SP 500 Etf Buy Hold or Sell Recommendation

XLU
 Etf
  

USD 76.03  0.54  0.72%   

Considering the 90-day investment horizon and your slightly conservative level of risk, our recommendation regarding SP 500 Utilities is 'Hold'. Macroaxis provides SP 500 buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SP 500 positions. The advice algorithm takes into account all of SP 500's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from SP 500's buy-and-hold perspective. Check out SP 500 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 SP 500 and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards SP 500 Utilities.

Execute SP 500 Buy or Sell Advice

The SP 500 recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on SP 500 Utilities. Macroaxis does not own or have any residual interests in SP 500 Utilities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute SP 500's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell SP 500Buy SP 500
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon SP 500 Utilities has a Risk Adjusted Performance of 0.0926, Jensen Alpha of 0.0585, Total Risk Alpha of 0.0375, Sortino Ratio of 0.026 and Treynor Ratio of 0.1384
Macroaxis provides unbiased advice on SP 500 Utilities that should be used to complement current analysts and expert consensus on SP 500. Our trade recommendation engine determines the etf's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Use SP 500 Utilities price to book, total asset, as well as the relationship between the Total Asset and last dividend paid to ensure your buy or sell decision on SP 500 Utilities is adequate.

SP 500 Trading Alerts and Improvement Suggestions

SP 500 Utilities is unlikely to experience financial distress in the next 2 years
On 24th of June 2022 SP 500 paid $ 0.5154 per share dividend to its current shareholders
The fund keeps 99.77% of its net assets in stocks

SP 500 Returns Distribution Density

The distribution of SP 500's historical returns is an attempt to chart the future uncertainty of SP 500's future price movements. The chart of the probability distribution of SP 500 stock daily returns describes the distribution of returns around its average expected value. We use SP 500 Utilities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of SP 500 returns is essential to provide solid investment advice for SP 500 stock.
Mean Return0.1Value At Risk-2.39
Potential Upside2.00Standard Deviation1.35
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of SP 500 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.

SP 500 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 SP 500 or SPDR State Street Global Advisors 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 SP 500 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 SP 500 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
0.06
β
Beta against DOW0.65
σ
Overall volatility
1.37
Ir
Information ratio 0.0308

SP 500 Volatility Alert

SP 500 Utilities has relatively low volatility with skewness of -0.74 and kurtosis of 2.1. However, we advise all investors to independently investigate SP 500 Utilities to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure SP 500's etf risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact SP 500's etf 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.

SP 500 Implied Volatility

SP 500's implied volatility" href="/stock-options/XLU/SP-500-Utilities">SP 500's implied volatility exposes the market's sentiment of SP 500 Utilities stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if SP 500's implied volatility" href="/stock-options/XLU/SP-500-Utilities">SP 500'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 SP 500 stock will not fluctuate a lot when SP 500's options" href="/stock-options/XLU/SP-500-Utilities">SP 500's options are near their expiration.

SP 500 Fundamentals Vs Peers

Comparing SP 500'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 SP 500's direct or indirect competition across all of the common fundamentals between SP 500 and the related equities. This way, we can detect undervalued stocks with similar characteristics as SP 500 or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of SP 500's fundamental indicators could also be used in its relative valuation, which is a method of valuing SP 500 by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare SP 500 to competition
FundamentalsSP 500Peer Average
Price to Earning7.52 X3.15 X
Price to Book1.74 X0.39 X
Price to Sales1.77 X0.33 X
One Year Return10.28 %(0.97) %
Three Year Return8.26 %3.23 %
Five Year Return10.21 %1.12 %
Ten Year Return10.02 %1.20 %
Net Asset15.55 B2.29 B
Last Dividend Paid0.480.14
Equity Positions Weight99.77 %52.82 %

SP 500 Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as SP 500 . 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 Distribution5056.26
Daily Balance Of Power1.5
Rate Of Daily Change1.01
Day Median Price76.03
Day Typical Price76.03
Price Action Indicator0.27

About SP 500 Buy or Sell Advice

When is the right time to buy or sell SP 500 Utilities? Buying financial instruments such as SP 500 Etf 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 SP 500 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 SP 500 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 Books Thematic Idea Now

Books
Books Theme
Companies involved in publishing of books, newspapers, periodicals and other mass publications. The Books 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 Books Theme or any other thematic opportunities.
View All  Next Launch
Check out SP 500 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 SP 500 Utilities information on this page should be used as a complementary analysis to other SP 500'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 Fund Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

Complementary Tools for SP 500 Etf analysis

When running SP 500 Utilities price analysis, check to measure SP 500'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 SP 500 is operating at the current time. Most of SP 500's value examination focuses on studying past and present price action to predict the probability of SP 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SP 500's price. Additionally, you may evaluate how the addition of SP 500 to your portfolios can decrease your overall portfolio volatility.
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
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
The market value of SP 500 Utilities is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SP 500's market value can be influenced by many factors that don't directly affect SP 500's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500'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.