| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG Jacob Going Alpine Bank Wealth Management | 10,545 | $273,906.39 | $277,333.5 | $3,427.11 | 1.25% |
| ARCA Exchange | US Country |
The described company operates an investment fund focused on managing interest rate risk through a portfolio of U.S. dollar-denominated, investment-grade bonds. Its investment strategy centers on aligning with an underlying index, aimed at minimizing the susceptibility of the portfolio’s value to fluctuations in interest rates. By committing at least 80% of its net assets and any borrowed funds for investment purposes towards securities and instruments integral to its underlying index, the fund targets achieving its investment objective. It is characterized as non-diversified, indicating a focused investment approach rather than spreading risk across a wide variety of assets.
The company specializes in assembling portfolios composed of U.S. dollar-denominated, investment-grade bonds. This product is designed for investors looking to mitigate interest rate risk while securing stable, reliable returns from high-quality bonds.
Through strategic investment in bonds aligned with its underlying index, the company offers a solution for managing the interest rate risk inherent in bond investment. This service appeals to investors who wish to safeguard their investments against the impact of fluctuating interest rates.