Terrance Hults - ALCBX Fund Manager
| ALCBX Etf | USD 11.13 0.00 0.00% |
Terrance T. Hults is a member of the TaxExempt FixedIncome Investment Policy Group. Prior to joining the firm, he was an associate in the Municipal Derivative Products department at Merrill Lynch Capital Markets, where he specialized in securities arbitrage. These transactions involved issuers and investors, as well as proprietary trading and utilized futures, options, interestrate swaps, and other overthecounter derivative structures. Hults received a BA in economics from Williams College and an MBA in finance from Columbia University. Location New York
| Phone | 866-759-5679 |
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ALCBX Money Managers
| Terrance Hults, Fund Manager |
ALCBX Etf Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right etf is not an easy task. Is ALCBX a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 28.09 M | |||
| One Year Return | (15.74) % | |||
| Net Asset | 28.09 M | |||
| Cash Position Weight | 1.95 % | |||
| Equity Positions Weight | 65.82 % | |||
| Bond Positions Weight | 2.52 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards ALCBX in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, ALCBX's short interest history, or implied volatility extrapolated from ALCBX options trading.
Pair Trading with ALCBX
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if ALCBX position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in ALCBX will appreciate offsetting losses from the drop in the long position's value.Moving against ALCBX Etf
| 0.41 | VSPY | VectorShares | PairCorr |
The ability to find closely correlated positions to ALCBX could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace ALCBX when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back ALCBX - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling ALCBX to buy it.
The correlation of ALCBX is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as ALCBX moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if ALCBX moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for ALCBX can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the ALCBX information on this page should be used as a complementary analysis to other ALCBX's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
The market value of ALCBX is measured differently than its book value, which is the value of ALCBX that is recorded on the company's balance sheet. Investors also form their own opinion of ALCBX's value that differs from its market value or its book value, called intrinsic value, which is ALCBX's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because ALCBX's market value can be influenced by many factors that don't directly affect ALCBX's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between ALCBX's value and its price as these two are different measures arrived at by different means. Investors typically determine if ALCBX is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ALCBX's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.