Private Capital Management Fund Market Outlook
| VFPIX Fund | USD 18.36 0.07 0.38% |
Slightly above 62% of Private Capital's investor base is looking to short. The analysis of overall sentiment of trading Private Capital Management mutual fund suggests that many investors are alarmed at this time. Private Capital's investing sentiment can be driven by a variety of factors including economic data, Private Capital's earnings reports, geopolitical events, and overall market trends.
Comfort Level 38
Alarmed
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Private Capital's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Private Capital Management.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Private Capital Management is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Private Capital Management given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Private Capital Management, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Private Capital Buy or Sell Advice
The Private recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Private Capital Management. Macroaxis does not own or have any residual interests in Private Capital Management or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Private Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Mild | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Private Capital Trading Alerts and Improvement Suggestions
| The fund keeps about 11.09% of its net assets in cash |
Private Capital Returns Distribution Density
The distribution of Private Capital's historical returns is an attempt to chart the uncertainty of Private Capital's future price movements. The chart of the probability distribution of Private Capital daily returns describes the distribution of returns around its average expected value. We use Private Capital Management price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Private Capital returns is essential to provide solid investment advice for Private Capital.
| Mean Return | 0.05 | Value At Risk | -1.78 | Potential Upside | 2.11 | Standard Deviation | 1.22 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Private 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.
Private 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 Private Capital or Private Capital Management 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 Private 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 Private 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 | |
β | Beta against Dow Jones | 1.13 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | 0.01 |
Private Capital Volatility Alert
Private Capital Management has relatively low volatility with skewness of 0.9 and kurtosis of 3.37. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Private 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 Private 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.Private Capital Fundamentals Vs Peers
Comparing Private 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 Private Capital's direct or indirect competition across all of the common fundamentals between Private Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Private Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Private Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Private Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Private Capital to competition |
| Fundamentals | Private Capital | Peer Average |
| Price To Earning | 15.81 X | 6.53 X |
| Price To Book | 1.32 X | 0.74 X |
| Price To Sales | 0.28 X | 0.61 X |
| Year To Date Return | 0.49 % | 0.39 % |
| One Year Return | (2.15) % | 4.15 % |
| Three Year Return | 9.37 % | 3.60 % |
| Five Year Return | 13.06 % | 3.24 % |
| Ten Year Return | 5.78 % | 1.79 % |
| Net Asset | 70.81 M | 4.11 B |
| Minimum Initial Investment | 5 K | 976.16 K |
| Cash Position Weight | 11.09 % | 10.61 % |
| Equity Positions Weight | 88.91 % | 63.90 % |
Private Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Private . 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.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 18.36 | |||
| Day Typical Price | 18.36 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) | |||
| Relative Strength Index | 49.03 |
About Private Capital Buy or Sell Advice
When is the right time to buy or sell Private Capital Management? Buying financial instruments such as Private 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 Private 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 Investor Favorites Thematic Idea Now
Investor Favorites
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 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 Investor Favorites Theme or any other thematic opportunities.
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Other Information on Investing in Private Mutual Fund
Private Capital financial ratios help investors to determine whether Private 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 Private with respect to the benefits of owning Private Capital security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |