Sofi Select 500 Etf Buy Hold or Sell Recommendation
| SFY Etf | USD 110.78 0.66 0.59% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding SoFi Select 500 is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell SoFi Select 500 given historical horizon and risk tolerance towards SoFi Select. When Macroaxis issues a 'buy' or 'sell' recommendation for SoFi Select 500, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out SoFi Select 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 SoFi and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards SoFi Select 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census.
SoFi |
Execute SoFi Select Buy or Sell Advice
The SoFi recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SoFi Select 500. Macroaxis does not own or have any residual interests in SoFi Select 500 or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SoFi Select'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 | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
SoFi Select Trading Alerts and Improvement Suggestions
| SoFi Select 500 has 1.18 B in debt. SoFi Select 500 has a current ratio of 0.5, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist SoFi Select until it has trouble settling it off, either with new capital or with free cash flow. So, SoFi Select's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like SoFi Select 500 sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for SoFi to invest in growth at high rates of return. When we think about SoFi Select's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the last year's revenue of 302.01 M. Reported Net Loss for the year was (1.42 B) with profit before taxes, overhead, and interest of 435.1 M. | |
| About 74.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Is SoFi Select 500 ETF a Strong ETF Right Now - MSN | |
| The fund maintains 99.69% of its assets in stocks |
SoFi Select Returns Distribution Density
The distribution of SoFi Select's historical returns is an attempt to chart the uncertainty of SoFi Select's future price movements. The chart of the probability distribution of SoFi Select daily returns describes the distribution of returns around its average expected value. We use SoFi Select 500 price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SoFi Select returns is essential to provide solid investment advice for SoFi Select.
| Mean Return | 0.15 | Value At Risk | -1.69 | Potential Upside | 1.52 | Standard Deviation | 0.99 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SoFi Select 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.
SoFi Select 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 SoFi Select or SoFi 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 SoFi Select'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 SoFi 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 | 0.02 | |
β | Beta against Dow Jones | 0.95 | |
σ | Overall volatility | 0.99 | |
Ir | Information ratio | 0.02 |
SoFi Select Volatility Alert
SoFi Select 500 has relatively low volatility with skewness of -0.31 and kurtosis of 2.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SoFi Select'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 SoFi Select'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.SoFi Select Fundamentals Vs Peers
Comparing SoFi Select'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 SoFi Select's direct or indirect competition across all of the common fundamentals between SoFi Select and the related equities. This way, we can detect undervalued stocks with similar characteristics as SoFi Select or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of SoFi Select's fundamental indicators could also be used in its relative valuation, which is a method of valuing SoFi Select by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare SoFi Select to competition |
| Fundamentals | SoFi Select | Peer Average |
| Price To Earning | 63.75 X | 3.15 X |
| Price To Book | 1.05 X | 0.39 X |
| Price To Sales | 0.03 X | 0.33 X |
| Beta | 1.06 | |
| One Year Return | 39.30 % | (0.97) % |
| Three Year Return | 10.40 % | 3.23 % |
| Five Year Return | 16.70 % | 1.12 % |
| Net Asset | 353.45 M | 2.29 B |
| Last Dividend Paid | 0.082 | 0.14 |
| Equity Positions Weight | 99.69 % | 52.82 % |
Note: Acquisition by Lanier Douglas J of 2500 shares of SoFi Select at 15.8392 subject to Rule 16b-3 [view details]
SoFi Select Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SoFi . 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 | 279.73 | |||
| Daily Balance Of Power | (0.64) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 110.68 | |||
| Day Typical Price | 110.71 | |||
| Price Action Indicator | (0.22) | |||
| Period Momentum Indicator | (0.66) | |||
| Relative Strength Index | 70.33 |
About SoFi Select Buy or Sell Advice
When is the right time to buy or sell SoFi Select 500? Buying financial instruments such as SoFi 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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In addition to having SoFi Select 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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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.
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Check out SoFi Select 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 File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of SoFi Select 500 is measured differently than its book value, which is the value of SoFi that is recorded on the company's balance sheet. Investors also form their own opinion of SoFi Select's value that differs from its market value or its book value, called intrinsic value, which is SoFi Select'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 SoFi Select's market value can be influenced by many factors that don't directly affect SoFi Select'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 SoFi Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if SoFi Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SoFi Select'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.