Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Herzfeld Credit Income Fund, Inc
The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by Herzfeld/Cuba. It invests in the public equity markets of the United States. The fund employing fundamental analysis investing in stocks of companies that are likely to benefit from economic, political, structural and technological developments in the countries in the Caribbean Basin, which consist of Cu… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
IPO Date: July 7, 2025
Headquarters: 10491 Sout West 97th Avenue, Miami, FL, United States, 33116
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$17.15
Near-term / short-term trend
Weekly
40-Week SMA
$20.80
Medium-term trend
Weekly
80-Week SMA
$22.74
Cyclical trend (business cycle)
Weekly
200-Week SMA
$28.51
Secular trend (multi-year)
Monthly
10-Month SMA
$20.44
Near-term monthly trend
Monthly
20-Month SMA
$22.46
Medium-term monthly trend
Monthly
40-Month SMA
$26.38
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$19.50
resistance
1.69x
2 months ago
$21.70
resistance
1.25x
3 months ago
Historical Earnings Reactions (12 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.62%
0.00%
41.67%
4.35%
-1.10%
1 Day
1.44%
0.60%
58.33%
8.70%
-2.41%
1 Week
-0.75%
-0.43%
41.67%
13.91%
-16.67%
2 Weeks
-4.80%
-2.07%
25.00%
14.35%
-46.30%
1 Month
-4.70%
-1.00%
33.33%
10.43%
-46.11%
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
1.9%
59.4%
32
Feb
-1.0%
37.5%
32
Mar
1.9%
56.3%
32
Apr
0.3%
37.5%
32
May
0.4%
48.4%
31
Jun
-1.8%
37.5%
32
Jul
0.2%
56.3%
32
Aug
-0.1%
37.5%
32
Sep
-2.1%
40.6%
32
Oct
-0.2%
50.0%
32
Nov
0.8%
53.1%
32
Dec
0.9%
50.0%
32
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
0.06%
43.6%
1513
Tuesday
0.06%
42.6%
1655
Wednesday
-0.01%
42.5%
1653
Thursday
-0.09%
42.3%
1620
Friday
0.12%
44.6%
1615
Top Institutional Holders
Institutional holder breakdown coming soon.
Insider Transactions — Smart Summary
Full insider transaction history and smart buy/sell sentiment summary available on
Trend Edge.
AI Consult Analysis
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Herzfeld Credit Income Fund, Inc
(HERZ) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.