As inflation concerns continue to influence market dynamics in 2025 — especially after the most recent CPI print — investors are increasingly seeking equity-based strategies that can provide protection against rising prices. Several new and existing ETFs have emerged, each with distinct approaches to address inflation risk through sector exposure, asset allocation, and portfolio construction.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NJL Nelson J. Lam LAM GROUP Inc. | 180 | $13,135 | $13,518 | $383 | 2.92% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 1,650 | $99,806.05 | $123,139.5 | $23,333.45 | 23.38% |
| ARCA Exchange | US Country |
The fund described focuses on investing in a broad array of U.S. companies, particularly targeting sectors and industries poised for growth in environments of increasing or expected rising inflation. With a strategy primarily centered around equity securities, the fund allocates at least 80% of its assets towards these investments. It is designed to cater to investors looking for exposure to market opportunities that may emerge from inflationary pressures, leveraging the expertise of its portfolio managers to navigate through different market capitalizations and sectors effectively.
This service constitutes the fund's core, investing in stocks across various sectors of the U.S. economy. By focusing on equity securities, the fund aims to capture the growth potential of companies that could benefit from a rising inflation environment.
The fund targets its investments toward specific market sectors and industry groups identified by the portfolio managers as likely to appreciate in value with rising inflation. This tailored approach seeks to optimize returns by harnessing the potential growth of sectors more resilient or favorable during inflationary periods.
Investments are not confined to companies of a specific size, as the fund may invest in small, mid, and large-cap companies. This flexibility allows the portfolio managers to explore opportunities across the entire market capitalization spectrum, aiming to take advantage of emerging growth prospects irrespective of the company's size.