Invesco Kbw Premium Etf Buy Hold or Sell Recommendation
| KBWY Etf | USD 19.25 0.04 0.21% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Invesco KBW Premium is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Invesco KBW Premium given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Invesco KBW Premium, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Invesco KBW 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 Invesco and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Invesco KBW Premium. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing.
Invesco |
Execute Invesco KBW Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco KBW Premium. Macroaxis does not own or have any residual interests in Invesco KBW Premium or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco KBW's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
Invesco KBW Trading Alerts and Improvement Suggestions
| Invesco KBW Premium generated a negative expected return over the last 90 days | |
| The fund created five year return of -1.0% | |
| Invesco KBW Premium maintains all of its assets in stocks |
Invesco KBW Returns Distribution Density
The distribution of Invesco KBW's historical returns is an attempt to chart the uncertainty of Invesco KBW's future price movements. The chart of the probability distribution of Invesco KBW daily returns describes the distribution of returns around its average expected value. We use Invesco KBW Premium price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco KBW returns is essential to provide solid investment advice for Invesco KBW.
| Mean Return | -0.1 | Value At Risk | -1.58 | Potential Upside | 1.08 | Standard Deviation | 0.82 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco KBW 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.
Invesco KBW 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 Invesco KBW or Invesco 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 Invesco KBW'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 Invesco 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 | -0.15 | |
β | Beta against Dow Jones | 0.47 | |
σ | Overall volatility | 0.78 | |
Ir | Information ratio | -0.25 |
Invesco KBW Volatility Alert
Invesco KBW Premium exhibits very low volatility with skewness of -0.1 and kurtosis of 0.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco KBW'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 Invesco KBW'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.Invesco KBW Fundamentals Vs Peers
Comparing Invesco KBW'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 Invesco KBW's direct or indirect competition across all of the common fundamentals between Invesco KBW and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco KBW or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Invesco KBW's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco KBW by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco KBW to competition |
| Fundamentals | Invesco KBW | Peer Average |
| Price To Earning | 22.16 X | 3.15 X |
| Price To Book | 1.28 X | 0.39 X |
| Price To Sales | 2.46 X | 0.33 X |
| Beta | 1.23 | |
| One Year Return | 5.80 % | (0.97) % |
| Three Year Return | 0.70 % | 3.23 % |
| Five Year Return | (0.90) % | 1.12 % |
| Ten Year Return | 1.50 % | 1.20 % |
| Net Asset | 236.17 M | 2.29 B |
| Last Dividend Paid | 0.21 | 0.14 |
| Equity Positions Weight | 100.00 % | 52.82 % |
Invesco KBW Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . 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 Invesco KBW Buy or Sell Advice
When is the right time to buy or sell Invesco KBW Premium? Buying financial instruments such as Invesco 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 Invesco KBW 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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Check out Invesco KBW 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of Invesco KBW Premium is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco KBW's value that differs from its market value or its book value, called intrinsic value, which is Invesco KBW'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 Invesco KBW's market value can be influenced by many factors that don't directly affect Invesco KBW'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 Invesco KBW's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco KBW is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco KBW'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.