Columbia Dividend Income Fund Buy Hold or Sell Recommendation

CDDRX Fund  USD 36.13  0.11  0.30%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Columbia Dividend Income is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Columbia Dividend Income given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Columbia Dividend Income, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Columbia Dividend 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 Columbia and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Columbia Dividend Income. 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 metropolitan statistical area.

Execute Columbia Dividend Buy or Sell Advice

The Columbia recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Columbia Dividend Income. Macroaxis does not own or have any residual interests in Columbia Dividend Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Columbia Dividend's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Columbia DividendBuy Columbia Dividend
Strong Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Columbia Dividend Income has a Risk Adjusted Performance of 0.0826, Jensen Alpha of (0.02), Total Risk Alpha of (0.03), Sortino Ratio of (0.14) and Treynor Ratio of 0.0806
Columbia Dividend advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use Columbia Dividend Income total asset and ten year return to ensure your buy or sell decision on Columbia Dividend Income is adequate.

Columbia Dividend Trading Alerts and Improvement Suggestions

The fund holds 97.13% of its assets under management (AUM) in equities

Columbia Dividend Returns Distribution Density

The distribution of Columbia Dividend's historical returns is an attempt to chart the uncertainty of Columbia Dividend's future price movements. The chart of the probability distribution of Columbia Dividend daily returns describes the distribution of returns around its average expected value. We use Columbia Dividend Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Columbia Dividend returns is essential to provide solid investment advice for Columbia Dividend.
Mean Return
0.06
Value At Risk
-0.71
Potential Upside
0.90
Standard Deviation
0.54
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Columbia Dividend 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.

Columbia Dividend 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 Columbia Dividend or Columbia 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 Columbia Dividend'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 Columbia 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
-0.02
β
Beta against Dow Jones0.67
σ
Overall volatility
0.55
Ir
Information ratio -0.11

Columbia Dividend Volatility Alert

Columbia Dividend Income exhibits very low volatility with skewness of 1.22 and kurtosis of 3.46. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Columbia Dividend'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 Columbia Dividend'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.

Columbia Dividend Fundamentals Vs Peers

Comparing Columbia Dividend'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 Columbia Dividend's direct or indirect competition across all of the common fundamentals between Columbia Dividend and the related equities. This way, we can detect undervalued stocks with similar characteristics as Columbia Dividend or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Columbia Dividend's fundamental indicators could also be used in its relative valuation, which is a method of valuing Columbia Dividend by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Columbia Dividend to competition
FundamentalsColumbia DividendPeer Average
Price To Earning17.13 X6.53 X
Price To Book2.82 X0.74 X
Price To Sales2.04 X0.61 X
Annual Yield0.02 %0.29 %
Year To Date Return19.42 %0.39 %
One Year Return24.64 %4.15 %
Three Year Return9.27 %3.60 %
Five Year Return11.93 %3.24 %
Ten Year Return11.92 %1.79 %
Net Asset12.29 B4.11 B
Last Dividend Paid0.110.65
Cash Position Weight2.87 %10.61 %
Equity Positions Weight97.13 %63.90 %

Columbia Dividend Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Columbia . 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 Columbia Dividend Buy or Sell Advice

When is the right time to buy or sell Columbia Dividend Income? Buying financial instruments such as Columbia 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 Columbia Dividend 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.

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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 Small Value Funds Theme or any other thematic opportunities.
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