Wisdomtree Floating Rate Fund Buy Hold or Sell Recommendation
| FLTTX Fund | USD 1.01 0.00 0.00% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Wisdomtree Floating Rate is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Wisdomtree Floating Rate given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Wisdomtree Floating Rate, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Wisdomtree Floating 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 Wisdomtree and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Wisdomtree Floating Rate. 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 estimate.
Wisdomtree |
Execute Wisdomtree Floating Buy or Sell Advice
The Wisdomtree recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Wisdomtree Floating Rate. Macroaxis does not own or have any residual interests in Wisdomtree Floating Rate or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Wisdomtree Floating's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | OK | Details | |
Volatility | Not too volatile | 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 |
Wisdomtree Floating Trading Alerts and Improvement Suggestions
| Wisdomtree Floating has some characteristics of a very speculative penny stock | |
| The fund generated three year return of -2.0% | |
| Wisdomtree Floating Rate retains 97.74% of its assets under management (AUM) in equities |
Wisdomtree Floating Returns Distribution Density
The distribution of Wisdomtree Floating's historical returns is an attempt to chart the uncertainty of Wisdomtree Floating's future price movements. The chart of the probability distribution of Wisdomtree Floating daily returns describes the distribution of returns around its average expected value. We use Wisdomtree Floating Rate price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Wisdomtree Floating returns is essential to provide solid investment advice for Wisdomtree Floating.
| Mean Return | 0.02 | Value At Risk | 0.00 | Potential Upside | 0.00 | Standard Deviation | 0.12 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Wisdomtree Floating 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.
Wisdomtree Floating 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 Wisdomtree Floating or WisdomTree 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 Wisdomtree Floating'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 Wisdomtree 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 | 0.02 | |
σ | Overall volatility | 0.13 | |
Ir | Information ratio | -0.89 |
Wisdomtree Floating Volatility Alert
Wisdomtree Floating Rate exhibits very low volatility with skewness of 8.12 and kurtosis of 66.0. Wisdomtree Floating Rate is a potential penny fund. Although Wisdomtree Floating may be in fact a good instrument to invest, many penny mutual funds are speculative in nature and are subject to artificial price hype. Please make sure you totally understand the upside potential and downside risk of investing in Wisdomtree Floating Rate. We encourage investors to look for signals such as email spams, message board hypes, claims of breakthroughs, volume upswings, sudden news releases, promotions that are not reported, or demotions released before SEC filings. Please also check biographies and work history of current and past company officers before investing in high volatility instruments, penny stocks, or equities with microcap classification. You can indeed make money on Wisdomtree instrument if you perfectly time your entry and exit. However, remember that penny funds that have been the subject of artificial hype usually unable to maintain their increased share price for more than just a few days. The price of a promoted high volatility instrument will almost always revert back. The only way to increase shareholder value is through legitimate performance backed up by solid fundamentals.Wisdomtree Floating Fundamentals Vs Peers
Comparing Wisdomtree Floating'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 Wisdomtree Floating's direct or indirect competition across all of the common fundamentals between Wisdomtree Floating and the related equities. This way, we can detect undervalued stocks with similar characteristics as Wisdomtree Floating or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Wisdomtree Floating's fundamental indicators could also be used in its relative valuation, which is a method of valuing Wisdomtree Floating by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Wisdomtree Floating to competition |
| Fundamentals | Wisdomtree Floating | Peer Average |
| Price To Earning | 14.79 X | 6.53 X |
| Price To Book | 2.79 X | 0.74 X |
| Price To Sales | 1.75 X | 0.61 X |
| One Year Return | 17.76 % | 4.15 % |
| Three Year Return | (1.88) % | 3.60 % |
| Five Year Return | 14.41 % | 3.24 % |
| Ten Year Return | 15.30 % | 1.79 % |
| Minimum Initial Investment | 2.5 K | 976.16 K |
| Last Dividend Paid | 0.08 | 0.65 |
| Holdings Turnover | 57.00 % | 23.92 % |
| Cash Position Weight | 1.93 % | 10.61 % |
| Equity Positions Weight | 97.74 % | 63.90 % |
Wisdomtree Floating Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Wisdomtree . 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 Wisdomtree Floating Buy or Sell Advice
When is the right time to buy or sell Wisdomtree Floating Rate? Buying financial instruments such as Wisdomtree 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 Wisdomtree Floating 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 Wisdomtree Mutual Fund
Wisdomtree Floating financial ratios help investors to determine whether Wisdomtree 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 Wisdomtree with respect to the benefits of owning Wisdomtree Floating security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |