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 09/30/16. The fund's latest filing disclosed 132MM in positions, representing 63% of the manager's regulatory AUM.

PIERSHALE FINANCIAL StockAlpha

-2.5%
Top 25%
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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

PIERSHALE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHM 26.17% ETF 3.63% 0.38% 4 0%
PHB 13.55% ETF -0.41% -0.21% 1 1%
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FEATURED IN
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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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PIERSHALE FINANCIAL Portfolio Concentration

PIERSHALE FINANCIAL Location

407 EAST CONGRESS PARKWAY
SUITE C
CRYSTAL LAKE, Illinois
UNITED STATES, 60014

PIERSHALE FINANCIAL Contact Information

Phone Number: 815-455-6453
Fax Number: DECEMBER
Website:

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