Modern Capital Tactical Fund Buy Hold or Sell Recommendation
| MCTDX Fund | USD 10.91 0.05 0.46% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Modern Capital Tactical is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Modern Capital Tactical given historical horizon and risk tolerance towards Modern Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Modern Capital Tactical, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Modern Capital 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 Modern and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Modern Capital Tactical. 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 unemployment.
Modern |
Execute Modern Capital Buy or Sell Advice
The Modern recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Modern Capital Tactical. Macroaxis does not own or have any residual interests in Modern Capital Tactical or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Modern Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
Modern Capital Trading Alerts and Improvement Suggestions
| The fund maintains about 45.42% of its assets in cash |
Modern Capital Returns Distribution Density
The distribution of Modern Capital's historical returns is an attempt to chart the uncertainty of Modern Capital's future price movements. The chart of the probability distribution of Modern Capital daily returns describes the distribution of returns around its average expected value. We use Modern Capital Tactical price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Modern Capital returns is essential to provide solid investment advice for Modern Capital.
| Mean Return | 0.09 | Value At Risk | -0.48 | Potential Upside | 0.68 | Standard Deviation | 0.37 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Modern Capital 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.
Modern Capital 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 Modern Capital or Modern Capital 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 Modern Capital'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 Modern 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 | 0.04 | |
β | Beta against Dow Jones | 0.34 | |
σ | Overall volatility | 0.36 | |
Ir | Information ratio | -0.12 |
Modern Capital Volatility Alert
Modern Capital Tactical exhibits very low volatility with skewness of 0.16 and kurtosis of -0.12. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Modern Capital'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 Modern Capital'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.Modern Capital Fundamentals Vs Peers
Comparing Modern Capital'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 Modern Capital's direct or indirect competition across all of the common fundamentals between Modern Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Modern Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Modern Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Modern Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Modern Capital to competition |
| Fundamentals | Modern Capital | Peer Average |
| Annual Yield | 0.11 % | 0.29 % |
| Net Asset | 39.57 M | 4.11 B |
| Cash Position Weight | 45.42 % | 10.61 % |
| Equity Positions Weight | 46.78 % | 63.90 % |
| Bond Positions Weight | 3.83 % | 11.24 % |
Modern Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Modern . 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 | 1.0 | |||
| Day Median Price | 10.91 | |||
| Day Typical Price | 10.91 | |||
| Price Action Indicator | 0.025 | |||
| Period Momentum Indicator | 0.05 | |||
| Relative Strength Index | 67.81 |
About Modern Capital Buy or Sell Advice
When is the right time to buy or sell Modern Capital Tactical? Buying financial instruments such as Modern 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 Modern Capital 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 Pharmaceutical Products Thematic Idea Now
Pharmaceutical Products
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Pharmaceutical Products theme has 61 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 Pharmaceutical Products Theme or any other thematic opportunities.
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Other Information on Investing in Modern Mutual Fund
Modern Capital financial ratios help investors to determine whether Modern 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 Modern with respect to the benefits of owning Modern Capital security.
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