Simplify Macro Strategy Etf Buy Hold or Sell Recommendation
| FIG Etf | USD 21.30 0.07 0.33% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Simplify Macro Strategy is 'Cautious Hold'. Macroaxis provides Simplify Macro buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FIG positions.
Check out Simplify Macro 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 Simplify and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Simplify Macro Strategy. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
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Execute Simplify Macro Buy or Sell Advice
The Simplify recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Simplify Macro Strategy. Macroaxis does not own or have any residual interests in Simplify Macro Strategy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Simplify Macro'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 | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
Simplify Macro Trading Alerts and Improvement Suggestions
| Simplify Macro generated a negative expected return over the last 90 days | |
| About 73.0% of the company shares are owned by institutional investors | |
| Latest headline from insidermonkey.com: Why New Fortress Energy Inc. Went Down On Wednesday | |
| The fund retains roughly 7.76% of its assets under management (AUM) in fixed income securities |
Simplify Macro Returns Distribution Density
The distribution of Simplify Macro's historical returns is an attempt to chart the uncertainty of Simplify Macro's future price movements. The chart of the probability distribution of Simplify Macro daily returns describes the distribution of returns around its average expected value. We use Simplify Macro Strategy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Simplify Macro returns is essential to provide solid investment advice for Simplify Macro.
| Mean Return | -0.04 | Value At Risk | -1.34 | Potential Upside | 1.04 | 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 Simplify Macro 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.
Simplify Macro 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 Simplify Macro or Simplify Asset 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 Simplify Macro'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 Simplify 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 | -0.04 | |
β | Beta against Dow Jones | 0.07 | |
σ | Overall volatility | 0.78 | |
Ir | Information ratio | 0.12 |
Simplify Macro Volatility Alert
Simplify Macro Strategy exhibits very low volatility with skewness of -0.29 and kurtosis of 0.59. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Simplify Macro'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 Simplify Macro'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.Simplify Macro Fundamentals Vs Peers
Comparing Simplify Macro'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 Simplify Macro's direct or indirect competition across all of the common fundamentals between Simplify Macro and the related equities. This way, we can detect undervalued stocks with similar characteristics as Simplify Macro or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Simplify Macro's fundamental indicators could also be used in its relative valuation, which is a method of valuing Simplify Macro by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Simplify Macro to competition |
| Fundamentals | Simplify Macro | Peer Average |
| Price To Earning | 10.05 X | 3.15 X |
| Price To Book | 2.70 X | 0.39 X |
| Price To Sales | 3.23 X | 0.33 X |
| One Year Return | (4.90) % | (0.97) % |
| Net Asset | 20.66 M | 2.29 B |
| Last Dividend Paid | 0.36 | 0.14 |
| Equity Positions Weight | 8.67 % | 52.82 % |
| Bond Positions Weight | 7.76 % | 8.16 % |
Note: Disposition of 32510 shares by Bass Daniel of Simplify Macro subject to Rule 16b-3 [view details]
Simplify Macro Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Simplify . 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 Simplify Macro Buy or Sell Advice
When is the right time to buy or sell Simplify Macro Strategy? Buying financial instruments such as Simplify 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.
Use Investing Ideas to Build Portfolios
In addition to having Simplify Macro 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 Hotels Thematic Idea Now
Hotels
Hotels, inns, motels, and other companies providing lodging and hospitality services. The Hotels theme has 37 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 Hotels Theme or any other thematic opportunities.
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Check out Simplify Macro 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 Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of Simplify Macro Strategy is measured differently than its book value, which is the value of Simplify that is recorded on the company's balance sheet. Investors also form their own opinion of Simplify Macro's value that differs from its market value or its book value, called intrinsic value, which is Simplify Macro'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 Simplify Macro's market value can be influenced by many factors that don't directly affect Simplify Macro'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 Simplify Macro's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Macro is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Macro'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.