| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,747 | $49,143.11 | $56,952.2 | $7,809.09 | 15.89% |
Jeffrey Jones Cypress Financial Planning LLC | 7,577 | $246,214.62 | $247,010.2 | $795.58 | 0.32% |
Avi Kantor Certior Financial Group LLC | 9,908 | $300,016 | $322,802.64 | $22,786.64 | 7.6% |
| BATS Exchange | United States Country |
The provided company description outlines a financial investment fund that primarily focuses on large-capitalization U.S. equity securities. It operates under a strategy to invest a minimum of 80% of its net assets, in addition to any funds borrowed for investment purposes, in various securities to ensure exposure to large-cap U.S. companies. This strategy notably includes substantial investment in customized equity or index option contracts, specifically FLexible EXchange® Options (FLEX Options), based on the SPDR® S&P 500® ETF Trust. The fund classifies itself as non-diversified, suggesting a focus on a relatively narrow selection of investments compared to diversified funds.
This service revolves around the fund's primary strategy to invest at least 80% of its net assets in equity securities issued by large-capitalization companies within the United States. It aims to capitalize on the growth potential of these substantial, established companies.
The fund dedicates a significant portion of its assets to investing in customized equity or index option contracts, specifically FLEX Options, on the SPDR® S&P 500® ETF Trust. This financial product allows the fund to have a flexible, tailored investment strategy in the options market, potentially mitigating risk while seeking to enhance returns from the underlying S&P 500 ETF.
Being non-diversified means the fund does not spread its investments across a wide array of sectors or assets. This focus allows for potentially higher returns from its selected investments but comes with a higher risk due to the lack of diversification across different industries or security types.