Cdspi Petite Cap Fund Buy Hold or Sell Recommendation
| 0P000070KP | CAD 73.33 1.04 1.40% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding CDSPI petite cap is 'Strong Hold'. Macroaxis provides CDSPI Petite buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding 0P000070KP positions.
Check out CDSPI Petite 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 CDSPI and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards CDSPI petite cap. 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.
CDSPI |
Execute CDSPI Petite Buy or Sell Advice
The CDSPI recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on CDSPI petite cap. Macroaxis does not own or have any residual interests in CDSPI petite cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute CDSPI Petite's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
CDSPI Petite Trading Alerts and Improvement Suggestions
| The fund generated three year return of -3.0% | |
| CDSPI petite cap holds 96.05% of its total net assets in equities |
CDSPI Petite Returns Distribution Density
The distribution of CDSPI Petite's historical returns is an attempt to chart the uncertainty of CDSPI Petite's future price movements. The chart of the probability distribution of CDSPI Petite daily returns describes the distribution of returns around its average expected value. We use CDSPI petite cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of CDSPI Petite returns is essential to provide solid investment advice for CDSPI Petite.
| Mean Return | 0.12 | Value At Risk | -1.33 | Potential Upside | 1.64 | Standard Deviation | 1.18 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of CDSPI Petite 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.
CDSPI Petite 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 CDSPI Petite or CDSPI 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 CDSPI Petite'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 CDSPI 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 | 0.11 | |
β | Beta against Dow Jones | 0.19 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | 0.07 |
CDSPI Petite Volatility Alert
CDSPI petite cap has low volatility with Treynor Ratio of 0.59, Maximum Drawdown of 9.36 and kurtosis of 9.24. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure CDSPI Petite'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 CDSPI Petite'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.CDSPI Petite Fundamentals Vs Peers
Comparing CDSPI Petite'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 CDSPI Petite's direct or indirect competition across all of the common fundamentals between CDSPI Petite and the related equities. This way, we can detect undervalued stocks with similar characteristics as CDSPI Petite or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of CDSPI Petite's fundamental indicators could also be used in its relative valuation, which is a method of valuing CDSPI Petite by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare CDSPI Petite to competition |
| Fundamentals | CDSPI Petite | Peer Average |
| One Year Return | (16.24) % | 4.15 % |
| Three Year Return | (2.66) % | 3.60 % |
| Five Year Return | 2.73 % | 3.24 % |
| Ten Year Return | 9.98 % | 1.79 % |
| Net Asset | 5.77 M | 4.11 B |
| Minimum Initial Investment | 50 | 976.16 K |
| Cash Position Weight | 3.95 % | 10.61 % |
| Equity Positions Weight | 96.05 % | 63.90 % |
CDSPI Petite Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as CDSPI . 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 | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 73.33 | |||
| Day Typical Price | 73.33 | |||
| Price Action Indicator | (0.52) | |||
| Period Momentum Indicator | (1.04) |
About CDSPI Petite Buy or Sell Advice
When is the right time to buy or sell CDSPI petite cap? Buying financial instruments such as CDSPI 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.
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In addition to having CDSPI Petite 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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Other Information on Investing in CDSPI Fund
CDSPI Petite financial ratios help investors to determine whether CDSPI 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 CDSPI with respect to the benefits of owning CDSPI Petite security.
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