Anchor Tactical Equity Fund Buy Hold or Sell Recommendation

ATESX Fund  USD 13.98  0.06  0.43%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Anchor Tactical Equity is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Anchor Tactical Equity given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Anchor Tactical Equity, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Anchor Tactical 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 Anchor and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Anchor Tactical Equity. 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 state.

Execute Anchor Tactical Buy or Sell Advice

The Anchor recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Anchor Tactical Equity. Macroaxis does not own or have any residual interests in Anchor Tactical Equity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Anchor Tactical's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Anchor TacticalBuy Anchor Tactical
Cautious Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Anchor Tactical Equity has a Mean Deviation of 0.4955, Standard Deviation of 0.7456 and Variance of 0.556
Our trade advice tool can cross-verify current analyst consensus on Anchor Tactical Equity and to analyze the fund potential to grow in the current economic cycle. Please makes use of Anchor Tactical number of employees and net asset to make buy, hold, or sell decision on Anchor Tactical Equity.

Anchor Tactical Trading Alerts and Improvement Suggestions

Anchor Tactical generated a negative expected return over the last 90 days
Latest headline from news.google.com: New York State Common Retirement Fund Has 83,000 Stake in Anterix Inc. - Defense World
The fund holds about 60.39% of its assets under management (AUM) in cash

Anchor Tactical Returns Distribution Density

The distribution of Anchor Tactical's historical returns is an attempt to chart the uncertainty of Anchor Tactical's future price movements. The chart of the probability distribution of Anchor Tactical daily returns describes the distribution of returns around its average expected value. We use Anchor Tactical Equity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Anchor Tactical returns is essential to provide solid investment advice for Anchor Tactical.
Mean Return
-0.1
Value At Risk
-1.82
Potential Upside
1.07
Standard Deviation
0.75
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Anchor Tactical 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.

Anchor Tactical 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 Anchor Tactical or Anchor 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 Anchor Tactical'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 Anchor 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
-0.09
β
Beta against Dow Jones0.14
σ
Overall volatility
0.72
Ir
Information ratio 0

Anchor Tactical Volatility Alert

Anchor Tactical Equity exhibits very low volatility with skewness of -1.45 and kurtosis of 4.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Anchor Tactical'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 Anchor Tactical'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.

Anchor Tactical Fundamentals Vs Peers

Comparing Anchor Tactical'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 Anchor Tactical's direct or indirect competition across all of the common fundamentals between Anchor Tactical and the related equities. This way, we can detect undervalued stocks with similar characteristics as Anchor Tactical or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Anchor Tactical's fundamental indicators could also be used in its relative valuation, which is a method of valuing Anchor Tactical by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Anchor Tactical to competition
FundamentalsAnchor TacticalPeer Average
Year To Date Return1.72 %0.39 %
One Year Return(3.11) %4.15 %
Three Year Return1.48 %3.60 %
Five Year Return5.12 %3.24 %
Net Asset159.81 M4.11 B
Cash Position Weight60.39 %10.61 %
Equity Positions Weight39.61 %63.90 %

Anchor Tactical Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Anchor . 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.

About Anchor Tactical Buy or Sell Advice

When is the right time to buy or sell Anchor Tactical Equity? Buying financial instruments such as Anchor 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 Anchor Tactical 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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Chemicals Makers
Chemicals Makers Theme
Companies developing chemicals for crops, soil as well as human, and animals. The Chemicals Makers theme has 38 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 Chemicals Makers Theme or any other thematic opportunities.
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Other Information on Investing in Anchor Mutual Fund

Anchor Tactical financial ratios help investors to determine whether Anchor 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 Anchor with respect to the benefits of owning Anchor Tactical security.
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