PIERSHALE FINANCIAL Overview
Piershale Financial Group Inc. is an investment advisor that manages 209.5 MM dollars in regulatory AUM and has 8 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/11 to 09/30/21. The fund's latest filing disclosed 133MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/11 to 09/30/21. The fund's latest filing disclosed 133MM in positions, representing 64% of the manager's regulatory AUM.
PIERSHALE FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PIERSHALE FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BIL | 68.99% | ETF | 0.44% | -2.17% | 0 | 2% | ||
| TDV | 28.24% | Financials | 14.45% | 0.4% | 69 | 4% | ||
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FEATURED IN
PIERSHALE FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael D. Piershale | President | April-2011 |
| Michael D. Piershale | Chief Compliance Officer | February-2012 |
PIERSHALE FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PIERSHALE FINANCIAL Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
cap—it gives the purchaser of the floor the right (for a premium payment), but not the obligation, to receive the difference in interest payable on an amount when a specified index falls below the specified “floor rate.” A collar involving stock is called an “equity collar.” In a collar transaction, the buyer of the collar purchases a cap while selling a floor indexed to the same rate or asset. A zero-cost collar results when the premium earned by selling a floor exactly offsets the cap premium.
B.5.h. Long Straddle
A long straddle is the purchase of a long call and a long put with the same underlying security, expiration date, and strike price. This is a speculative trade that may be profitable when volatility is high and will result in a loss when prices of the underlying security are relatively stable.
C. Risk of Loss
Past performance is not indicativ...
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cap—it gives the purchaser of the floor the right (for a premium payment), but not the obligation, to receive the difference in interest payable on an amount when a specified index falls below the specified “floor rate.” A collar involving stock is called an “equity collar.” In a collar transaction, the buyer of the collar purchases a cap while selling a floor indexed to the same rate or asset. A zero-cost collar results when the premium earned by selling a floor exactly offsets the cap premium.
B.5.h. Long Straddle
A long straddle is the purchase of a long call and a long put with the same underlying security, expiration date, and strike price. This is a speculative trade that may be profitable when volatility is high and will result in a loss when prices of the underlying security are relatively stable.
C. Risk of Loss
Past performance is not indicativ...
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PIERSHALE FINANCIAL Portfolio Concentration
PIERSHALE FINANCIAL Location
407 EAST CONGRESS PARKWAY
SUITE C
CRYSTAL LAKE, Illinois
UNITED STATES, 60014
SUITE C
CRYSTAL LAKE, Illinois
UNITED STATES, 60014
PIERSHALE FINANCIAL Contact Information
Phone Number: 815-455-6453
Fax Number: DECEMBER
Website: null
Fax Number: DECEMBER
Website: null
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