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Jun 25, 2023

AI BOT: An Astounding 83.52% Annual Return for KKR via Swing Trader Robot

The world of trading is experiencing a technological revolution, driven by the innovative power of Artificial Intelligence (AI). A sterling example of this shift is our AI Swing Trader: Sector Rotation Strategy (TA&FA) which has been a real game-changer in the Investment Managers Industry. It has recently delivered a stellar 83.52% return for KKR & Co. Inc. (KKR) over the past year.

Deciphering the Investment Managers Industry's Market Cap

To frame this achievement, let's take a look at the industry in which KKR operates. The Investment Managers Industry boasts an average market capitalization of 4.83 billion dollars, with individual tickers ranging from a modest 57 to a whopping 108.81 billion dollars. In this varied landscape, FDLPF stands tall with the highest valuation of 108.81B, while RSERF lags with the lowest valuation of just 57.

Understanding Price Dynamics: The Highs and Lows

Despite the weekly average price growth in this industry being a flat 0%, the Swing Trader has managed to capitalize on upward trends. For the same Industry, the monthly average price growth was 3%, while the quarterly growth averaged at 5%. Notably, GMHLY experienced the highest price growth, soaring by 175%, whereas BLGVF faced the steepest fall, dropping by -39%.

Volume Trends: A Tale of Growth

While the weekly average volume growth across the Investment Managers Industry was at a decline of -11%, the longer-term perspective showed a more optimistic picture. The average monthly volume growth stood at a hefty 99%, with the quarterly volume growth reaching an impressive 146%.

The AI Swing Trader: Sector Rotation Strategy (TA&FA) has showcased its prowess in navigating the dynamic landscape of the Investment Managers Industry, achieving an impressive 83.52% return for KKR within a year. Through expert analysis of market capitalization, price trends, and volume growth, it has brought to light the transformative potential of AI in the realm of trading. These compelling numbers offer a promising glimpse into a future where AI is set to play a pivotal role in trading strategies.

Related Ticker: KKR

KKR in -5.98% downward trend, declining for three consecutive days on August 18, 2026

Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where KKR declined for three days, in of 282 cases, the price declined further within the following month. The odds of a continued downward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for KKR moved out of overbought territory on August 17, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 34 similar instances where the indicator moved out of overbought territory. In of the 34 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 52 cases where KKR's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for KKR turned negative on August 20, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 42 similar instances when the indicator turned negative. In of the 42 cases the stock turned lower in the days that followed. This puts the odds of success at .

KKR broke above its upper Bollinger Band on August 13, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on August 19, 2026. You may want to consider a long position or call options on KKR as a result. In of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

KKR moved above its 50-day moving average on July 23, 2026 date and that indicates a change from a downward trend to an upward trend.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in of 331 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 239 cases where KKR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Fundamental Analysis (Ratings)

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. KKR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 78, placing this stock slightly better than average.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.416) is normal, around the industry mean (3.525). P/E Ratio (34.658) is within average values for comparable stocks, (27.186). KKR's Projected Growth (PEG Ratio) (0.559) is slightly lower than the industry average of (1.208). KKR has a moderately low Dividend Yield (0.007) as compared to the industry average of (0.086). P/S Ratio (4.907) is also within normal values, averaging (16.512).

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

Notable companies

The most notable companies in this group are Ares Capital Corp (NASDAQ:ARCC), WisdomTree (NYSE:WT), AMTD IDEA Group (NYSE:AMTD).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 9.63B. The market cap for tickers in the group ranges from 57 to 179.11B. BLK holds the highest valuation in this group at 179.11B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was 2%. For the same Industry, the average monthly price growth was 8%, and the average quarterly price growth was 5%. ZSTK experienced the highest price growth at 143%, while AMBR experienced the biggest fall at -26%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was -4%. For the same stocks of the Industry, the average monthly volume growth was 25% and the average quarterly volume growth was -53%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 33
P/E Growth Rating: 55
Price Growth Rating: 51
SMR Rating: 74
Profit Risk Rating: 78
Seasonality Score: -23 (-100 ... +100)
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a provider of investment management services to investors

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