Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return.
It is for informational purposes and is not an official confirmation of terms. It is not guaranteed as to accuracy, nor is it a complete statement of the financial products or markets referred to. Howard Capital Management, Inc. may maintain long or short positions in the financial instruments referred to and may transact in them as principal or agent.
Dayforce, our flagship cloud HCM platform, provides human resources, payroll, benefits, workforce management, and talent management capabilities in a single solution. Our platform helps you manage the entire employee lifecycle, from recruiting and onboarding, to paying people and developing their careers. Ceridian provides solutions for organizations of all sizes, from small businesses to global organizations.
When evaluating the Cash from Investing value, it is important to consider each of the various activities which contribute to the overall change in cash position. A company can have a negative cash flow from investing and have a positive cash from Cash from operations or financing.
It also uses trend analysis to help identify broad trends in the equity market. When the trend is down, we reduce exposure to equities, and when the trend is up, we increase exposure to equities. By offering a non-emotional, rules-based and repeatable approach to investing, HCM can shift investments on the indexes to cash equivalent investments and back again based on real-time mathematical models.
These innovative investment vehicles are guided by the company’s proprietary HCM-BuyLine® model. When a key index, such as the S&P 500®, dips below the company’s mathematical model projections, the HCM-BuyLine® signals to reduce the ETF’s exposure to equities by investing in one- to three-month U.S. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.93% per year. These returns cover a period from January 1, 1988 through January 4, 2021.
Unless stated specifically otherwise, this is not a recommendation, offer or solicitation to buy or sell and any prices or quotations contained herein are indicative only. To the extent permitted by law, Howard Capital Management, Inc. does not accept any liability arising from the use of this communication. Howard Capital Management is an SEC-registered investment advisor which only does business where it is properly registered or is otherwise exempt from registration. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
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Mathematically, the Fund attempts to keep investments in the strongest sector or sectors at any given time as measured by the model. The HCM Income Plus Fund offers two share classes, each with a different investment need in mind. The HCM-BuyLine® is our proprietary stoploss tool designed to mitigate downside risk and remove the emotion from the investing process. A disciplined strategy driven by mathematical market ratios, the model attempts to avoid major market downturns by moving out of equities while seeking to take advantage of market upturns. /PRNewswire/ — Howard Capital Management, Inc. , an SEC-registered investment advisory firm, announced the launch of its new HCM Defender Series ETFs. The HCM Defender 100 Index ETF and HCM Defender 500 Index ETF , track the Nasdaq-100® and S&P 500® respectively, and are designed to offer upside potential with downside risk management.
The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations.
A portfolio which suffers a 30% loss takes a 43% gain to return to the previous portfolio value. They are not designed to catch the first 5–10% of a bull or bear market. Ideally, they will avoid most of the downtrends and catch the bulk of the uptrends. There may be times when the use of the Indicator will result in a loss when HCM re-enters the market.
Howard Capital Management, Inc. (“HCM”) is registered with the SEC and only transacts business where it is properly registered or is otherwise exempt from registration. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio.
When severe downtrends occur, however, such as in and , the Indicator has the potential to make a significant difference in portfolio performance. Naturally, there can be no guarantee that the Indicator will perform as anticipated. The Indicator does not generate stop-loss orders that automatically sell securities in the portfolio at a certain price.
Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. HCM Investors, Inc. is a locally owned, independent Colorado firm with over $30 million in assets as of December 2017. Founded May 1996, HCM Investors, Inc. strives to be a Back to the Basics investment firm.
The HCM-BuyLine® (the “Indicator”) is a proprietary indicator used to assist in determining when to buy and sell securities. When the Indicator identifies signs of a declining market, the Indicator will signal to move clients’ investments to less risky alternatives.
About Cash From Investing (quarterly)
As a result, the cost of investing in the Fund will be higher than the cost of investing directly in other investment companies and may be higher than other mutual funds that invest directly in securities. The market value of ETF and mutual fund shares may differ from their net asset value. Each investment company and ETF is subject to specific risks, depending on the nature of the fund.
The ultimate goal of the HCM Tactical Growth Fund is long-term capital appreciation. Using the proprietary HCM-BuyLine® method, the fund seeks to mitigate losses during market declines by moving from equity securities into money markets and short-term bonds. While invested in equity securities, the fund will aggressively seek growth. The HCM Tactical Growth Fund offers two share classes in order to meet a broad range of investment and needs.
- ETFs and mutual funds are subject to investment advisory and other expenses, which will be indirectly paid by the Fund.
- A higher portfolio turnover will result in higher transactional and brokerage costs and may result in higher taxes when Fund shares are held in a taxable account.
- When the Fund is out of the market and in cash or cash equivalents, there is a risk that the market will begin to rise rapidly and may cause the Fund to miss capturing the initial returns of changing market conditions.
- The price of small or medium capitalization company stocks may be subject to more abrupt or erratic market movements than larger, more established companies or the market averages in general.
- Using leverage can magnify a mutual fund’s potential for gain or loss and therefore, amplify the effects of market volatility on a mutual fund’s share price.
Not every signal generated by the Indicator will result in a profitable trade. There will be times when following the Indicator will results in a loss. An important goal of the Indicator is to outperform the market on a long-term basis.
Howard Capital Management’s Family Of Mutual Funds Receive 5 ..
In addition, we commit capital, on a primary and secondary basis, to private equity managers with proven track records. We manage these investments on a coordinated basis and with a common focus on the North American middle market. The HCM-BuyLine® uses a proprietary, quantitative investment model to determine when we should be in or out of the market.
As a result, use of the Indicator will not necessarily limit your losses to the desired amounts due to the limitations of the Indicator, market conditions, and delays in executing orders. Ultimately, the HCM Dividend Sector Plus Fund seeks long-term capital appreciation. By using the proprietary HCM Buy-Line® investment model, the Fund seeks to mitigate loss during times of market distress. The fund uses these trends to decide when to move away from securities and into cash and cash equivalents. During positive market trends, the fund will seek growth in dividend-paying securities among those included in the S&P 500. The HCM Dividend Sector Plus Fund offers two share classes, each with a different investment need in mind.
The graphic above – the HCM-BuyLine® in action – represents the dates that our proprietary indicator, the HCM-BuyLine®, identified changes in the market trend. Buys and Sells may or may not have occurred on the exact dates shown. These dates do not necessarily reflect transactions applied to every individual account. Also, certain products, custodians and portfolios may have a delay in execution. Often featured in various investment publications, the HCM Family of Mutual Funds offer three proprietary funds that investors can use to attempt to grow their wealth.
Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. Manulife Investment Management provides private equity and credit strategic capital solutions to its business partners. The Group is not authorized to provide and does not provide investment advisory services. Additionally, the content of this site is not intended nor should be construed as an offer to buy or sell or a solicitation of an offer to buy or sell any security or to participate in an investment strategy. Manulife Investment Management, through Hancock Capital Management, provides private market capital solutions consisting of senior and junior debt financing and equity co-investments.
Owner Katherine Spines is a large cap growth equity manager and Registered Investment Advisor with over 35 years of experience. HCM invests primarily in individual stocks, as well as in individual short-term and medium-term investment grade bonds. The ultimate goal of the HCM Income Plus Fund is to seek total return. The Fund uses a proprietary quantitative model to assist in determining when and which asset classes are bought and sold.
When the Fund is out of the market and in cash or cash equivalents, there is a risk that the market will begin to rise rapidly and may cause the Fund to miss capturing the initial returns of changing market conditions. Using leverage can magnify a mutual fund’s potential for gain or loss and therefore, amplify the effects of market volatility on a mutual fund’s share price. The price of small or medium capitalization company stocks may be subject to more abrupt or erratic market movements than larger, more established companies or the market averages in general. A higher portfolio turnover will result in higher transactional and brokerage costs and may result in higher taxes when Fund shares are held in a taxable account. ETFs and mutual funds are subject to investment advisory and other expenses, which will be indirectly paid by the Fund.