Unveiling HLNE's Swing Trader Sector Rotation: A 37.01% Profit Leap!
Swing Trader: Sector Rotation Strategy (TA&FA) Generates 37.01% for HLNE
In the realm of financial trading, innovative strategies are always a cornerstone of potential success. As a case in point, the implementation of a Sector Rotation Strategy involving Technical Analysis (TA) and Fundamental Analysis (FA) in swing trading has seen a remarkable return rate for Hamilton Lane Incorporated (HLNE). This sophisticated trading method led to an impressive yield of 37.01%.
The crucial turning point came about on June 2, 2023. On this date, HLNE moved above its 50-day moving average, a critical indicator within technical analysis. This move signaled a transition from a downward trend to an upward one and thus began the rise of the HLNE stock price.
The crossing of the 50-day moving average is widely regarded as a key indicator within the TA domain. It usually suggests a positive shift in the asset's price momentum. For HLNE, this momentum shift created an ideal entry point for swing traders who are always on the lookout for short-term fluctuations in stock prices.
The value of TA cannot be overstated in this scenario. It has proved essential in determining the best times to buy and sell, based on the stock’s price movements and trends. The right timing was thus crucial in the success of this sector rotation strategy, as the TA provided clear signals on the changing direction of HLNE's trend.
However, it was not just TA at work here. The FA component also played a significant role in this trading strategy's success. The fundamental analysis involved a deep dive into HLNE's financial health and market conditions, identifying the intrinsic value of the stock. This in-depth analysis helped determine if the stock was undervalued at the point of the trend change, thereby solidifying the decision to take a bullish stance.
The intersection of TA and FA in this sector rotation strategy offered a robust approach to swing trading. By integrating these two analytical methods, traders were able to maximize returns while minimizing potential risks. The powerful combination helped to identify not only the optimal timing for trading but also the fundamental worthiness of the investment.
The 37.01% return generated by the Sector Rotation Strategy for HLNE demonstrates the profound potential of swing trading when guided by a balanced approach to technical and fundamental analysis. It shows that when TA and FA are skillfully aligned in a sector rotation strategy, it can generate substantial returns for investors. This success story with HLNE serves as a promising example for traders seeking to harness the power of combined analytics in their investment strategies.
HLNE's RSI Indicator ascending out of oversold territory
The RSI Oscillator for HLNE moved out of oversold territory on October 20, 2025. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 21 similar instances when the indicator left oversold territory. In of the 21 cases the stock moved higher. This puts the odds of a move higher at .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 55 cases where HLNE's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Momentum Indicator moved above the 0 level on October 23, 2025. You may want to consider a long position or call options on HLNE as a result. In of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for HLNE just turned positive on October 21, 2025. Looking at past instances where HLNE's MACD turned positive, the stock continued to rise in of 49 cases over the following month. 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 336 cases, the price rose further within the following month. The odds of a continued upward trend are .
HLNE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The 50-day moving average for HLNE moved below the 200-day moving average on October 01, 2025. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where HLNE declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
The Aroon Indicator for HLNE entered a downward trend on October 21, 2025. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
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 (6.868) is normal, around the industry mean (6.154). P/E Ratio (22.755) is within average values for comparable stocks, (38.043). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (2.622). Dividend Yield (0.017) settles around the average of (0.080) among similar stocks. P/S Ratio (6.920) is also within normal values, averaging (21.844).
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 73, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating slightly worse than average price growth. HLNE’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
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.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable 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.
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
Advertisement
General Information
a provider of investment advisory services
Industry InvestmentManagers
Advertisement