Alerian Energy Ownership
| ENFR Etf | USD 33.11 0.41 1.25% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Alerian |
Alerian Etf Ownership Analysis
Alerian Energy is is formed as Regulated Investment Company in the United States. ETF is managed and operated by ALPS Fund Services, Inc.. The fund has 27 constituents with avarage daily trading value of 59.5 K. The fund charges 0.35 percent management fee with a total expences of 0.35 percent of total asset. The fund created five year return of 19.0%. Alerian Energy Infra retains 99.62% of assets under management (AUM) in equities. This fund last dividend was 0.263 per share. The underlying index is a composite of North American energy infrastructure companies engaged in midstream activities involving energy commodities including gathering and processing, liquefaction, pipeline transportation, rail terminaling, and storage . Alerian Energy is traded on NYSEARCA Exchange in the United States. To learn more about Alerian Energy Infrastructure call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alerian Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alerian Energy , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| D | Dominion Energy | Stock | |
| OGE | OGE Energy | Stock | |
| CNP | CenterPoint Energy | Stock | |
| EPD | Enterprise Products Partners | Stock | |
| ET | Energy Transfer LP | Stock | |
| KMI | Kinder Morgan | Stock | |
| LNG | Cheniere Energy | Stock | |
| MMP | Magellan Midstream Partners | Stock | |
| OKE | ONEOK Inc | Stock | |
| PAGP | Plains GP Holdings | Stock | |
| TRGP | Targa Resources | Stock | |
| WMB | Williams Companies | Stock |
Alerian Energy Outstanding Bonds
Alerian Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Alerian Energy Infra uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Alerian bonds can be classified according to their maturity, which is the date when Alerian Energy Infrastructure has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Pair Trading with Alerian Energy
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 Alerian Energy 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 Alerian Energy will appreciate offsetting losses from the drop in the long position's value.Moving together with Alerian Etf
| 0.99 | EMLP | First Trust North | PairCorr |
| 0.89 | AMJ | JPMorgan | PairCorr |
| 0.9 | MLPA | Global X MLP | PairCorr |
| 1.0 | MLPX | Global X MLP | PairCorr |
| 1.0 | TPYP | Tortoise North American | PairCorr |
Moving against Alerian Etf
| 0.76 | TLT | iShares 20 Year Aggressive Push | PairCorr |
The ability to find closely correlated positions to Alerian Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Alerian Energy 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 Alerian Energy - 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 Alerian Energy Infrastructure to buy it.
The correlation of Alerian Energy 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 Alerian Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Alerian Energy Infra 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 Alerian Energy 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Alerian Energy Infrastructure. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of Alerian Energy Infra is measured differently than its book value, which is the value of Alerian that is recorded on the company's balance sheet. Investors also form their own opinion of Alerian Energy's value that differs from its market value or its book value, called intrinsic value, which is Alerian Energy'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 Alerian Energy's market value can be influenced by many factors that don't directly affect Alerian Energy'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 Alerian Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Alerian Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Alerian Energy'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.