Gretchen CFA - XAI Octagon Portfolio Mang
| XFLT Stock | USD 7.18 0.03 0.42% |
Insider
Gretchen CFA is Portfolio Mang of XAI Octagon Floating
| Address | 321 North Clark Street, Chicago, IL, United States, 60654 |
| Phone | 312 374 6930 |
| Web | https://www.xainvestments.com/funds |
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XAI Octagon Floating Management Team
Elected by the shareholders, the XAI Octagon's board of directors comprises two types of representatives: XAI Octagon inside directors who are chosen from within the company, and outside directors, selected externally and held independent of XAI. The board's role is to monitor XAI Octagon's management team and ensure that shareholders' interests are well served. XAI Octagon's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, XAI Octagon's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Lauren Basmadjian, Portfolio Mang | ||
| Benjamin Mcculloch, Chief Sec | ||
| Gretchen CFA, Portfolio Mang |
XAI Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is XAI Octagon 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.
| Shares Outstanding | 55.08 M | ||||
| Shares Owned By Insiders | 3.07 % | ||||
| Shares Owned By Institutions | 6.30 % | ||||
| Number Of Shares Shorted | 74.8 K | ||||
| Price To Earning | 43.62 X | ||||
| Price To Book | 1.16 X | ||||
| Price To Sales | 5.95 X | ||||
| Revenue | 53 M | ||||
| EBITDA | 46.63 M | ||||
| Net Income | 46.63 M |
Pair Trading with XAI Octagon
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 XAI Octagon 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 XAI Octagon will appreciate offsetting losses from the drop in the long position's value.Moving together with XAI Stock
Moving against XAI Stock
| 0.88 | QD | Qudian Inc Buyout Trend | PairCorr |
| 0.7 | MA | Mastercard Earnings Call This Week | PairCorr |
| 0.66 | CG | Carlyle Group | PairCorr |
| 0.49 | RC | Ready Capital Corp | PairCorr |
The ability to find closely correlated positions to XAI Octagon could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace XAI Octagon 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 XAI Octagon - 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 XAI Octagon Floating to buy it.
The correlation of XAI Octagon 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 XAI Octagon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if XAI Octagon Floating 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 XAI Octagon 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.Additional Tools for XAI Stock Analysis
When running XAI Octagon's price analysis, check to measure XAI Octagon's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy XAI Octagon is operating at the current time. Most of XAI Octagon's value examination focuses on studying past and present price action to predict the probability of XAI Octagon's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move XAI Octagon's price. Additionally, you may evaluate how the addition of XAI Octagon to your portfolios can decrease your overall portfolio volatility.