BOUCHEY FINANCIAL Overview

Bouchey Financial Group Ltd is an investment advisor that manages 282.1 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 256MM in positions, representing 91% of the manager's regulatory AUM.

BOUCHEY FINANCIAL StockAlpha

-3.3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOUCHEY FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QQQ 10.23% ETF -2.74% -0.45% 0 16%
VYM 9.23% ETF 2.76% 0.12% 0 2%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

BOUCHEY FINANCIAL Founders and Key Employees

Name Title In Position Since
Steven B. Bouchey President September-1995
Martin X. Shields Vice President, Chief Operating Officer, Chief Compliance Officer February-2013
Ryan S. Bouchey Chief Financial Officer And Vice President September-2012

BOUCHEY FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

BOUCHEY FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Bouchey Financial may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)




7
Bouchey Financial may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securities sold within thirty (30) days)
 Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
 Margin Transactions (use of borrowed assets to purchase financial instruments)
 Options (contract for th...
Unlock Full Investment Process Description

BOUCHEY FINANCIAL Portfolio Concentration

BOUCHEY FINANCIAL Location

1819 FIFTH AVENUE
TROY, New York
UNITED STATES, 12180-3302

BOUCHEY FINANCIAL Contact Information

Phone Number: 518-720-3333
Fax Number: 518-874-5001
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A