommendation for Flaherty Crumrine Dynamic, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Flaherty Crumrine 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 Flaherty and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Flaherty Crumrine Dynamic. 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 american community survey.

Execute Flaherty Crumrine Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Flaherty CrumrineBuy Flaherty Crumrine
Cautious Hold

Market Performance

GoodDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

About AverageDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Flaherty Crumrine Dynamic has a Mean Deviation of 0.2538, Semi Deviation of 0.1768, Standard Deviation of 0.316, Variance of 0.0999, Downside Variance of 0.1419 and Semi Variance of 0.0313
Our investment recommendation module complements current analysts and expert consensus on Flaherty Crumrine. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Be advised to confirm Flaherty Crumrine Dynamic number of employees to validate our buy or sell recommendation.

Flaherty Crumrine Returns Distribution Density

The distribution of Flaherty Crumrine's historical returns is an attempt to chart the uncertainty of Flaherty Crumrine's future price movements. The chart of the probability distribution of Flaherty Crumrine daily returns describes the distribution of returns around its average expected value. We use Flaherty Crumrine Dynamic price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Flaherty Crumrine returns is essential to provide solid investment advice for Flaherty Crumrine.
Mean Return
0.06
Value At Risk
-0.48
Potential Upside
0.49
Standard Deviation
0.32
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Flaherty Crumrine 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.

Flaherty Crumrine 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 Flaherty Crumrine or Preferred Stock 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 Flaherty Crumrine'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 Flaherty 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 Composite0.23
σ
Overall volatility
0.32
Ir
Information ratio -0.25

Flaherty Crumrine Volatility Alert

Flaherty Crumrine Dynamic exhibits very low volatility with skewness of -0.43 and kurtosis of 0.09. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Flaherty Crumrine'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 Flaherty Crumrine'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.

Flaherty Crumrine Fundamentals Vs Peers

Comparing Flaherty Crumrine'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 Flaherty Crumrine's direct or indirect competition across all of the common fundamentals between Flaherty Crumrine and the related equities. This way, we can detect undervalued stocks with similar characteristics as Flaherty Crumrine or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Flaherty Crumrine's fundamental indicators could also be used in its relative valuation, which is a method of valuing Flaherty Crumrine by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Flaherty Crumrine to competition
FundamentalsFlaherty CrumrinePeer Average
Last Dividend Paid0.160.65

Flaherty Crumrine Market Momentum

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

When is the right time to buy or sell Flaherty Crumrine Dynamic? Buying financial instruments such as Flaherty 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 Flaherty Crumrine 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.

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Giant Impact Theme
An experimental equal-weighted decomposition of large high potential stocks based on Macroaxis scoring framework. The Giant Impact theme has 44 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 Giant Impact Theme or any other thematic opportunities.
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Check out Flaherty Crumrine 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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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