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published in Blogs
Jul 10, 2023

Boosted Profits: Swing Trader's Sector Rotation Strategy Yields 39.52% for HLNE

Swing Trader: Sector Rotation Strategy (TA&FA) Generates 39.52% for HLNE

Hamilton Lane Incorporated (HLNE) has been drawing considerable attention in the investment community, primarily due to its striking performance in recent days. The successful application of a Swing Trader: Sector Rotation Strategy (TA&FA) has resulted in a considerable yield of 39.52%, raising the stakes for investors seeking lucrative portfolios.

HLNE's performance in the financial market has been nothing short of impressive. Following a three-day advance which witnessed a +2.87% surge, the forecast for future growth is robust. The market's pulse and investor sentiment are signaling positive vibes for this stock.

Analyzing historical data where HLNE demonstrated a similar three-day advance, we can infer the odds of this trend continuing. From the 349 instances recorded, the price grew further within the subsequent month in 234 cases. This implies a favorable trajectory for HLNE, with a calculated probability of 67% for a continued upward trend.

The Swing Trader: Sector Rotation Strategy (TA&FA) implemented here draws from both Technical Analysis (TA) and Fundamental Analysis (FA). It capitalizes on the inherent cyclicality of market sectors to optimize returns. This approach involves switching investments among various sectors, timing the transitions to coincide with market peaks and troughs, thus capturing the potential maximum profit.

In the case of HLNE, the strategic adoption of this sector rotation strategy has played a vital role in the stock's success. By scrutinizing the interplay of sectoral performances and aligning investments with the best-performing sectors, it was possible to deliver a substantial return of 39.52%.

The approach's effectiveness in predicting further growth after a three-day advancement illustrates the power of comprehensive financial analytics. It provides investors with invaluable insights and the confidence to make informed investment decisions.

HLNE's current trajectory offers a promising investment opportunity. The impressive 39.52% yield, driven by the Swing Trader: Sector Rotation Strategy (TA&FA), testifies to the potential that a well-implemented strategy can unlock. The probability of a continued upward trend, as predicted by historical analysis, paints a bright future for this stock.

Related Ticker: HLNE

HLNE in upward trend: price may jump up because it broke its lower Bollinger Band on August 02, 2024

HLNE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 39 cases where HLNE's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .

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Notable companies

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

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 5.87B. The market cap for tickers in the group ranges from 57 to 124.17B. BLK holds the highest valuation in this group at 124.17B. 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 2%, and the average quarterly price growth was -0%. BENF experienced the highest price growth at 37%, while PWM experienced the biggest fall at -31%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was 152%. For the same stocks of the Industry, the average monthly volume growth was 99% and the average quarterly volume growth was 184%

Fundamental Analysis Ratings

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

Valuation Rating: 39
P/E Growth Rating: 61
Price Growth Rating: 54
SMR Rating: 63
Profit Risk Rating: 75
Seasonality Score: -29 (-100 ... +100)
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a provider of investment advisory services

Industry InvestmentManagers

Profile
Fundamentals
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Industry
Investment Managers
Address
110 Washington Street
Phone
+1 610 934-2222
Employees
600
Web
https://www.hamiltonlane.com
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