Ishares Msci Usa Etf Buy Hold or Sell Recommendation
| KLD Etf | USD 123.00 1.26 1.01% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding iShares MSCI USA is 'Strong Sell'. Macroaxis provides IShares MSCI buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding KLD positions.
Check out IShares MSCI 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 MSCI USA. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
IShares |
Execute IShares MSCI 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 MSCI USA. Macroaxis does not own or have any residual interests in iShares MSCI USA or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute IShares MSCI's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | 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 MSCI Trading Alerts and Improvement Suggestions
IShares MSCI Returns Distribution Density
The distribution of IShares MSCI's historical returns is an attempt to chart the uncertainty of IShares MSCI's future price movements. The chart of the probability distribution of IShares MSCI daily returns describes the distribution of returns around its average expected value. We use iShares MSCI USA price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of IShares MSCI returns is essential to provide solid investment advice for IShares MSCI.
| Mean Return | 0.09 | Value At Risk | -1.29 | Potential Upside | 1.19 | Standard Deviation | 0.77 |
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 MSCI 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 MSCI 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 MSCI or Large Blend 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 MSCI'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 | 0.08 | |
β | Beta against Dow Jones | -0.02 | |
σ | Overall volatility | 0.77 | |
Ir | Information ratio | -0.03 |
IShares MSCI Volatility Alert
iShares MSCI USA has low volatility with Treynor Ratio of -4.11, Maximum Drawdown of 3.47 and kurtosis of 0.9. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure IShares MSCI'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 MSCI'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 MSCI Fundamentals Vs Peers
Comparing IShares MSCI'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 MSCI's direct or indirect competition across all of the common fundamentals between IShares MSCI and the related equities. This way, we can detect undervalued stocks with similar characteristics as IShares MSCI or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of IShares MSCI's fundamental indicators could also be used in its relative valuation, which is a method of valuing IShares MSCI by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare IShares MSCI to competition |
| Fundamentals | IShares MSCI | Peer Average |
| Price To Earning | 19.91 X | 3.15 X |
| Price To Book | 3.56 X | 0.39 X |
| Price To Sales | 1.63 X | 0.33 X |
| One Year Return | 19.99 % | (0.97) % |
| Net Asset | 572.23 M | 2.29 B |
| Equity Positions Weight | 99.82 % | 52.82 % |
Note: Discretionary transaction by Carlyle Group Management L.l.c. of tradable shares of KLD subject to Rule 16b-3 [view details]
IShares MSCI 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.
| Accumulation Distribution | 0.0083 | |||
| Daily Balance Of Power | (1.24) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 122.52 | |||
| Day Typical Price | 122.68 | |||
| Market Facilitation Index | 1.02 | |||
| Price Action Indicator | (0.15) | |||
| Period Momentum Indicator | (1.26) | |||
| Relative Strength Index | 36.44 |
About IShares MSCI Buy or Sell Advice
When is the right time to buy or sell iShares MSCI USA? 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 MSCI 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 Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
The market value of iShares MSCI USA 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 MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI'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 MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI'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 MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI'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.