Swan Hedged Equity Etf Buy Hold or Sell Recommendation
| HEGD Etf | USD 22.58 0.01 0.04% |
Given the investment horizon of 90 days and your complete indifference towards market risk, our recommendation regarding Swan Hedged Equity is 'Buy'. Macroaxis provides Swan Hedged buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HEGD positions.
Check out Swan Hedged 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 Swan and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Swan Hedged Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.
Swan |
Execute Swan Hedged Buy or Sell Advice
The Swan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Swan Hedged Equity. Macroaxis does not own or have any residual interests in Swan Hedged Equity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Swan Hedged's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Modest | 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 | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
Swan Hedged Trading Alerts and Improvement Suggestions
| The fund retains 107.18% of its assets under management (AUM) in equities |
Swan Hedged Returns Distribution Density
The distribution of Swan Hedged's historical returns is an attempt to chart the uncertainty of Swan Hedged's future price movements. The chart of the probability distribution of Swan Hedged daily returns describes the distribution of returns around its average expected value. We use Swan Hedged Equity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Swan Hedged returns is essential to provide solid investment advice for Swan Hedged.
| Mean Return | 0.05 | Value At Risk | -1.01 | Potential Upside | 0.72 | Standard Deviation | 0.50 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Swan Hedged 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.
Swan Hedged 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 Swan Hedged or Swan 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 Swan Hedged'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 Swan 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 | 0.05 | |
σ | Overall volatility | 0.50 | |
Ir | Information ratio | 0.03 |
Swan Hedged Volatility Alert
Swan Hedged Equity exhibits very low volatility with skewness of -0.23 and kurtosis of 3.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Swan Hedged'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 Swan Hedged'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.Swan Hedged Fundamentals Vs Peers
Comparing Swan Hedged'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 Swan Hedged's direct or indirect competition across all of the common fundamentals between Swan Hedged and the related equities. This way, we can detect undervalued stocks with similar characteristics as Swan Hedged or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Swan Hedged's fundamental indicators could also be used in its relative valuation, which is a method of valuing Swan Hedged by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Swan Hedged to competition |
| Fundamentals | Swan Hedged | Peer Average |
| Beta | 0.54 | |
| One Year Return | 17.40 % | (0.97) % |
| Three Year Return | 6.70 % | 3.23 % |
| Net Asset | 123.23 M | 2.29 B |
| Equity Positions Weight | 107.18 % | 52.82 % |
Swan Hedged Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Swan . 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 Swan Hedged Buy or Sell Advice
When is the right time to buy or sell Swan Hedged Equity? Buying financial instruments such as Swan 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 Swan Hedged 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 Sports Thematic Idea Now
Sports
Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 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 Sports Theme or any other thematic opportunities.
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Check out Swan Hedged 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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
The market value of Swan Hedged Equity is measured differently than its book value, which is the value of Swan that is recorded on the company's balance sheet. Investors also form their own opinion of Swan Hedged's value that differs from its market value or its book value, called intrinsic value, which is Swan Hedged'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 Swan Hedged's market value can be influenced by many factors that don't directly affect Swan Hedged'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 Swan Hedged's value and its price as these two are different measures arrived at by different means. Investors typically determine if Swan Hedged is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Swan Hedged'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.