PHD Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: PHD could achieve moderate returns due to historical mean reversion and its floating rate structure, offering resilience against rate hikes.




Bearish Case: Concerns over management fees and broader economic impacts on floating rates may lead to stagnation or decline, especially if macro pressures increase.




Potential Outcomes: Moderate gains (55%): historical mean reversion; Stagnation (35%): economic pressures; Decline (10%): macro shocks.



April 27, 2025


Pioneer Floating Rate Forecast

PHD        Pioneer Floating Rate











Correlated Assets

Assets that tend to move strongly with PHD



ALGN Forecast + Options Trading Strategies   ALGN  Align Technology (0.77)


TK Forecast + Options Trading Strategies   TK  Teekay (0.74)


FDMT Forecast + Options Trading Strategies   FDMT  4D Molecular Therapeutics (0.73)


AMD Forecast + Options Trading Strategies   AMD  Advanced Micro Devices (0.71)


STM Forecast + Options Trading Strategies   STM  New York Shares (0.69)



Uncorrelated Assets

Assets with little price relationship to PHD



AME Forecast + Options Trading Strategies   AME  Ametek (-0.0)


IVV Forecast + Options Trading Strategies   IVV  BTC iShares Core S&P 500 (-0.01)


VSCO Forecast + Options Trading Strategies   VSCO  Victoria's Secret (-0.01)


HRI Forecast + Options Trading Strategies   HRI  Herc (0.01)


EXAS Forecast + Options Trading Strategies   EXAS  Exact Sciences (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against PHD



CALM Forecast + Options Trading Strategies   CALM  Cal-Maine Foods (-0.57)


AGI Forecast + Options Trading Strategies   AGI  Alamos Gold (-0.58)


LNG Forecast + Options Trading Strategies   LNG  Cheniere Energy (-0.6)


LRN Forecast + Options Trading Strategies   LRN  Stride (-0.62)


VIXY Forecast + Options Trading Strategies   VIXY  ProShares VIX Short-Term Futures (-0.7)









Become a more profitable investor with AI optimized trading strategies






×

Chat with PHD


 Ask any question about PHD!