Small Capitalization Portfolio Fund Buy Hold or Sell Recommendation
| SSCCX Fund | USD 0.33 0.01 3.13% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Small Capitalization Portfolio is 'Strong Sell'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Small Capitalization Portfolio given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Small Capitalization Portfolio, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Small Capitalization 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 Small and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Small Capitalization Portfolio. 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.
Small |
Execute Small Capitalization Buy or Sell Advice
The Small recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Small Capitalization Portfolio. Macroaxis does not own or have any residual interests in Small Capitalization Portfolio or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Small Capitalization's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Abnormally volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Small Capitalization Trading Alerts and Improvement Suggestions
| Small Capitalization generated a negative expected return over the last 90 days | |
| Small Capitalization has some characteristics of a very speculative penny stock | |
| The fund maintains about 5.06% of its assets in cash |
Small Capitalization Returns Distribution Density
The distribution of Small Capitalization's historical returns is an attempt to chart the uncertainty of Small Capitalization's future price movements. The chart of the probability distribution of Small Capitalization daily returns describes the distribution of returns around its average expected value. We use Small Capitalization Portfolio price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Small Capitalization returns is essential to provide solid investment advice for Small Capitalization.
| Mean Return | -1.3 | Value At Risk | -3.03 | Potential Upside | 2.78 | Standard Deviation | 8.38 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Small Capitalization 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.
Small Capitalization 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 Small Capitalization or Saratoga 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 Small Capitalization'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 Small 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 | -1.15 | |
β | Beta against Dow Jones | 1.43 | |
σ | Overall volatility | 1.89 | |
Ir | Information ratio | -0.14 |
Small Capitalization Volatility Alert
Small Capitalization Portfolio is displaying above-average volatility over the selected time horizon. Small Capitalization Portfolio is a potential penny fund. Although Small Capitalization 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 Small Capitalization Portfolio. 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 Small 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.Small Capitalization Fundamentals Vs Peers
Comparing Small Capitalization'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 Small Capitalization's direct or indirect competition across all of the common fundamentals between Small Capitalization and the related equities. This way, we can detect undervalued stocks with similar characteristics as Small Capitalization or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Small Capitalization's fundamental indicators could also be used in its relative valuation, which is a method of valuing Small Capitalization by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Small Capitalization to competition |
| Fundamentals | Small Capitalization | Peer Average |
| Price To Earning | 18.69 X | 6.53 X |
| Price To Book | 2.19 X | 0.74 X |
| Price To Sales | 1.02 X | 0.61 X |
| Year To Date Return | 2.70 % | 0.39 % |
| One Year Return | (10.22) % | 4.15 % |
| Three Year Return | 0.99 % | 3.60 % |
| Five Year Return | 9.27 % | 3.24 % |
| Ten Year Return | 4.99 % | 1.79 % |
| Net Asset | 7.34 M | 4.11 B |
| Cash Position Weight | 5.06 % | 10.61 % |
| Equity Positions Weight | 94.94 % | 63.90 % |
Small Capitalization Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Small . 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 | 9.2 T | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 0.33 | |||
| Day Typical Price | 0.33 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 |
About Small Capitalization Buy or Sell Advice
When is the right time to buy or sell Small Capitalization Portfolio? Buying financial instruments such as Small 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 Small Capitalization 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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Alcohol
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 39 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 Alcohol Theme or any other thematic opportunities.
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Other Information on Investing in Small Mutual Fund
Small Capitalization financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Capitalization security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |