SHINE INVESTMENT Overview
Shine Investment Advisory Services Inc is an investment advisor that manages 521.8 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 03/31/20. The fund's latest filing disclosed 215MM in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 03/31/20. The fund's latest filing disclosed 215MM in positions, representing 41% of the manager's regulatory AUM.
SHINE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SHINE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DGRO | 8.81% | ETF | 17.28% | -0.57% | 0 | 4% | ||
| EFAV | 7.53% | ETF | 9.3% | -0.7% | 0 | 2% | ||
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FEATURED IN
SHINE INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Judith A. Shine | President, Director | October-1995 |
| Janet H. White | Chief Compliance Officer | October-2004 |
| Sandra Eve | Principal | August-2007 |
| Karen K. Salvatore | Principal | October-2013 |
SHINE INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SHINE INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Shine Investment Advisory Services, Inc. uses Modern Portfolio Theory (MPT) as its primary investing strategy. MPT is an investment strategy whose goal is to maximize investment return for a given amount of risk. MPT believes that by adding additional asset classes to a portfolio (i.e. diversification) long‐term returns increase and at the same time year‐to‐year fluctuations in
2
portfolio value (also known as volatility or standard deviation) are reduced. Shine Investment
Advisory Services, Inc. recognizes investing in securities involves risk of loss.
When determining an appropriate portfolio for a client, Shine Investment Advisory Services, Inc. meets with clients to discuss several determining factors. The initial and most critical decision is the establishment of an investment time horizon. Shine Investment Advisory Services, Inc. takes a long term view in respect to the capital m...
Unlock Full Investment Process Description
Shine Investment Advisory Services, Inc. uses Modern Portfolio Theory (MPT) as its primary investing strategy. MPT is an investment strategy whose goal is to maximize investment return for a given amount of risk. MPT believes that by adding additional asset classes to a portfolio (i.e. diversification) long‐term returns increase and at the same time year‐to‐year fluctuations in
2
portfolio value (also known as volatility or standard deviation) are reduced. Shine Investment
Advisory Services, Inc. recognizes investing in securities involves risk of loss.
When determining an appropriate portfolio for a client, Shine Investment Advisory Services, Inc. meets with clients to discuss several determining factors. The initial and most critical decision is the establishment of an investment time horizon. Shine Investment Advisory Services, Inc. takes a long term view in respect to the capital m...
Unlock Full Investment Process Description
SHINE INVESTMENT Portfolio Concentration
SHINE INVESTMENT Location
9892 ROSEMONT AVE. SUITE #100
LONE TREE, Colorado
UNITED STATES, 80124-4101
LONE TREE, Colorado
UNITED STATES, 80124-4101
SHINE INVESTMENT Contact Information
Phone Number: 303-740-8600
Fax Number: 303-290-0237
Website: http://www.shineinvestments.com/
Fax Number: 303-290-0237
Website: http://www.shineinvestments.com/
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