Herzfeld Caribbean Basin Fund Buy Hold or Sell Recommendation
| CUBA Fund | USD 2.48 0.01 0.40% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Herzfeld Caribbean Basin is 'Strong Hold'. Macroaxis provides Herzfeld Caribbean buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CUBA positions.
Check out Herzfeld Caribbean 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 Herzfeld and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Herzfeld Caribbean Basin. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Herzfeld |
Execute Herzfeld Caribbean Buy or Sell Advice
The Herzfeld recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Herzfeld Caribbean Basin. Macroaxis does not own or have any residual interests in Herzfeld Caribbean Basin or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Herzfeld Caribbean's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Somewhat reliable | 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 |
Herzfeld Caribbean Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Banco Nacional de Cuba reports on vulture fund case - Prensa Latina | |
| Herzfeld Caribbean Basin created five year return of -4.0% |
Herzfeld Caribbean Returns Distribution Density
The distribution of Herzfeld Caribbean's historical returns is an attempt to chart the uncertainty of Herzfeld Caribbean's future price movements. The chart of the probability distribution of Herzfeld Caribbean daily returns describes the distribution of returns around its average expected value. We use Herzfeld Caribbean Basin price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Herzfeld Caribbean returns is essential to provide solid investment advice for Herzfeld Caribbean.
| Mean Return | 0.15 | Value At Risk | -1.63 | Potential Upside | 1.72 | Standard Deviation | 1.06 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Herzfeld Caribbean 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.
Herzfeld Caribbean 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 Herzfeld Caribbean 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 Herzfeld Caribbean'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 Herzfeld 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 | 0.09 | |
β | Beta against Dow Jones | 0.57 | |
σ | Overall volatility | 1.05 | |
Ir | Information ratio | 0.04 |
Herzfeld Caribbean Volatility Alert
Herzfeld Caribbean Basin has relatively low volatility with skewness of -0.2 and kurtosis of 0.83. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Herzfeld Caribbean'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 Herzfeld Caribbean'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.Herzfeld Caribbean Fundamentals Vs Peers
Comparing Herzfeld Caribbean'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 Herzfeld Caribbean's direct or indirect competition across all of the common fundamentals between Herzfeld Caribbean and the related equities. This way, we can detect undervalued stocks with similar characteristics as Herzfeld Caribbean or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of Herzfeld Caribbean's fundamental indicators could also be used in its relative valuation, which is a method of valuing Herzfeld Caribbean by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Herzfeld Caribbean to competition |
| Fundamentals | Herzfeld Caribbean | Peer Average |
| Price To Earning | 3.35 X | 6.53 X |
| Price To Book | 0.65 X | 0.74 X |
| Price To Sales | 48.93 X | 0.61 X |
| Beta | 1.35 | |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 4.70 % | 0.39 % |
| One Year Return | (25.59) % | 4.15 % |
| Three Year Return | (8.77) % | 3.60 % |
| Five Year Return | (3.70) % | 3.24 % |
| Last Dividend Paid | 0.97 | 0.65 |
Herzfeld Caribbean Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Herzfeld . 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.
| Accumulation Distribution | 933.88 | |||
| Daily Balance Of Power | 0.25 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 2.47 | |||
| Day Typical Price | 2.47 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.01 |
About Herzfeld Caribbean Buy or Sell Advice
When is the right time to buy or sell Herzfeld Caribbean Basin? Buying financial instruments such as Herzfeld 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 Herzfeld Caribbean 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 Money Funds Thematic Idea Now
Money Funds
Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. The Money Funds theme has 32 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 Money Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Herzfeld Fund
Herzfeld Caribbean financial ratios help investors to determine whether Herzfeld 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 Herzfeld with respect to the benefits of owning Herzfeld Caribbean security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |