ALM Classic (Germany) Buy Hold or Sell Recommendation
| 0P00000PWH | EUR 376.62 0.00 0.00% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding ALM Classic RA is 'Cautious Hold'. Macroaxis provides ALM Classic buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding 0P00000PWH positions.
Check out ALM Classic 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 ALM and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards ALM Classic RA. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
ALM |
Execute ALM Classic Buy or Sell Advice
The ALM recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on ALM Classic RA. Macroaxis does not own or have any residual interests in ALM Classic RA or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute ALM Classic's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
ALM Classic Trading Alerts and Improvement Suggestions
| ALM Classic RA generated a negative expected return over the last 90 days | |
| The fund holds about 26.41% of its total net assets in cash |
ALM Classic Returns Distribution Density
The distribution of ALM Classic's historical returns is an attempt to chart the uncertainty of ALM Classic's future price movements. The chart of the probability distribution of ALM Classic daily returns describes the distribution of returns around its average expected value. We use ALM Classic RA price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of ALM Classic returns is essential to provide solid investment advice for ALM Classic.
| Mean Return | -0.02 | Value At Risk | -0.41 | Potential Upside | 0.32 | Standard Deviation | 0.24 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of ALM Classic 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.
ALM Classic 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 ALM Classic or AG2R La Mondiale Gestion d'Actifs 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 ALM Classic's price will be affected by overall 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 ALM 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 | -0.02 | |
β | Beta against Dow Jones | 0.07 | |
σ | Overall volatility | 0.25 | |
Ir | Information ratio | 0.39 |
ALM Classic Volatility Alert
ALM Classic RA exhibits very low volatility with skewness of 0.04 and kurtosis of 0.44. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure ALM Classic's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact ALM Classic's 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.ALM Classic Fundamentals Vs Peers
Comparing ALM Classic'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 ALM Classic's direct or indirect competition across all of the common fundamentals between ALM Classic and the related equities. This way, we can detect undervalued stocks with similar characteristics as ALM Classic or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of ALM Classic's fundamental indicators could also be used in its relative valuation, which is a method of valuing ALM Classic by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare ALM Classic to competition |
| Fundamentals | ALM Classic | Peer Average |
| One Year Return | (2.22) % | 4.15 % |
| Three Year Return | 0.49 % | 3.60 % |
| Five Year Return | 0.84 % | 3.24 % |
| Ten Year Return | 3.28 % | 1.79 % |
| Net Asset | 1.3 B | 4.11 B |
| Minimum Initial Investment | 1 | 976.16 K |
| Cash Position Weight | 26.41 % | 10.61 % |
| Equity Positions Weight | 27.91 % | 63.90 % |
| Bond Positions Weight | 38.28 % | 11.24 % |
ALM Classic Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as ALM . 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 | 376.62 | |||
| Day Typical Price | 376.62 |
About ALM Classic Buy or Sell Advice
When is the right time to buy or sell ALM Classic RA? Buying financial instruments such as ALM 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 ALM Classic 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 Basic Utilities Thematic Idea Now
Basic Utilities
Companies involved in production and distribution of electric, gas, water, and other energy utilities. The Basic Utilities theme has 41 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 Basic Utilities Theme or any other thematic opportunities.
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Other Information on Investing in ALM Fund
ALM Classic financial ratios help investors to determine whether ALM 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 ALM with respect to the benefits of owning ALM Classic security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |