EXES FUNDO (Brazil) Buy Hold or Sell Recommendation
| EXES11 Fund | 9.49 0.01 0.11% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding EXES FUNDO DE is 'Cautious Hold'. Macroaxis provides EXES FUNDO buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EXES11 positions.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. Note, we conduct extensive research on individual funds such as EXES and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards EXES FUNDO DE. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
EXES |
Execute EXES FUNDO Buy or Sell Advice
The EXES recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on EXES FUNDO DE. Macroaxis does not own or have any residual interests in EXES FUNDO DE or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute EXES FUNDO's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Economic Sensitivity | Barely shadows the market | Details |
EXES FUNDO thematic classifications
 | Hybrid Mix FundsFunds investing in combination of stocks, bonds and money market instruments | |
 | Small Blend FundsFunds with small to mid capitalization growth and value assets | |
 | Large Blend FundsFunds with large capitalization growth and value instruments |
EXES FUNDO Returns Distribution Density
The distribution of EXES FUNDO's historical returns is an attempt to chart the uncertainty of EXES FUNDO's future price movements. The chart of the probability distribution of EXES FUNDO daily returns describes the distribution of returns around its average expected value. We use EXES FUNDO DE price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of EXES FUNDO returns is essential to provide solid investment advice for EXES FUNDO.
| Mean Return | 0.05 | Value At Risk | -0.95 | Potential Upside | 1.09 | Standard Deviation | 0.58 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of EXES FUNDO 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.
EXES FUNDO 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 EXES FUNDO or Hybrid Mix Funds 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 EXES FUNDO's price will be affected by overall 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 EXES 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 | 0.03 | |
β | Beta against Dow Jones | 0.12 | |
σ | Overall volatility | 0.60 | |
Ir | Information ratio | -0.11 |
EXES FUNDO Volatility Alert
EXES FUNDO DE has low volatility with Treynor Ratio of 0.33, Maximum Drawdown of 3.17 and kurtosis of 4.37. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure EXES FUNDO's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact EXES FUNDO's 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.EXES FUNDO Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as EXES . 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.
Use Investing Ideas to Build Portfolios
In addition to having EXES FUNDO 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 Aggressive Funds Thematic Idea Now
Aggressive Funds
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds theme has 43 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 Aggressive Funds Theme or any other thematic opportunities.
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