Laurie Lodolo - Flaherty Executive
DFP Etf | USD 20.69 0.10 0.49% |
Ms. Laurie C. Lodolo is Assistant Compliance Officer, Assistant Treasurer, Assistant Secretary of Flaherty Crumrine Dynamic Preferred and Income Fund Inc. She serves as Assistant Compliance Officer and Secretary of Flaherty Crumrine Incorporated
Age | 56 |
Tenure | 11 years |
Phone | 626-795-7300 |
Web | https://www.flahertyfunds.com/funds/dfp-dynamic-preferred-income-fund/ |
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Flaherty and Crumrine Money Managers
Bradford Stone, Chief Financial Officer, Vice President, Treasurer | ||
Morgan Gust, Lead Independent Director | ||
Linda Puchalski, Assistant Treasurer | ||
Chad Conwell, Chief Compliance Officer, Vice President Secretary | ||
Karen Hogan, Independent Director | ||
Roger Ko, Assistant Treasurer | ||
Laurie Lodolo, Assistant Compliance Officer, Assistant Treasurer, Assistant Secretary | ||
R Chadwick, Chairman of the Board, President, Chief Executive Officer | ||
David Gale, Independent Director |
Flaherty 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 Flaherty 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 | 19.37 M | ||||
Shares Owned By Institutions | 11.18 % | ||||
Number Of Shares Shorted | 118.35 K | ||||
Price To Earning | 9.89 X | ||||
Short Ratio | 1.37 X | ||||
Earnings Per Share | 2.20 X | ||||
Number Of Employees | 14 | ||||
Beta | 0.45 | ||||
Market Capitalization | 491.33 M | ||||
Annual Yield | 0.01 % |
Pair Trading with Flaherty
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 Flaherty 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 Flaherty will appreciate offsetting losses from the drop in the long position's value.Moving against Flaherty Etf
0.6 | JPM | JPMorgan Chase Fiscal Year End 10th of January 2025 | PairCorr |
0.4 | TRV | The Travelers Companies Fiscal Year End 17th of January 2025 | PairCorr |
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0.33 | DIS | Walt Disney Aggressive Push | PairCorr |
0.32 | EOS | Eaton Vance Enhanced | PairCorr |
The ability to find closely correlated positions to Flaherty could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Flaherty 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 Flaherty - 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 Flaherty and Crumrine to buy it.
The correlation of Flaherty 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 Flaherty moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Flaherty and Crumrine 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 Flaherty 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.Other Information on Investing in Flaherty Etf
Flaherty financial ratios help investors to determine whether Flaherty Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Flaherty with respect to the benefits of owning Flaherty security.