Baillie Mutual Fund Buy Hold or Sell Recommendation

BCAKX
 Fund
  

USD 12.33  0.08  0.65%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Baillie Gifford China is 'Not Rated'. Macroaxis provides Baillie Gifford buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BCAKX positions. The advice algorithm takes into account all of Baillie Gifford's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Baillie Gifford's buy-and-hold perspective. Continue to Baillie Gifford 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. We conduct extensive research on individual funds such as Baillie and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Baillie Gifford China.

Execute Baillie Gifford Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Baillie GiffordBuy Baillie Gifford
Strong Sell

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Baillie Gifford China has a Mean Deviation of 1.43, Standard Deviation of 1.8 and Variance of 3.25
Our trade advice tool can cross-verify current analyst consensus on Baillie Gifford China and to analyze the fund potential to grow in the current economic cycle. Please makes use of Baillie Gifford minimum initial investment to make buy, hold, or sell decision on Baillie Gifford China.

Baillie Gifford Trading Alerts and Improvement Suggestions

Baillie Gifford generated a negative expected return over the last 90 days
The fund holds 98.77% of its assets under management (AUM) in equities

Baillie Gifford Returns Distribution Density

The distribution of Baillie Gifford's historical returns is an attempt to chart the uncertainty of Baillie Gifford's future price movements. The chart of the probability distribution of Baillie Gifford stock daily returns describes the distribution of returns around its average expected value. We use Baillie Gifford China price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Baillie Gifford returns is essential to provide solid investment advice for Baillie Gifford.
Mean Return-0.0074Value At Risk-2.54
Potential Upside2.94Standard Deviation1.80
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Baillie Gifford 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.

Baillie Gifford 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 Baillie Gifford or Baillie Gifford Funds 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 Baillie Gifford'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 Baillie 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 NYSE Composite
-0.03
β
Beta against NYSE Composite0.14
σ
Overall volatility
1.81
Ir
Information ratio -0.04

Baillie Gifford Volatility Alert

Baillie Gifford China exhibits very low volatility with skewness of 0.43 and kurtosis of 0.35. However, we advise investors to further study Baillie Gifford China technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Baillie Gifford'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 Baillie Gifford'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 stocks as prices fall.

Baillie Gifford Fundamentals Vs Peers

Comparing Baillie Gifford'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 Baillie Gifford's direct or indirect competition across all of the common fundamentals between Baillie Gifford and the related equities. This way, we can detect undervalued stocks with similar characteristics as Baillie Gifford or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Baillie Gifford's fundamental indicators could also be used in its relative valuation, which is a method of valuing Baillie Gifford by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Baillie Gifford to competition
FundamentalsBaillie GiffordPeer Average
Net Asset1.92 M4.11 B
Minimum Initial Investment10 M976.16 K
Cash Position Weight1.23 %10.61 %
Equity Positions Weight98.77 %63.90 %

Baillie Gifford Market Momentum

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

When is the right time to buy or sell Baillie Gifford China? Buying financial instruments such as Baillie 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 Baillie Gifford 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 Synthetics Thematic Idea Now

Synthetics
Synthetics Theme
Companies involved in production of silicon and other synthetic products . The Synthetics theme has 40 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 Synthetics Theme or any other thematic opportunities.
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Continue to Baillie Gifford 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 Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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Please note, there is a significant difference between Baillie Gifford's value and its price as these two are different measures arrived at by different means. Investors typically determine Baillie Gifford value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baillie Gifford'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.