Northeast Investors Trust Fund Buy Hold or Sell Recommendation
| NTHEX Fund | USD 3.74 0.01 0.27% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Northeast Investors Trust is 'Strong Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Northeast Investors Trust given historical horizon and risk tolerance towards Northeast Investors. When Macroaxis issues a 'buy' or 'sell' recommendation for Northeast Investors Trust, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Northeast Investors 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 Northeast and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Northeast Investors Trust. 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 income.
Northeast |
Execute Northeast Investors Buy or Sell Advice
The Northeast recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Northeast Investors Trust. Macroaxis does not own or have any residual interests in Northeast Investors Trust or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Northeast Investors' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Ignores market trends | Details | |
Analyst Consensus | Not Available | Details |
Northeast Investors Trading Alerts and Improvement Suggestions
| The fund maintains about 7.95% of its assets in cash |
Northeast Investors Returns Distribution Density
The distribution of Northeast Investors' historical returns is an attempt to chart the uncertainty of Northeast Investors' future price movements. The chart of the probability distribution of Northeast Investors daily returns describes the distribution of returns around its average expected value. We use Northeast Investors Trust price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Northeast Investors returns is essential to provide solid investment advice for Northeast Investors.
| Mean Return | 0.07 | Value At Risk | -0.27 | Potential Upside | 0.54 | Standard Deviation | 0.22 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Northeast Investors 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.
Northeast Investors 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 Northeast Investors or Northeast Investors 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 Northeast Investors' 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 Northeast 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 | 0.05 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.22 | |
Ir | Information ratio | -0.29 |
Northeast Investors Volatility Alert
Northeast Investors Trust exhibits very low volatility with skewness of 1.38 and kurtosis of 3.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Northeast Investors' 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 Northeast Investors' 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.Northeast Investors Fundamentals Vs Peers
Comparing Northeast Investors' 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 Northeast Investors' direct or indirect competition across all of the common fundamentals between Northeast Investors and the related equities. This way, we can detect undervalued stocks with similar characteristics as Northeast Investors or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Northeast Investors' fundamental indicators could also be used in its relative valuation, which is a method of valuing Northeast Investors by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Northeast Investors to competition |
| Fundamentals | Northeast Investors | Peer Average |
| Price To Earning | 11.05 X | 6.53 X |
| Price To Book | 0.69 X | 0.74 X |
| Price To Sales | 1.88 X | 0.61 X |
| Annual Yield | 0.03 % | 0.29 % |
| Year To Date Return | 6.77 % | 0.39 % |
| One Year Return | 11.37 % | 4.15 % |
| Three Year Return | 5.17 % | 3.60 % |
| Five Year Return | 3.45 % | 3.24 % |
| Ten Year Return | 1.82 % | 1.79 % |
| Net Asset | 134.97 M | 4.11 B |
| Minimum Initial Investment | 1 K | 976.16 K |
| Last Dividend Paid | 0.05 | 0.65 |
| Cash Position Weight | 7.95 % | 10.61 % |
| Equity Positions Weight | 12.20 % | 63.90 % |
| Bond Positions Weight | 71.12 % | 11.24 % |
Northeast Investors Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Northeast . 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 | 3.74 | |||
| Day Typical Price | 3.74 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 | |||
| Relative Strength Index | 47.23 |
About Northeast Investors Buy or Sell Advice
When is the right time to buy or sell Northeast Investors Trust? Buying financial instruments such as Northeast 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 Northeast Investors 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 Recycling Thematic Idea Now
Recycling
West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 46 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 Recycling Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Northeast Mutual Fund
Northeast Investors financial ratios help investors to determine whether Northeast 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 Northeast with respect to the benefits of owning Northeast Investors security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |