AI Success Story: A Whopping 51.48% Annual Return for HLNE via Swing Trader Robot
Artificial Intelligence (AI) is progressively dominating the trading scene, showcasing its prowess through significant returns. Case in point is our AI Swing Trader: Sector Rotation Strategy (TA&FA), which has recently yielded a phenomenal 51.48% return for Hamilton Lane Incorporated (HLNE) over the past year.
Dissecting the Investment Managers Industry's Market Cap
HLNE thrives in the Investment Managers Industry which touts an average market capitalization of 4.83 billion dollars. This industry’s market caps span widely, from a mere 57 to an astounding 108.81 billion dollars. Amidst this varied landscape, FDLPF leads with the highest valuation of 108.81B, while RSERF lags with the lowest valuation of just 57.
Unpacking Price Movements: The Peaks and Troughs
Within the context of an average weekly price growth of 0% in the industry, our Swing Trader has effectively tapped into lucrative upward trends. For the industry as a whole, the average monthly price growth was 3%, while the quarterly growth averaged at 5%. Notably, GMHLY witnessed the highest price growth, skyrocketing by 175%, while BLGVF faced the steepest fall, dropping by -39%.
Volume Trends: A Picture of Growth
Though the weekly average volume growth across the Investment Managers Industry experienced a decline of -11%, the monthly and quarterly figures tell a more optimistic tale. The average monthly volume growth was an impressive 99%, with the quarterly volume growth reaching a whopping 146%.
The AI Swing Trader: Sector Rotation Strategy (TA&FA) has proven its mettle within the Investment Managers Industry, achieving a considerable 51.48% return for HLNE within a year's time. Its astute analysis of market capitalization, price trends, and volume growth paints a promising picture for AI's role in the future of trading. These compelling numbers offer an inspiring snapshot of how AI is shaping modern trading strategies, promising exciting developments ahead.
HLNE in -1.08% downward trend, sliding for three consecutive days on September 19, 2023
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 HLNE declined for three days, in of 278 cases, the price declined further within the following month. The odds of a continued downward trend are .
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for HLNE moved out of overbought territory on August 15, 2023. 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 38 similar instances where the indicator moved out of overbought territory. In of the 38 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 70 cases where HLNE's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on September 20, 2023. You may want to consider a long position or call options on HLNE as a result. In of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where HLNE advanced for three days, in of 356 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 274 cases where HLNE 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 PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding 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.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued 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 (8.117) is normal, around the industry mean (3.502). P/E Ratio (31.447) is within average values for comparable stocks, (31.346). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (4.179). Dividend Yield (0.019) settles around the average of (0.071) among similar stocks. P/S Ratio (9.479) is also within normal values, averaging (77.915).
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock better than average.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a 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 Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. HLNE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
General Information
a provider of investment advisory services
Industry InvestmentManagers
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MNBD | 25.10 | N/A | N/A |
| ALPS Intermediate Municipal Bond ETF | |||
| FIVR | 21.15 | N/A | N/A |
| Strategy Shares Strategy Shares Nasdaq 5HANDL Index ETF | |||
| FBCV | 28.23 | -0.02 | -0.08% |
| Fidelity® Blue Chip Value ETF | |||
| DFSV | 25.48 | -0.19 | -0.74% |
| Dimensional US Small Cap Value ETF | |||
| ACP | 7.09 | -0.06 | -0.84% |
| abrdn Income Credit Strategies Fund | |||
HLNE and
Correlation & Price change
A.I.dvisor indicates that over the last year, HLNE has been closely correlated with STEP. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLNE jumps, then STEP could also see price increases.
| Ticker / NAME | Correlation To HLNE | 1D Price Change % | ||
|---|---|---|---|---|
| HLNE | 100% | +0.47% | ||
| STEP - HLNE | 76% Closely correlated | -1.29% | ||
| KKR - HLNE | 75% Closely correlated | +0.32% | ||
| ARES - HLNE | 73% Closely correlated | +1.55% | ||
| APO - HLNE | 73% Closely correlated | +0.39% | ||
| BX - HLNE | 73% Closely correlated | -0.78% | ||
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