| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KPS Kyle P. Smith NewEdge Wealth LLC | 7,990 | $275,575.1 | $295,709.9 | $20,134.8 | 7.31% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 12,550 | $432,849.5 | $464,475.5 | $31,626 | 7.31% |
| DW Darren Woolson Asset Allocation Strategies LLC | 14,893 | $513,652.51 | $551,189.93 | $37,537.42 | 7.31% |
| NASDAQ (NMS) Exchange | US Country |
The Fund is dedicated to achieving long-term growth of capital for its investors. Its strategic approach focuses on identifying and securing investments that demonstrate potential for substantial appreciation over an extended timeframe. By leveraging comprehensive market analysis, industry expertise, and a disciplined investment process, The Fund aims to provide its stakeholders with robust returns while maintaining a commitment to prudent risk management. This commitment is rooted in a deep understanding of market dynamics and the identification of emerging opportunities that align with long-term value creation.
The Fund invests in a diversified portfolio of equity securities across various sectors and industries. The focus is on identifying undervalued companies with solid growth potential, enabling investors to benefit from capital appreciation over time.
In addition to equities, The Fund allocates a portion of its assets to fixed income securities. This includes corporate bonds, government bonds, and other debt instruments that provide stable income streams and help mitigate overall portfolio risk.
The Fund recognizes the value of real estate as a critical component of a balanced investment portfolio. By investing in residential, commercial, and mixed-use properties, it aims to generate rental income while also capitalizing on potential property value appreciation.
To enhance diversification, The Fund explores alternative investment avenues such as private equity, hedge funds, and commodities. These assets are selected based on their unique risk-return profiles, aiming to provide additional growth opportunities and hedge against market volatility.
The Fund offers personalized portfolio management services to meet the specific financial goals and risk tolerance levels of individual clients. This service includes ongoing portfolio analysis, rebalancing, and strategic adjustments based on market conditions and individual objectives.