Ishares Regional Banks Etf Buy Hold or Sell Recommendation
| IAT Etf | USD 56.68 0.22 0.39% |
Considering the 90-day investment horizon and your way above-average risk tolerance, our recommendation regarding iShares Regional Banks is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell iShares Regional Banks given historical horizon and risk tolerance towards IShares Regional. When Macroaxis issues a 'buy' or 'sell' recommendation for iShares Regional Banks, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out IShares Regional 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 IShares and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards iShares Regional Banks. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation.
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Execute IShares Regional Buy or Sell Advice
The IShares recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on iShares Regional Banks. Macroaxis does not own or have any residual interests in iShares Regional Banks or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute IShares Regional's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | 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 | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
IShares Regional Trading Alerts and Improvement Suggestions
| Latest headline from zacks.com: Should You Invest in the iShares U.S. Regional Banks ETF | |
| The fund retains 99.74% of its assets under management (AUM) in equities |
IShares Regional Returns Distribution Density
The distribution of IShares Regional's historical returns is an attempt to chart the uncertainty of IShares Regional's future price movements. The chart of the probability distribution of IShares Regional daily returns describes the distribution of returns around its average expected value. We use iShares Regional Banks price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of IShares Regional returns is essential to provide solid investment advice for IShares Regional.
| Mean Return | 0.29 | Value At Risk | -2.2 | Potential Upside | 2.63 | Standard Deviation | 1.90 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of IShares Regional 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.
IShares Regional 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 IShares Regional or iShares 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 IShares Regional's 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 IShares 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 Dow Jones | 0.05 | |
β | Beta against Dow Jones | 1.96 | |
σ | Overall volatility | 1.93 | |
Ir | Information ratio | 0.09 |
IShares Regional Volatility Alert
iShares Regional Banks has relatively low volatility with skewness of 3.04 and kurtosis of 17.39. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure IShares Regional's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact IShares Regional's 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.IShares Regional Fundamentals Vs Peers
Comparing IShares Regional'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 IShares Regional's direct or indirect competition across all of the common fundamentals between IShares Regional and the related equities. This way, we can detect undervalued stocks with similar characteristics as IShares Regional or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of IShares Regional's fundamental indicators could also be used in its relative valuation, which is a method of valuing IShares Regional by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare IShares Regional to competition |
| Fundamentals | IShares Regional | Peer Average |
| Price To Earning | 17.16 X | 3.15 X |
| Price To Book | 1.45 X | 0.39 X |
| Price To Sales | 4.12 X | 0.33 X |
| Beta | 1.0 | |
| One Year Return | 63.80 % | (0.97) % |
| Five Year Return | 6.00 % | 1.12 % |
| Ten Year Return | 7.80 % | 1.20 % |
| Net Asset | 771.89 M | 2.29 B |
| Last Dividend Paid | 0.21 | 0.14 |
| Equity Positions Weight | 99.74 % | 52.82 % |
IShares Regional Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as IShares . 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 IShares Regional Buy or Sell Advice
When is the right time to buy or sell iShares Regional Banks? Buying financial instruments such as IShares 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 IShares Regional 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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Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 40 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 Momentum Theme or any other thematic opportunities.
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Check out IShares Regional 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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of iShares Regional Banks is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Regional's value that differs from its market value or its book value, called intrinsic value, which is IShares Regional's 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 IShares Regional's market value can be influenced by many factors that don't directly affect IShares Regional's 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 IShares Regional's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Regional is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Regional'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.