Ishares Global Utilities Etf Buy Hold or Sell Recommendation
| JXI Etf | USD 69.04 0.87 1.28% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding iShares Global Utilities is 'Cautious Hold'. The recommendation algorithm takes into account all of IShares Global's available fundamental, technical, and predictive indicators you will find on this site.
Check out IShares Global 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 Global Utilities. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest.
IShares |
Execute IShares Global 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 Global Utilities. Macroaxis does not own or have any residual interests in iShares Global Utilities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute IShares Global's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious 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 | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
IShares Global Trading Alerts and Improvement Suggestions
| Latest headline from seekingalpha.com: The most overbought and oversold global sectors - Utilities most OB | |
| The fund retains 99.86% of its assets under management (AUM) in equities |
IShares Global Returns Distribution Density
The distribution of IShares Global's historical returns is an attempt to chart the uncertainty of IShares Global's future price movements. The chart of the probability distribution of IShares Global daily returns describes the distribution of returns around its average expected value. We use iShares Global Utilities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of IShares Global returns is essential to provide solid investment advice for IShares Global.
| Mean Return | 0.06 | Value At Risk | -1.58 | Potential Upside | 1.19 | Standard Deviation | 0.81 |
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 Global 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 Global 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 Global 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 Global'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 | 0.04 | |
β | Beta against Dow Jones | 0.12 | |
σ | Overall volatility | 0.83 | |
Ir | Information ratio | -0.04 |
IShares Global Volatility Alert
iShares Global Utilities has low volatility with Treynor Ratio of 0.43, Maximum Drawdown of 3.82 and kurtosis of 0.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure IShares Global'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 Global'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 Global Fundamentals Vs Peers
Comparing IShares Global'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 Global's direct or indirect competition across all of the common fundamentals between IShares Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as IShares Global or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of IShares Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing IShares Global by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare IShares Global to competition |
| Fundamentals | IShares Global | Peer Average |
| Price To Earning | 15.09 X | 3.15 X |
| Price To Book | 1.46 X | 0.39 X |
| Price To Sales | 1.00 X | 0.33 X |
| Beta | 0.8 | |
| One Year Return | 23.00 % | (0.97) % |
| Three Year Return | 6.80 % | 3.23 % |
| Five Year Return | 6.80 % | 1.12 % |
| Ten Year Return | 6.80 % | 1.20 % |
| Net Asset | 153.5 M | 2.29 B |
| Last Dividend Paid | 0.59 | 0.14 |
| Equity Positions Weight | 99.86 % | 52.82 % |
IShares Global 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 Global Buy or Sell Advice
When is the right time to buy or sell iShares Global Utilities? 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.
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Check out IShares Global 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 Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of iShares Global Utilities 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 Global's value that differs from its market value or its book value, called intrinsic value, which is IShares Global'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 Global's market value can be influenced by many factors that don't directly affect IShares Global'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 Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Global'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.