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 in upward trend: price may ascend as a result of having broken its lower Bollinger Band on September 21, 2023
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 37 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 .
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 50 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 .
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 .
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 26, 2023. You may want to consider selling the stock, shorting the stock, or exploring put options on HLNE as a result. In of 89 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
HLNE moved below its 50-day moving average on September 29, 2023 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for HLNE crossed bearishly below the 50-day moving average on September 29, 2023. This indicates that the trend has shifted lower and could be considered a sell signal. In of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .
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 .
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 (7.918) is normal, around the industry mean (3.447). P/E Ratio (30.675) is within average values for comparable stocks, (30.622). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (4.618). Dividend Yield (0.019) settles around the average of (0.071) among similar stocks. P/S Ratio (9.251) is also within normal values, averaging (78.149).
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.
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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
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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 75% 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% | -0.31% | ||
| STEP - HLNE | 75% Closely correlated | -0.63% | ||
| KKR - HLNE | 74% Closely correlated | -1.52% | ||
| APO - HLNE | 73% Closely correlated | -1.47% | ||
| ARES - HLNE | 72% Closely correlated | -1.93% | ||
| BX - HLNE | 71% Closely correlated | -1.01% | ||
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