Liberty All Star Fund Buy Hold or Sell Recommendation
| USA Fund | USD 6.52 0.11 1.72% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Liberty All Star is 'Strong Hold'. Macroaxis provides Liberty All buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding USA positions.
Check out Liberty All 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 Liberty and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Liberty All Star. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in state.
Liberty |
Execute Liberty All Buy or Sell Advice
The Liberty recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Liberty All Star. Macroaxis does not own or have any residual interests in Liberty All Star or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Liberty All's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Liberty All Trading Alerts and Improvement Suggestions
| Liberty All Star generated a negative expected return over the last 90 days |
Liberty All Returns Distribution Density
The distribution of Liberty All's historical returns is an attempt to chart the uncertainty of Liberty All's future price movements. The chart of the probability distribution of Liberty All daily returns describes the distribution of returns around its average expected value. We use Liberty All Star price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Liberty All returns is essential to provide solid investment advice for Liberty All.
| Mean Return | -0.1 | Value At Risk | -1.61 | Potential Upside | 1.72 | Standard Deviation | 1.00 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Liberty All 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.
Liberty All 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 Liberty All or Financial Services 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 Liberty All's price will be affected by overall 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 Liberty 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 | -0.04 | |
β | Beta against Dow Jones | 0.61 | |
σ | Overall volatility | 1.00 | |
Ir | Information ratio | 0 |
Liberty All Volatility Alert
Liberty All Star exhibits very low volatility with skewness of -0.12 and kurtosis of 0.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Liberty All's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Liberty All's 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.Liberty All Fundamentals Vs Peers
Comparing Liberty All'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 Liberty All's direct or indirect competition across all of the common fundamentals between Liberty All and the related equities. This way, we can detect undervalued stocks with similar characteristics as Liberty All or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of Liberty All's fundamental indicators could also be used in its relative valuation, which is a method of valuing Liberty All by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Liberty All to competition |
| Fundamentals | Liberty All | Peer Average |
| Price To Earning | 3.66 X | 6.53 X |
| Price To Book | 1.02 X | 0.74 X |
| Price To Sales | 70.22 X | 0.61 X |
| Beta | 1.12 | |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 0.47 % | 0.39 % |
| One Year Return | 6.71 % | 4.15 % |
| Three Year Return | 10.23 % | 3.60 % |
| Five Year Return | 13.46 % | 3.24 % |
| Last Dividend Paid | 0.6 | 0.65 |
Liberty All Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Liberty . 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 Liberty All Buy or Sell Advice
When is the right time to buy or sell Liberty All Star? Buying financial instruments such as Liberty 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 Liberty All 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 Education Thematic Idea Now
Education
Companies involved in apprenticeship, education, tutoring, schooling, online universities, and other learning services. The Education theme has 42 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 Education Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Liberty Fund
Liberty All financial ratios help investors to determine whether Liberty 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 Liberty with respect to the benefits of owning Liberty All security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |