Balter Invenomic Fund Buy Hold or Sell Recommendation
| BIVIX Fund | USD 17.58 0.26 1.50% |
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Balter Invenomic Fund is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Balter Invenomic Fund given historical horizon and risk tolerance towards Balter Invenomic. When Macroaxis issues a 'buy' or 'sell' recommendation for Balter Invenomic Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Balter Invenomic 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, we conduct extensive research on individual funds such as Balter and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Balter Invenomic Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Balter |
Execute Balter Invenomic Buy or Sell Advice
The Balter recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Balter Invenomic Fund. Macroaxis does not own or have any residual interests in Balter Invenomic Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Balter Invenomic's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Balter Invenomic Trading Alerts and Improvement Suggestions
| Balter Invenomic generated a negative expected return over the last 90 days | |
| The fund holds about 70.47% of its assets under management (AUM) in cash |
Balter Invenomic Returns Distribution Density
The distribution of Balter Invenomic's historical returns is an attempt to chart the uncertainty of Balter Invenomic's future price movements. The chart of the probability distribution of Balter Invenomic daily returns describes the distribution of returns around its average expected value. We use Balter Invenomic Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Balter Invenomic returns is essential to provide solid investment advice for Balter Invenomic.
| Mean Return | -0.01 | Value At Risk | -1.06 | Potential Upside | 1.04 | Standard Deviation | 0.66 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Balter Invenomic 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.
Balter Invenomic 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 Balter Invenomic or Invenomic 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 Balter Invenomic'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 Balter 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 Dow Jones | -0.01 | |
β | Beta against Dow Jones | -0.1 | |
σ | Overall volatility | 0.64 | |
Ir | Information ratio | -0.21 |
Balter Invenomic Volatility Alert
Balter Invenomic Fund exhibits very low volatility with skewness of -0.11 and kurtosis of -0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Balter Invenomic'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 Balter Invenomic'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.Balter Invenomic Fundamentals Vs Peers
Comparing Balter Invenomic'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 Balter Invenomic's direct or indirect competition across all of the common fundamentals between Balter Invenomic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Balter Invenomic or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Balter Invenomic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Balter Invenomic by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Balter Invenomic to competition |
| Fundamentals | Balter Invenomic | Peer Average |
| Annual Yield | 0.03 % | 0.29 % |
| Year To Date Return | 1.77 % | 0.39 % |
| One Year Return | (10.82) % | 4.15 % |
| Three Year Return | 18.94 % | 3.60 % |
| Five Year Return | 23.12 % | 3.24 % |
| Net Asset | 1.4 B | 4.11 B |
| Last Dividend Paid | 0.01 | 0.65 |
| Cash Position Weight | 70.47 % | 10.61 % |
| Equity Positions Weight | 29.55 % | 63.90 % |
Balter Invenomic Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Balter . 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 | 9.2 T | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 17.58 | |||
| Day Typical Price | 17.58 | |||
| Price Action Indicator | 0.13 | |||
| Period Momentum Indicator | 0.26 |
About Balter Invenomic Buy or Sell Advice
When is the right time to buy or sell Balter Invenomic Fund? Buying financial instruments such as Balter 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 Balter Invenomic 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 Gold and Gold Mining Thematic Idea Now
Gold and Gold Mining
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 99 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 Gold and Gold Mining Theme or any other thematic opportunities.
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Other Information on Investing in Balter Mutual Fund
Balter Invenomic financial ratios help investors to determine whether Balter Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balter with respect to the benefits of owning Balter Invenomic security.
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