Putnam Mutual Fund Buy Hold or Sell Recommendation

PAADX
 Fund
  

USD 14.14  0.13  0.93%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Putnam Dynamic Asset is 'Sell'. Macroaxis provides Putnam Dynamic buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PAADX positions. The advice algorithm takes into account all of Putnam Dynamic's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Putnam Dynamic's buy-and-hold perspective. Please check Putnam Dynamic 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 Putnam and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Putnam Dynamic Asset.

Execute Putnam Dynamic Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Putnam DynamicBuy Putnam Dynamic
Sell

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Putnam Dynamic Asset has a Mean Deviation of 0.8891, Standard Deviation of 1.13 and Variance of 1.27
Our trade recommendations tool can cross-verify current analyst consensus on Putnam Dynamic Asset and to analyze the entity potential to grow in the current economic cycle. Use Putnam Dynamic Asset price to book, three year return, as well as the relationship between the Three Year Return and cash position weight to ensure your buy or sell decision on Putnam Dynamic Asset is adequate.

Putnam Dynamic Trading Alerts and Improvement Suggestions

Putnam Dynamic Asset generated a negative expected return over the last 90 days
Putnam Dynamic Asset is unlikely to experience financial distress in the next 2 years
Latest headline from www.dividendinvestor.com: AAPL Dividend Announcement 0.0550Share 6162022 - Dividend Investor
The fund maintains about 37.36% of its assets in bonds

Putnam Dynamic Returns Distribution Density

The distribution of Putnam Dynamic's historical returns is an attempt to chart the future uncertainty of Putnam Dynamic's future price movements. The chart of the probability distribution of Putnam Dynamic stock daily returns describes the distribution of returns around its average expected value. We use Putnam Dynamic Asset price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Putnam Dynamic returns is essential to provide solid investment advice for Putnam Dynamic stock.
Mean Return-0.18Value At Risk-2.25
Potential Upside1.53Standard Deviation1.13
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Putnam Dynamic 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.

Putnam Dynamic 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 Putnam Dynamic or Putnam 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 Putnam Dynamic stock's price will be affected by overall stock 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 Putnam stock'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
-0.18
β
Beta against DOW0.0232
σ
Overall volatility
1.15
Ir
Information ratio -0.01

Putnam Dynamic Volatility Alert

Putnam Dynamic Asset exhibits very low volatility with skewness of -0.43 and kurtosis of -0.19. However, we advise investors to further study Putnam Dynamic Asset technical indicators to make sure 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 Putnam Dynamic's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Putnam Dynamic'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.

Putnam Dynamic Implied Volatility

Putnam Dynamic's implied volatility exposes the market's sentiment of Putnam Dynamic Asset stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Putnam Dynamic's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Putnam Dynamic stock will not fluctuate a lot when Putnam Dynamic's options are near their expiration.

Putnam Dynamic Fundamentals Vs Peers

Comparing Putnam Dynamic'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 Putnam Dynamic's direct or indirect competition across all of the common fundamentals between Putnam Dynamic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Putnam Dynamic or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Putnam Dynamic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Putnam Dynamic by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Putnam Dynamic to competition
FundamentalsPutnam DynamicPeer Average
Price to Earning14.96 X6.53 X
Price to Book2.07 X0.74 X
Price to Sales1.02 X0.61 X
One Year Return5.98 %4.15 %
Three Year Return4.76 %3.60 %
Five Year Return4.75 %3.24 %
Ten Year Return8.32 %1.79 %
Net Asset2.56 B4.11 B
Last Dividend Paid0.050.65
Cash Position Weight2.29 %10.61 %
Equity Positions Weight55.79 %63.90 %
Bond Positions Weight37.36 %11.24 %

About Putnam Dynamic Buy or Sell Advice

When is the right time to buy or sell Putnam Dynamic Asset? Buying financial instruments such as Putnam Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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. Although Putnam Dynamic investors may find it confusing at the beginning, 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 Putnam Dynamic 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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Dividend Beast Theme
An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. The Dividend Beast theme has 60 constituents.
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 Dividend Beast Theme or any other thematic opportunities.
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Please check Putnam Dynamic 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 that the Putnam Dynamic Asset information on this page should be used as a complementary analysis to other Putnam Dynamic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

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When running Putnam Dynamic Asset price analysis, check to measure Putnam Dynamic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Putnam Dynamic is operating at the current time. Most of Putnam Dynamic's value examination focuses on studying past and present price action to predict the probability of Putnam Dynamic's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Putnam Dynamic's price. Additionally, you may evaluate how the addition of Putnam Dynamic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Putnam Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine Putnam Dynamic value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Putnam Dynamic'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.