iShares Core SP 500 ETF Position Lifted by Swmg LLC
| SDRCX Fund | USD 14.79 0.09 0.61% |
Slightly above 53% of Swan Defined's investor base is interested to short. The analysis of overall sentiment of trading Swan Defined Risk mutual fund suggests that many investors are impartial at this time. Swan Defined's investing sentiment can be driven by a variety of factors including economic data, Swan Defined's earnings reports, geopolitical events, and overall market trends.
Swan |
Swmg LLC boosted its stake in iShares Core SP 500 ETF by 3.3 percent during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 98,256 shares of the companys stock after buying an additional 3,144 shares during the quarter. iShares Core
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Swan Defined Fundamental Analysis
We analyze Swan Defined's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Swan Defined using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Swan Defined based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Swan Defined is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Swan Defined Risk Potential Pair-trading
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 Swan Defined mutual fund to make a market-neutral strategy. Peer analysis of Swan Defined could also be used in its relative valuation, which is a method of valuing Swan Defined by comparing valuation metrics with similar companies.
Peers
Swan Defined Related Equities
| GCV | Gabelli Convertible | 2.63 | ||||
| CCD | Calamos Dynamic | 1.15 | ||||
| VAADX | Virtus Convertible | 0.99 | ||||
| PRCCX | Putnam Convertible | 0.91 | ||||
| LCFYX | Lord Abbett | 0.90 | ||||
| PBXIX | Rationalpier | 0.72 | ||||
| AVK | Advent Claymore | 0.59 |
Other Information on Investing in Swan Mutual Fund
Swan Defined financial ratios help investors to determine whether Swan Mutual Fund 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 Swan with respect to the benefits of owning Swan Defined security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |