Kelly Strategic Management Etf Profile
Kelly Strategic is trading at 59.20 as of the 25th of April 2024. This is a -0.34% down since the beginning of the trading day. The etf's open price was 59.4. Equity ratings for Kelly Strategic Management are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
Kelly Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Kelly Strategic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Kelly Strategic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| CEO and Director | George Ellison |
| Old Name | Kelly Strategic ETF Trust |
| Business Concentration | Real Estate, Strategic, REIT—Residential, Real Estate (View all Sectors) |
| Country Name | USA |
| Returns Y T D | (1.9) |
| Name | Kelly Strategic ETF Trust |
| Currency Code | USD |
| Open Figi | BBG0148QVM74 |
| 1y Volatility | 21.23 |
| 200 Day M A | 10.2394 |
| 50 Day M A | 9.6293 |
| Code | RESI |
| Updated At | 2nd of February 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Kelly Strategic Management [RESI] is traded in USA and was established 2022-01-12. The fund is listed under Real Estate category and is part of Strategic family. Kelly Strategic Mana at this time have 271.72 K in assets. , while the total return for the last year was -5.8%.
Kelly Strategic Management currently holds about 84.53 M in cash with 27.2 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.44.
Check Kelly Strategic Probability Of Bankruptcy
Top Kelly Strategic Management Etf Constituents
| AIRC | Apartment Income REIT | Stock | Real Estate |
| AMH | American Homes 4 | Stock | Real Estate |
| AVB | AvalonBay Communities | Stock | Real Estate |
| CPT | Camden Property Trust | Stock | Real Estate |
| EQR | Equity Residential | Stock | Real Estate |
| ESS | Essex Property Trust | Stock | Real Estate |
| INVH | Invitation Homes | Stock | Real Estate |
Kelly Strategic Target Price Odds Analysis
Coming from a normal probability distribution, the odds of Kelly Strategic jumping above the current price in 90 days from now is about 57.54%. The Kelly Strategic Management probability density function shows the probability of Kelly Strategic etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Kelly Strategic has a beta of 0.2315 indicating as returns on the market go up, Kelly Strategic average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Kelly Strategic Management will be expected to be much smaller as well. Additionally, kelly Strategic Management has an alpha of 0.0078, implying that it can generate a 0.007804 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Kelly Strategic to move above the current price in 90 days from now is about 57.54 (This Kelly Strategic Management probability density function shows the probability of Kelly Etf to fall within a particular range of prices over 90 days) .
Kelly Strategic Top Holders
| GYLD | Arrow ETF Trust | Etf | Global Allocation |
| TGRYX | Tcw Global Real | Mutual Fund | Global Real Estate |
| TGREX | Tcw Global Real | Mutual Fund | Global Real Estate |
| SPAIX | Silverpepper Merger Arbitrage | Mutual Fund | Event Driven |
| SPABX | Silverpepper Merger Arbitrage | Mutual Fund | Event Driven |
Kelly Strategic Mana Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Kelly Strategic market risk premium is the additional return an investor will receive from holding Kelly Strategic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Kelly Strategic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Kelly Strategic's alpha and beta are two of the key measurements used to evaluate Kelly Strategic's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 2.07 | |||
| Semi Deviation | 3.23 | |||
| Standard Deviation | 3.09 | |||
| Variance | 9.54 |
Kelly Strategic Against Markets
Picking the right benchmark for Kelly Strategic etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Kelly Strategic etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Kelly Strategic is critical whether you are bullish or bearish towards Kelly Strategic Management at a given time. Please also check how Kelly Strategic's historical prices are related to one of the top price index indicators.
Kelly Strategic Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Kelly Strategic etf to make a market-neutral strategy. Peer analysis of Kelly Strategic could also be used in its relative valuation, which is a method of valuing Kelly Strategic by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
How to buy Kelly Etf?
Before investing in Kelly Strategic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Kelly Strategic. To buy Kelly Strategic etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Kelly Strategic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Kelly Strategic etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Kelly Strategic Management etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Kelly Strategic Management etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Kelly Strategic Management, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Kelly Strategic Management?
The danger of trading Kelly Strategic Management is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Kelly Strategic is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Kelly Strategic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Kelly Strategic Mana is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Kelly Strategic Mana offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Kelly Strategic's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Kelly Strategic Management Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Kelly Strategic Management Etf: Check out Your Equity Center 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 state. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of Kelly Strategic Mana is measured differently than its book value, which is the value of Kelly that is recorded on the company's balance sheet. Investors also form their own opinion of Kelly Strategic's value that differs from its market value or its book value, called intrinsic value, which is Kelly Strategic'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 Kelly Strategic's market value can be influenced by many factors that don't directly affect Kelly Strategic'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 Kelly Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kelly Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kelly Strategic'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.