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TY (Tri Continental Closed Fund) Stock Analysis
Buy, Hold or Sell?

Let's analyze Tri Continental Closed Fund together

I guess you are interested in Tri Continental Closed Fund. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

  • πŸ“Š Fundamental Analysis (FA) – Tri Continental Closed Fund’s Financial Insights
  • πŸ“ˆ Technical Analysis (TA) – Tri Continental Closed Fund’s Price Targets

I'm going to help you getting a better view of Tri Continental Closed Fund. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

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1. Quick Overview

1.1. Quick analysis of Tri Continental Closed Fund (30 sec.)










1.2. What can you expect buying and holding a share of Tri Continental Closed Fund? (30 sec.)

How much money do you get?

How much money do you get?
$0.00
When do you have the money?
1 year
How often do you get paid?
70.0%

What is your share worth?

Current worth
$36.59
Expected worth in 1 year
$50.85
How sure are you?
70.0%

+ What do you gain per year?

Total Gains per Share
$14.25
Return On Investment
45.0%

For what price can you sell your share?

Current Price per Share
$31.66
Expected price per share
$27.05 - $32.18
How sure are you?
50%
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2. Detailed Analysis

2.1. Valuation of Tri Continental Closed Fund (5 min.)




Live pricePrice per Share (EOD)
$31.66

2.2. Growth of Tri Continental Closed Fund (5 min.)




Is Tri Continental Closed Fund growing?

Current yearPrevious yearGrowGrow %
How rich?$1.9b$1.7b$152.6m8.0%

How much money is Tri Continental Closed Fund making?

Current yearPrevious yearGrowGrow %
Making money$320.7m$253m$67.6m21.1%
Net Profit Margin99.7%99.7%--

How much money comes from the company's main activities?

2.3. Financial Health of Tri Continental Closed Fund (5 min.)




2.4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#108 / 684

Most Revenue
#99 / 684

Most Profit
#49 / 684

Most Efficient
#121 / 684
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3. Summary and Key Metrics

3.1. What can you expect buying and holding a share of Tri Continental Closed Fund?

Welcome investor! Tri Continental Closed Fund's management wants to use your money to grow the business. In return you get a share of Tri Continental Closed Fund.

First you should know what it really means to hold a share of Tri Continental Closed Fund. And how you can make/lose money.

Speculation

The Price per Share of Tri Continental Closed Fund is $31.66. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Tri Continental Closed Fund.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Tri Continental Closed Fund, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $36.59. Based on the TTM, the Book Value Change Per Share is $3.56 per quarter. Based on the YOY, the Book Value Change Per Share is $3.26 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.00 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Tri Continental Closed Fund.

How much money are you going to get?

 MRQTTMYOY3Y5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps6.1719.5%6.1719.5%4.7815.1%1.845.8%3.4410.9%2.999.5%
Usd Book Value Change Per Share3.5611.3%3.5611.3%3.2610.3%-0.27-0.9%0.973.1%1.123.5%
Usd Dividend Per Share0.000.0%0.000.0%0.000.0%0.000.0%1.233.9%1.294.1%
Usd Total Gains Per Share3.5611.3%3.5611.3%3.2610.3%-0.27-0.9%2.206.9%2.417.6%
Usd Price Per Share31.69-31.69-28.83-28.72-29.76-26.95-
Price to Earnings Ratio5.13-5.13-6.03-2.15-3.70--1.83-
Price-to-Total Gains Ratio8.89-8.89-8.83-4.79-5.22--2.27-
Price to Book Ratio0.87-0.87-0.87-0.87-0.87-0.86-
Price-to-Total Gains Ratio8.89-8.89-8.83-4.79-5.22--2.27-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share31.66
Number of shares31
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.001.23
Usd Book Value Change Per Share3.560.97
Usd Total Gains Per Share3.562.20
Gains per Quarter (31 shares)110.4768.11
Gains per Year (31 shares)441.87272.43
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
10442432152120262
20884874305240534
3013261316457360806
40176717586094801078
50220922007626001350
60265126429147211622
703093308410668411894
803535352612199612166
9039773968137110812438
10044194410152312012710

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%2.01.00.066.7%4.01.00.080.0%7.03.00.070.0%21.08.00.072.4%
Book Value Change Per Share1.00.00.0100.0%2.01.00.066.7%4.01.00.080.0%7.03.00.070.0%20.09.00.069.0%
Dividend per Share0.00.01.00.0%0.00.03.00.0%2.00.03.040.0%7.00.03.070.0%26.00.03.089.7%
Total Gains per Share1.00.00.0100.0%2.01.00.066.7%4.01.00.080.0%7.03.00.070.0%22.07.00.075.9%
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3.2. Key Performance Indicators

The key performance indicators of Tri Continental Closed Fund compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-3Y+/-5 Year+/-10 Year+/-
Book Value Change Per Share--3.5643.5640%3.265+9%-0.269+108%0.968+268%1.120+218%
Book Value Per Share--36.59236.5920%33.029+11%33.128+10%34.156+7%31.097+18%
Current Ratio--2.8442.8440%3.436-17%4.838-41%5.533-49%5.999-53%
Debt To Asset Ratio--0.0020.0020%0.003-10%0.002+15%0.002+50%0.003-16%
Debt To Equity Ratio--0.0020.0020%0.003-10%0.002+15%0.002+50%0.003-16%
Dividend Per Share----0%-0%-0%1.229-100%1.293-100%
Enterprise Value--1642337073.0001642337073.0000%1522004609.550+8%1517655859.763+8%1582114443.052+4%1457250756.428+13%
Eps--6.1736.1730%4.780+29%1.844+235%3.441+79%2.992+106%
Ev To Sales Ratio--5.1065.1060%5.994-15%2.112+142%3.650+40%3.792+35%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%1.0000%
Market Cap1645088426.0000%1646647259.0001646647259.0000%1526426981.550+8%1521160395.097+8%1584834531.852+4%1461534790.628+13%
Net Profit Margin--0.9970.9970%0.997+0%0.9990%0.9980%0.838+19%
Operating Margin----0%0.234-100%0.412-100%0.646-100%0.662-100%
Operating Ratio--0.0030.0030%0.739-100%0.238-99%0.155-98%0.244-99%
Pb Ratio0.8650%0.8660.8660%0.873-1%0.8670%0.871-1%0.865+0%
Pe Ratio5.1290%5.1345.1340%6.031-15%2.146+139%3.701+39%-1.832+136%
Price Per Share31.6600%31.69031.6900%28.830+10%28.717+10%29.762+6%26.954+18%
Price To Free Cash Flow Ratio----0%-0%-0%2.395-100%-2.5410%
Price To Total Gains Ratio8.8850%8.8938.8930%8.831+1%4.789+86%5.220+70%-2.265+125%
Quick Ratio--2.7982.7980%3.400-18%4.810-42%5.493-49%5.977-53%
Return On Assets--0.1680.1680%0.144+17%0.044+283%0.091+85%0.087+93%
Return On Equity--0.1690.1690%0.145+17%0.044+282%0.091+85%0.087+93%
Total Gains Per Share--3.5643.5640%3.265+9%-0.269+108%2.197+62%2.413+48%
Usd Book Value--1901368527.0001901368527.0000%1748727818.000+9%1754922072.000+8%1818587457.400+5%1686969729.500+13%
Usd Book Value Change Per Share--3.5643.5640%3.265+9%-0.269+108%0.968+268%1.120+218%
Usd Book Value Per Share--36.59236.5920%33.029+11%33.128+10%34.156+7%31.097+18%
Usd Dividend Per Share----0%-0%-0%1.229-100%1.293-100%
Usd Enterprise Value--1642337073.0001642337073.0000%1522004609.550+8%1517655859.763+8%1582114443.052+4%1457250756.428+13%
Usd Eps--6.1736.1730%4.780+29%1.844+235%3.441+79%2.992+106%
Usd Free Cash Flow----0%-0%-0%126732674.000-100%133566066.000-100%
Usd Market Cap1645088426.0000%1646647259.0001646647259.0000%1526426981.550+8%1521160395.097+8%1584834531.852+4%1461534790.628+13%
Usd Price Per Share31.6600%31.69031.6900%28.830+10%28.717+10%29.762+6%26.954+18%
Usd Profit--320749617.000320749617.0000%253080853.000+27%93875466.667+242%183057952.800+75%161540520.400+99%
Usd Revenue--321661727.000321661727.0000%253908380.000+27%94727779.000+240%183969744.000+75%171503823.700+88%
Usd Total Gains Per Share--3.5643.5640%3.265+9%-0.269+108%2.197+62%2.413+48%
 EOD+3 -4MRQTTM+0 -0YOY+25 -53Y+22 -85Y+23 -1110Y+24 -9

3.3 Fundamental Score

Let's check the fundamental score of Tri Continental Closed Fund based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-155.129
Price to Book Ratio (EOD)Between0-10.865
Net Profit Margin (MRQ)Greater than00.997
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than12.798
Current Ratio (MRQ)Greater than12.844
Debt to Asset Ratio (MRQ)Less than10.002
Debt to Equity Ratio (MRQ)Less than10.002
Return on Equity (MRQ)Greater than0.150.169
Return on Assets (MRQ)Greater than0.050.168
Total9/10 (90.0%)

3.4 Technical Score

Let's check the technical score of Tri Continental Closed Fund based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
OpenGreater thanClose31.540
Total0/1 (0.0%)

4. In-depth Analysis

4.1 About Tri Continental Closed Fund

Tri-Continental Corporation is a closed ended equity mutual fund launched and managed by Columbia Management Investment Advisers, LLC. It primarily invests in the public equity markets of the United States. The fund invests in stocks of companies that operate across diversified sectors. It seeks to invest in stocks of large-cap companies. The fund benchmarks the performance of its portfolio against S&P 500 Index. Tri-Continental Corporation was formed in January 1929 and is domiciled in the United States.

Fundamental data was last updated by Penke on 2025-06-13 04:56:07.

4.2 In-depth Summary

4.2.1. Financial Health Summary

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is efficient in making profit.
Using its investors money, the company is efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is very efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

4.2.2. Valuation Summary

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is cheap.
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4.3 Financial Health

4.3.1. Profitability

4.3.1 Profitability
4.3.1.1. Net Profit Margin

Measures how much net profitΒ Tri Continental Closed Fund earns for each $1 of revenue.

  • Above 10% is considered healthy but always compareΒ Tri Continental Closed Fund to theΒ Asset Management industry mean.
  • A Net Profit Margin of 99.7%Β means thatΒ $1.00 for each $1Β in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Tri Continental Closed Fund:

  • The MRQ is 99.7%. The company is making a huge profit. +2
  • The TTM is 99.7%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ99.7%TTM99.7%0.0%
TTM99.7%YOY99.7%+0.0%
TTM99.7%5Y99.8%-0.1%
5Y99.8%10Y83.8%+15.9%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ99.7%53.1%+46.6%
TTM99.7%55.2%+44.5%
YOY99.7%56.0%+43.7%
3Y99.9%57.9%+42.0%
5Y99.8%63.0%+36.8%
10Y83.8%57.7%+26.1%
4.3.1.2. Return on Assets

Shows howΒ efficientΒ Tri Continental Closed Fund is using its assets to generate profit.

  • Above 5% is considered healthyΒ but always compareΒ Tri Continental Closed Fund to theΒ Asset Management industry mean.
  • 16.8% Return on Assets means thatΒ Tri Continental Closed Fund generatedΒ $0.17 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Tri Continental Closed Fund:

  • The MRQ is 16.8%. Using its assets, the company is efficient in making profit. +1
  • The TTM is 16.8%. Using its assets, the company is efficient in making profit. +1
Trends
Current periodCompared to+/- 
MRQ16.8%TTM16.8%0.0%
TTM16.8%YOY14.4%+2.4%
TTM16.8%5Y9.1%+7.7%
5Y9.1%10Y8.7%+0.4%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ16.8%1.8%+15.0%
TTM16.8%1.8%+15.0%
YOY14.4%1.3%+13.1%
3Y4.4%0.9%+3.5%
5Y9.1%1.8%+7.3%
10Y8.7%2.0%+6.7%
4.3.1.3. Return on Equity

Shows how efficient Tri Continental Closed Fund is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compareΒ Tri Continental Closed Fund to theΒ Asset Management industry mean.
  • 16.9% Return on Equity means Tri Continental Closed Fund generated $0.17Β for eachΒ $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Tri Continental Closed Fund:

  • The MRQ is 16.9%. Using its investors money, the company is efficient in making profit. +1
  • The TTM is 16.9%. Using its investors money, the company is efficient in making profit. +1
Trends
Current periodCompared to+/- 
MRQ16.9%TTM16.9%0.0%
TTM16.9%YOY14.5%+2.4%
TTM16.9%5Y9.1%+7.7%
5Y9.1%10Y8.7%+0.4%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ16.9%3.3%+13.6%
TTM16.9%3.2%+13.7%
YOY14.5%2.7%+11.8%
3Y4.4%1.8%+2.6%
5Y9.1%3.1%+6.0%
10Y8.7%3.2%+5.5%
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4.3.2. Operating Efficiency of Tri Continental Closed Fund.

4.3.2. Operating Efficiency
4.3.2.1. Operating Margin

MeasuresΒ how efficient Tri Continental Closed Fund is operatingΒ .

  • Measures how much profit Tri Continental Closed Fund makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compareΒ Tri Continental Closed Fund to theΒ Asset Management industry mean.
  • An Operating Margin of 0.0%Β means the company generated $0.00 Β for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Tri Continental Closed Fund:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY23.4%-23.4%
TTM-5Y64.6%-64.6%
5Y64.6%10Y66.2%-1.7%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-51.4%-51.4%
TTM-41.4%-41.4%
YOY23.4%74.6%-51.2%
3Y41.2%52.8%-11.6%
5Y64.6%61.2%+3.4%
10Y66.2%57.3%+8.9%
4.3.2.2. Operating Ratio

Measures how efficient Tri Continental Closed Fund is keepingΒ operating costsΒ low.

  • Below 1 is considered healthy (always compare toΒ Asset Management industry mean).
  • An Operation Ratio of 0.00 means that the operating costs are $0.00 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Tri Continental Closed Fund:

  • The MRQ is 0.003. The company is very efficient in keeping operating costs low. +2
  • The TTM is 0.003. The company is very efficient in keeping operating costs low. +2
Trends
Current periodCompared to+/- 
MRQ0.003TTM0.0030.000
TTM0.003YOY0.739-0.736
TTM0.0035Y0.155-0.152
5Y0.15510Y0.244-0.089
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0030.554-0.551
TTM0.0030.527-0.524
YOY0.7390.587+0.152
3Y0.2380.565-0.327
5Y0.1550.529-0.374
10Y0.2440.565-0.321
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4.4.3. Liquidity of Tri Continental Closed Fund.

4.4.3. Liquidity
4.4.3.1. Current Ratio

Measures if Tri Continental Closed Fund is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare toΒ Asset Management industry mean).
  • A Current Ratio of 2.84Β means the company has $2.84 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Tri Continental Closed Fund:

  • The MRQ is 2.844. The company is able to pay all its short-term debts. +1
  • The TTM is 2.844. The company is able to pay all its short-term debts. +1
Trends
Current periodCompared to+/- 
MRQ2.844TTM2.8440.000
TTM2.844YOY3.436-0.593
TTM2.8445Y5.533-2.690
5Y5.53310Y5.999-0.465
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.8442.875-0.031
TTM2.8442.697+0.147
YOY3.4363.336+0.100
3Y4.8383.887+0.951
5Y5.5334.921+0.612
10Y5.9997.482-1.483
4.4.3.2. Quick Ratio

Measures if Tri Continental Closed Fund is able to pay off Short-term Debt but only usingΒ theΒ most liquid assets.

  • Above 1 is considered healthy butΒ always compareΒ Tri Continental Closed Fund to theΒ Asset Management industry mean.
  • A Quick Ratio of 2.80Β means the company can pay off $2.80 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Tri Continental Closed Fund:

  • The MRQ is 2.798. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 2.798. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ2.798TTM2.7980.000
TTM2.798YOY3.400-0.603
TTM2.7985Y5.493-2.696
5Y5.49310Y5.977-0.484
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.7982.219+0.579
TTM2.7982.293+0.505
YOY3.4003.510-0.110
3Y4.8104.816-0.006
5Y5.4935.974-0.481
10Y5.9778.734-2.757
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4.5.4. Solvency of Tri Continental Closed Fund.

4.5.4. Solvency
4.5.4.1. Debt to Asset Ratio

Measures how much %Β of Tri Continental Closed FundΒ assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compareΒ Tri Continental Closed Fund to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.00Β means that Tri Continental Closed Fund assets areΒ financed with 0.2% credit (debt) and the remaining percentage (100% - 0.2%)Β is financed by its owners/shareholders.Β 

Let's take a look of the Debt to Asset Ratio trends of Tri Continental Closed Fund:

  • The MRQ is 0.002. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.002. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.002TTM0.0020.000
TTM0.002YOY0.0030.000
TTM0.0025Y0.002+0.001
5Y0.00210Y0.003-0.001
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0020.190-0.188
TTM0.0020.189-0.187
YOY0.0030.183-0.180
3Y0.0020.181-0.179
5Y0.0020.191-0.189
10Y0.0030.187-0.184
4.5.4.2. Debt to Equity Ratio

Measures ifΒ Tri Continental Closed Fund is able toΒ pay off its debts by usingΒ shareholders equity.

  • Below 2 is considered healthy butΒ always compareΒ Tri Continental Closed Fund to theΒ Asset Management industry mean.
  • A Debt to Equity ratio of 0.2% means that company has $0.00 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Tri Continental Closed Fund:

  • The MRQ is 0.002. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.002. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.002TTM0.0020.000
TTM0.002YOY0.0030.000
TTM0.0025Y0.002+0.001
5Y0.00210Y0.003-0.001
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0020.237-0.235
TTM0.0020.237-0.235
YOY0.0030.225-0.222
3Y0.0020.225-0.223
5Y0.0020.266-0.264
10Y0.0030.255-0.252
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4.6. Market Valuation

4.6.1. Earnings Per Share
4.6.2.1. Price to Earnings Ratio

MeasuresΒ how much money you payΒ for each share forΒ every $1 in earnings Tri Continental Closed Fund generates.

  • Above 15 is considered overpriced butΒ always compareΒ Tri Continental Closed Fund to theΒ Asset Management industry mean.
  • A PE ratio of 5.13 means the investor is paying $5.13Β for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Tri Continental Closed Fund:

  • The EOD is 5.129. Based on the earnings, the company is cheap. +2
  • The MRQ is 5.134. Based on the earnings, the company is cheap. +2
  • The TTM is 5.134. Based on the earnings, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD5.129MRQ5.134-0.005
MRQ5.134TTM5.1340.000
TTM5.134YOY6.031-0.898
TTM5.1345Y3.701+1.433
5Y3.70110Y-1.832+5.533
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD5.1298.073-2.944
MRQ5.1347.871-2.737
TTM5.1347.350-2.216
YOY6.0318.129-2.098
3Y2.1465.438-3.292
5Y3.7015.558-1.857
10Y-1.8327.143-8.975
4.6.2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Tri Continental Closed Fund:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y2.395-2.395
5Y2.39510Y-2.541+4.936
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-5.653-5.653
TTM-6.212-6.212
YOY-4.102-4.102
3Y-3.964-3.964
5Y2.3953.790-1.395
10Y-2.5412.585-5.126
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4.6.2. Book Value per Share
4.6.2.1. Price to Book Ratio

Measures if the stock price ofΒ Tri Continental Closed Fund is to cheap or to expensiveΒ compared to its book value.

  • At or below 1 is considered healthyΒ (always compare to Asset Management industry mean).
  • A PB ratio of 0.87 means the investor is paying $0.87Β for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Tri Continental Closed Fund:

  • The EOD is 0.865. Based on the equity, the company is cheap. +2
  • The MRQ is 0.866. Based on the equity, the company is cheap. +2
  • The TTM is 0.866. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD0.865MRQ0.866-0.001
MRQ0.866TTM0.8660.000
TTM0.866YOY0.873-0.007
TTM0.8665Y0.871-0.005
5Y0.87110Y0.865+0.006
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD0.8650.938-0.073
MRQ0.8660.932-0.066
TTM0.8660.930-0.064
YOY0.8730.924-0.051
3Y0.8670.940-0.073
5Y0.8710.997-0.126
10Y0.8651.127-0.262
4.6.2. Total Gains per Share

2.4. Latest News of Tri Continental Closed Fund

Does Tri Continental Closed Fund still have the same value as the quarterly reports suggest? Recent changes may be an indication that the value of the company is changing. Read the news from Tri Continental Closed Fund to keep up to date. Note: the news is often already included in the price.

DateTitleRead
2025-06-12
16:19
TY Ex-Dividend Reminder - 6/16/25Read

4.7 Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Tri Continental Closed Fund.

4.8.3. Insider Transactions

Insiders are holding 0.03% of the shares of Tri Continental Closed Fund.

DateOwnerTypeAmountPricePost Transaction AmountLink
2025-03-07Pamela G CarltonSELL181531.23
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5. Financial Statements




5.1. Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2020-12-312021-12-312022-12-312023-12-312024-12-31
Other Current Liabilities  -1,682-1,021-2,7031,330-1,373-2,630-4,0045,0891,086



5.2. Latest Balance Sheet

Balance Sheet of 2024-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets1,905,679
Total Liabilities4,310
Total Stockholder Equity1,901,369
 As reported
Total Liabilities 4,310
Total Stockholder Equity+ 1,901,369
Total Assets = 1,905,679

Assets

Total Assets1,905,679
Total Current Assets10,918
Long-term Assets1,894,760
Total Current Assets
Net Receivables 10,742
Other Current Assets 176
Total Current Assets  (as reported)10,918
Total Current Assets  (calculated)10,918
+/-0
Long-term Assets
Long Term Investments 1,894,760
Long-term Assets Other -1,894,760
Long-term Assets  (as reported)1,894,760
Long-term Assets  (calculated)0
+/- 1,894,760

Liabilities & Shareholders' Equity

Total Current Liabilities3,840
Long-term Liabilities0
Total Stockholder Equity1,901,369
Total Current Liabilities
Accounts payable 2,754
Other Current Liabilities 1,086
Total Current Liabilities  (as reported)3,840
Total Current Liabilities  (calculated)3,840
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)0
Long-term Liabilities  (calculated)0
+/-0
Total Stockholder Equity
Common Stock26,267
Retained Earnings 417,227
Other Stockholders Equity 1,420,238
Total Stockholder Equity (as reported)1,901,369
Total Stockholder Equity (calculated)1,863,732
+/- 37,637
Other
Capital Stock63,904
Common Stock Shares Outstanding 51,651
Liabilities and Stockholders Equity 1,905,679
Net Working Capital 7,079



5.3. Balance Sheets Structured

Currency in USD. All numbers in thousands.

 Trend2024-12-312023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-312004-12-312003-12-312002-12-312001-12-312000-12-311999-12-311998-12-311997-12-311996-12-31
> Total Assets 
2,875,700
3,464,900
4,043,900
4,152,600
3,537,500
2,916,100
1,999,800
2,352,100
2,530,400
2,443,500
2,698,964
2,471,980
1,002,412
1,179,600
1,181,700
1,215,200
1,225,800
1,480,040
1,558,101
1,426,193
1,522,965
1,677,414
1,474,078
1,705,350
1,784,775
2,046,607
1,616,451
1,753,150
1,905,679
1,905,6791,753,1501,616,4512,046,6071,784,7751,705,3501,474,0781,677,4141,522,9651,426,1931,558,1011,480,0401,225,8001,215,2001,181,7001,179,6001,002,4122,471,9802,698,9642,443,5002,530,4002,352,1001,999,8002,916,1003,537,5004,152,6004,043,9003,464,9002,875,700
   > Total Current Assets 
18,400
45,400
12,400
6,700
5,100
13,900
4,000
3,200
27,900
15,500
4,600
90,100
84,900
1,200
1,100
4,900
6,000
16,341
16,054
13,187
22,515
9,794
12,701
8,904
10,064
8,324
9,747
18,030
10,918
10,91818,0309,7478,32410,0648,90412,7019,79422,51513,18716,05416,3416,0004,9001,1001,20084,90090,1004,60015,50027,9003,2004,00013,9005,1006,70012,40045,40018,400
       Cash And Cash Equivalents 
10,800
32,900
3,400
800
300
9,500
300
300
18,900
200
872
207
207
0
0
0
0
0
0
0
0
0
0
0
124
0
0
0
0
00001240000000000020720787220018,9003003009,5003008003,40032,90010,800
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
280,925
193,063
2,106
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000002,106193,063280,9250000000000
       Net Receivables 
7,600
12,500
9,000
5,900
4,800
4,400
3,700
2,900
9,000
15,300
3,865
90,121
84,948
1,200
1,100
4,900
6,000
16,085
15,956
13,087
22,521
9,794
12,701
8,904
9,811
8,324
9,747
17,841
10,742
10,74217,8419,7478,3249,8118,90412,7019,79422,52113,08715,95616,0856,0004,9001,1001,20084,94890,1213,86515,3009,0002,9003,7004,4004,8005,9009,00012,5007,600
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
-285,662
-283,391
-87,260
0
0
0
0
255
98
100
151
144
256
211
287
156
407
346
176
176346407156287211256144151100982550000-87,260-283,391-285,6620000000000
   > Long-term Assets 
2,856,400
3,417,900
4,030,400
4,143,700
3,532,000
2,901,700
1,995,100
2,348,200
2,502,000
2,427,400
2,694,100
2,381,700
917,400
1,178,400
1,180,500
1,210,200
1,219,700
1,463,700
1,542,047
1,413,006
1,500,323
1,667,500
1,461,143
1,696,296
1,774,578
2,038,153
1,606,488
1,736,622
1,894,760
1,894,7601,736,6221,606,4882,038,1531,774,5781,696,2961,461,1431,667,5001,500,3231,413,0061,542,0471,463,7001,219,7001,210,2001,180,5001,178,400917,4002,381,7002,694,1002,427,4002,502,0002,348,2001,995,1002,901,7003,532,0004,143,7004,030,4003,417,9002,856,400
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
2,413,177
2,316,487
917,164
0
0
0
0
0
1,541,546
1,412,574
1,500,323
1,667,500
1,461,143
1,696,296
1,774,578
2,038,153
1,606,488
1,735,120
1,894,760
1,894,7601,735,1201,606,4882,038,1531,774,5781,696,2961,461,1431,667,5001,500,3231,412,5741,541,54600000917,1642,316,4872,413,1770000000000
       Other Assets 
900
1,600
1,100
2,200
400
500
700
700
500
600
264
180
112
1,179,600
100
100
100
437
501
432
127
121
234
149
133
130
216
-1,502
1,905,679
1,905,679-1,5022161301331492341211274325014371001001001,179,6001121802646005007007005004002,2001,1001,600900
> Total Liabilities 
3,000
35,400
3,700
5,100
41,900
4,800
3,900
3,500
22,000
13,600
4,118
60,914
70,875
195,700
82,800
99,400
4,900
5,773
8,380
5,116
14,485
2,224
5,229
2,185
1,091
2,120
1,781
4,422
4,310
4,3104,4221,7812,1201,0912,1855,2292,22414,4855,1168,3805,7734,90099,40082,800195,70070,87560,9144,11813,60022,0003,5003,9004,80041,9005,1003,70035,4003,000
   > Total Current Liabilities 
500
32,200
900
3,500
40,300
3,600
2,900
2,600
21,200
12,900
3,500
60,400
2,700
194,000
82,800
99,400
4,900
5,773
8,380
5,116
13,080
470
4,059
2,185
1,091
2,120
1,184
5,247
3,840
3,8405,2471,1842,1201,0912,1854,05947013,0805,1168,3805,7734,90099,40082,800194,0002,70060,4003,50012,90021,2002,6002,9003,60040,3003,50090032,200500
       Short-term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
2,699
0
0
0
0
0
0
0
0
0
0
0
0
86
190
0
0
00190860000000000002,699000000000000
       Accounts payable 
0
0
0
0
0
0
0
0
0
0
2,911
60,914
68,176
0
0
1,600
3,800
5,569
7,566
3,949
14,043
1,773
4,847
3,005
1,682
2,617
1,184
4,004
2,754
2,7544,0041,1842,6171,6823,0054,8471,77314,0433,9497,5665,5693,8001,6000068,17660,9142,9110000000000
       Other Current Liabilities 
500
32,200
900
3,500
40,300
3,600
2,900
2,600
21,200
12,900
3,500
60,400
1
194,000
82,800
-1,600
-3,800
204
814
1,167
-14,043
-1,773
-4,847
-3,005
-1,682
-2,703
-1,373
-4,004
1,086
1,086-4,004-1,373-2,703-1,682-3,005-4,847-1,773-14,0431,167814204-3,800-1,60082,800194,000160,4003,50012,90021,2002,6002,9003,60040,3003,50090032,200500
   > Long-term Liabilities 
0
0
0
0
0
0
0
0
0
0
4,118
60,914
2,700
0
0
1,600
3,800
5,600
8,114
4,848
13,080
470
4,059
3,312
2,003
3,027
1,184
4,422
0
04,4221,1843,0272,0033,3124,05947013,0804,8488,1145,6003,8001,600002,70060,9144,1180000000000
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
329
257
174
83
78
12
0
86
190
0
0
00190860127883174257329000000000000000000
> Total Stockholder Equity
2,872,700
3,429,500
4,040,200
4,147,500
3,495,600
2,911,300
1,995,900
2,348,600
2,508,400
2,429,900
2,694,846
2,411,066
931,536
984,000
1,098,900
1,115,800
1,220,900
1,473,841
1,549,392
1,420,820
1,508,480
1,675,190
1,468,848
1,702,038
1,782,772
2,043,494
1,614,670
1,748,728
1,901,369
1,901,3691,748,7281,614,6702,043,4941,782,7721,702,0381,468,8481,675,1901,508,4801,420,8201,549,3921,473,8411,220,9001,115,8001,098,900984,000931,5362,411,0662,694,8462,429,9002,508,4002,348,6001,995,9002,911,3003,495,6004,147,5004,040,2003,429,5002,872,700
   Common Stock
48,400
2,339,700
58,600
62,600
66,800
66,200
62,300
59,100
56,500
54,000
51,767
51,519
39,591
34,500
33,300
32,100
31,500
31,068
30,519
29,429
28,379
27,404
26,927
26,822
26,236
27,333
27,125
26,198
26,267
26,26726,19827,12527,33326,23626,82226,92727,40428,37929,42930,51931,06831,50032,10033,30034,50039,59151,51951,76754,00056,50059,10062,30066,20066,80062,60058,6002,339,70048,400
   Retained Earnings 
732,600
194,900
1,346,300
1,224,000
392,500
-161,300
-949,600
-503,100
-520,900
-280,000
4,373
-40
-34
-797,800
-800,000
-689,100
-600,300
-223,675
-125,551
-208,036
2,501
-1,473
-39,714
197,601
307,602
499,176
85,454
269,916
417,227
417,227269,91685,454499,176307,602197,601-39,714-1,4732,501-208,036-125,551-223,675-600,300-689,100-800,000-797,800-34-404,373-280,000-520,900-503,100-949,600-161,300392,5001,224,0001,346,300194,900732,600
   Accumulated Other Comprehensive Income 
3,600
857,300
0
0
0
0
0
0
265,900
37,700
107,728
-159,191
-969,247
-12,300
133,900
71,500
107,700
0
0
0
82,811
129,554
0
0
0
0
0
-26,198
0
0-26,19800000129,55482,811000107,70071,500133,900-12,300-969,247-159,191107,72837,700265,900000000857,3003,600
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,561,320
1,519,257
1,472,305
1,443,999
1,439,978
1,411,297
1,479,349
0
0
0
0001,479,3491,411,2971,439,9781,443,9991,472,3051,519,2571,561,3200000000000000000000
   Treasury Stock00000000000000000000000000000
   Other Stockholders Equity 
2,088,100
37,600
2,635,300
2,860,900
3,036,300
3,006,400
2,883,200
2,792,600
2,706,900
2,618,200
2,493,341
2,481,141
1,823,591
1,759,600
1,731,700
1,701,300
1,682,000
1,628,341
1,606,317
1,561,320
1,519,257
1,611,622
1,443,999
1,439,978
1,411,297
1,479,349
1,464,455
1,414,976
1,420,238
1,420,2381,414,9761,464,4551,479,3491,411,2971,439,9781,443,9991,611,6221,519,2571,561,3201,606,3171,628,3411,682,0001,701,3001,731,7001,759,6001,823,5912,481,1412,493,3412,618,2002,706,9002,792,6002,883,2003,006,4003,036,3002,860,9002,635,30037,6002,088,100



5.4. Balance Sheets

Currency in USD. All numbers in thousands.




5.5. Cash Flows

Currency in USD. All numbers in thousands.




5.6. Income Statements

Currency in USD. All numbers in thousands.


5.7. Latest Income Statement

Income Statement (annual), 2024-12-31. Currency in USD. All numbers in thousands.

Gross Profit (+$)
totalRevenue321,662
Cost of Revenue-0
Gross Profit321,662321,662
 
Operating Income (+$)
Gross Profit321,662
Operating Expense-912
Operating Income320,750320,750
 
Operating Expense (+$)
Research Development0
Selling General Administrative530
Selling And Marketing Expenses0
Operating Expense912530
 
Net Interest Income (+$)
Interest Income32,063
Interest Expense-1
Other Finance Cost-0
Net Interest Income32,062
 
Pretax Income (+$)
Operating Income320,750
Net Interest Income32,062
Other Non-Operating Income Expenses0
Income Before Tax (EBT)320,750-641,501
EBIT - interestExpense = -1
320,750
320,750
Interest Expense1
Earnings Before Interest and Taxes (EBIT)0320,750
Earnings Before Interest and Taxes (EBITDA)0
 
After tax Income (+$)
Income Before Tax320,750
Tax Provision-0
Net Income From Continuing Ops320,750320,750
Net Income320,750
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses912
Total Other Income/Expenses Net962,250-32,062
 

Technical Analysis of Tri Continental Closed Fund
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Tri Continental Closed Fund. The general trend of Tri Continental Closed Fund is UNKNOWN with 0.0% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Tri Continental Closed Fund's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator StateBullish trend Bearish trend
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Tri Continental Closed Fund Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

SupportΒ is a price level at which demand for an asset is strong enough to prevent the price from falling further.
ResistanceΒ is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Tri Continental Closed Fund.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 31.83 < 32.12 < 32.18.

The bearish price targets are: 30.40 > 27.51 > 27.05.

Know someone who trades $TY? Share this with them.πŸ‘‡

Tri Continental Closed Fund Daily Support & Resistance Chart
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2. Trend Indicators

2.1 Moving Averages

Shows theΒ moving averageΒ of the selected period.

  • Moving averages are laggingΒ trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Tri Continental Closed Fund. The current mas is .

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Tri Continental Closed Fund Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows theΒ momentumΒ of theΒ selected period based on two moving averages.

  • MACD is aΒ lagging momentumΒ indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Moving Average Convergence/Divergence (MACD) ChartTri Continental Closed Fund Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Tri Continental Closed Fund. The current adx is .

Tri Continental Closed Fund Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • ShowsΒ the current trend.
  • ShowsΒ potential entry signals.
  • ShowsΒ Β potential exit signals.
  • Can be used to placeΒ trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Parabolic SAR Chart
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3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentumΒ indicator, meaning the signals are instant.
  • RangesΒ between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Relative Strength Index (RSI) ChartTri Continental Closed Fund Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

ComparesΒ a certain price to multiple prices ranging over time.

  • LeadingΒ momentumΒ indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • RangesΒ between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Stochastic Oscillator ChartTri Continental Closed Fund Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero,Β the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Commodity Channel Index (CCI) ChartTri Continental Closed Fund Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Chande Momentum Oscillator (CMO) ChartTri Continental Closed Fund Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

Β Shows the current price relative to the highest high over the last 14 days.
Β 

  • Lagging momentum indicator
  • Ranging between 0 andΒ -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Williams %R ChartTri Continental Closed Fund Daily Williams %R Chart
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4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversoldΒ 

Score

Let's take a look at the Bollinger Bands of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Average True Range (ATR) ChartTri Continental Closed Fund Daily Average True Range (ATR) Chart
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5. Volume Indicators

5.1 On-Balance Volume (OBV)

Β Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily On-Balance Volume (OBV) ChartTri Continental Closed Fund Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Tri Continental Closed Fund.

Tri Continental Closed Fund Daily Money Flow Index (MFI) ChartTri Continental Closed Fund Daily Money Flow Index (MFI) Chart
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6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Tri Continental Closed Fund.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2025-02-06STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-10CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-02-11STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-02-12MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-02-13MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-02-14SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2025-02-18DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-02-19STOCH SHORT EXITThe %K line crosses above the %D line.
2025-02-20STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-21CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-02-24MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2025-02-25DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2025-02-26SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2025-02-27WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-02-28STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-03STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2025-03-05STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-06STOCH LONG EXITThe %K line crosses below the %D line.
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2025-03-07STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-10BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2025-03-11STOCH LONG EXITThe %K line crosses below the %D line.
2025-03-12STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-13STOCH LONG EXITThe %K line crosses below the %D line.
2025-03-14RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-17SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2025-03-18STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-19SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-24MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2025-03-25DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-03-26STOCH LONG EXITThe %K line crosses below the %D line.
2025-03-27CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-03-28DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-31SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2025-04-01STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-04ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-07STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-09RSI LONG ENTRY SHORT CLOSE30 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-04-10STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-14STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-16STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-17STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-21STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-22STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-23MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2025-04-24CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-28STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-29STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-01STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-05-02DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2025-05-06DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2025-05-08DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-05-12STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-05-13STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-19STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-21SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2025-05-23DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2025-05-27DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-29MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-02STOCH SHORT EXITThe %K line crosses above the %D line.
2025-06-04CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-06-05STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-06STOCH SHORT EXITThe %K line crosses above the %D line.
2025-06-09MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2025-06-10WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-06-11RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-12WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-06-13MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2025-06-16DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-06-17WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-06-20STOCH SHORT EXITThe %K line crosses above the %D line.
2025-06-24CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-06-25DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.

6.3. Candlestick Patterns

Tri Continental Closed Fund Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Tri Continental Closed Fund based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
OpenGreater thanClose31.540
Total0/1 (0.0%)
Penke
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