Jhancock Blue Chip Fund Buy Hold or Sell Recommendation
| JHBCX Fund | 60.86 0.86 1.39% |
Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Jhancock Blue Chip is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Jhancock Blue Chip given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Jhancock Blue Chip, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Jhancock Blue 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 Jhancock and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Jhancock Blue Chip. 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 main economic indicators.
Jhancock |
Execute Jhancock Blue Buy or Sell Advice
The Jhancock recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jhancock Blue Chip. Macroaxis does not own or have any residual interests in Jhancock Blue Chip or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jhancock Blue'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 | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Jhancock Blue Trading Alerts and Improvement Suggestions
| The fund retains 99.46% of its assets under management (AUM) in equities |
Jhancock Blue Returns Distribution Density
The distribution of Jhancock Blue's historical returns is an attempt to chart the uncertainty of Jhancock Blue's future price movements. The chart of the probability distribution of Jhancock Blue daily returns describes the distribution of returns around its average expected value. We use Jhancock Blue Chip price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jhancock Blue returns is essential to provide solid investment advice for Jhancock Blue.
| Mean Return | 0.0008 | Value At Risk | -2.18 | Potential Upside | 1.58 | Standard Deviation | 1.23 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jhancock Blue 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.
Jhancock Blue 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 Jhancock Blue or John Hancock 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 Jhancock Blue'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 Jhancock 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 | -0.0096 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 1.25 | |
Ir | Information ratio | -0.02 |
Jhancock Blue Volatility Alert
Jhancock Blue Chip has relatively low volatility with skewness of -1.71 and kurtosis of 5.86. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jhancock Blue'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 Jhancock Blue'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.Jhancock Blue Fundamentals Vs Peers
Comparing Jhancock Blue'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 Jhancock Blue's direct or indirect competition across all of the common fundamentals between Jhancock Blue and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jhancock Blue or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jhancock Blue's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jhancock Blue by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Jhancock Blue to competition |
| Fundamentals | Jhancock Blue | Peer Average |
| Year To Date Return | 41.36 % | 0.39 % |
| One Year Return | 6.00 % | 4.15 % |
| Three Year Return | 22.90 % | 3.60 % |
| Five Year Return | 2.67 % | 3.24 % |
| Net Asset | 4.3 B | 4.11 B |
| Last Dividend Paid | 0.08 | 0.65 |
| Holdings Turnover | 33.00 % | 23.92 % |
| Cash Position Weight | 0.25 % | 10.61 % |
| Equity Positions Weight | 99.46 % | 63.90 % |
| Bond Positions Weight | 0.02 % | 11.24 % |
Jhancock Blue Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jhancock . 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 | 60.86 | |||
| Day Typical Price | 60.86 | |||
| Price Action Indicator | (0.43) | |||
| Period Momentum Indicator | (0.86) |
About Jhancock Blue Buy or Sell Advice
When is the right time to buy or sell Jhancock Blue Chip? Buying financial instruments such as Jhancock 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 Jhancock Blue 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 Copper Thematic Idea Now
Copper
Companies involved in production of copper. The Copper theme has 40 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 Copper Theme or any other thematic opportunities.
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Other Information on Investing in Jhancock Mutual Fund
Jhancock Blue financial ratios help investors to determine whether Jhancock 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 Jhancock with respect to the benefits of owning Jhancock Blue security.
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