For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar. The fund just hit a 52-week high and has risen 4.08% from its 52-week low price of $113.13/share.
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar now. The fund just hit a 52-week high and is up 4% from its 52-week low price of $112.76 per share.
Federal Reserve hikes are increasingly likely, with inflation increasing and unemployment stable. Lots of investments and ETFs should outperform during a period of rising rates. I'll be giving a quick rundown of four such ETFs in this article. Funds vary in risk, from cash ETFs to riskier choices, with the possibility of outstanding gains.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,354 | $275,630 | $277,065.8 | $1,435.8 | 0.52% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 802 | $92,069.2 | $94,395.4 | $2,326.2 | 2.53% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 59,399 | $6.95M | $6.99M | $39,238.25 | 0.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,341 | $1.05M | $1.1M | $46,468.61 | 4.41% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 4,841 | $550,246.6 | $570,027.75 | $19,781.15 | 3.59% |
| BATS Exchange | US Country |
The fund is notable for its specialized investment strategy, focusing primarily on a technique known as the Box Spread. By targeting investments that have a weighted average maturity of less than 90 days, it aims to allocate substantially all, if not at least 80%, of its total assets in Box Spreads. This investment approach is predicated on utilizing exchange-listed options to execute the box spread strategy, making it distinct in its operational methodology under normal market conditions.
A deep dive into the fund's products and services reveals a sophisticated approach to investment, with a key emphasis on the use of Box Spreads as its principal strategy. Below is a detailed explanation of the fund's primary investment tool: