The Core Alternative ETF holds 42 stocks with expected earnings and dividend growth, combined with options for downside protection. Despite outperforming the benchmark over the last 6 months, the historical return of CCOR is disappointing. HELO offers better returns, lower volatility, cheaper fees, and higher liquidity, making it a more compelling choice for downside protection strategies.
For investors seeking momentum, Core Alternative ETF CCOR is probably on the radar. The fund just hit a 52-week high and is up 13.9% from its 52-week low price of $24.69/share.
CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 289 | $7,762.45 | $7,545.79 | -$216.66 | -2.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 219 | $6,623 | $5,697.37 | -$925.63 | -13.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 118 | $3,010 | $3,069.82 | $59.82 | 1.99% |
| ARCA Exchange | US Country |
The company operates as an investment fund focusing on generating income through dividends by investing primarily in U.S. equity securities. It seeks to attract investors interested in stable income generation with the potential for long-term capital growth. The fund emphasizes selecting high-quality companies demonstrating the ability to grow their earnings and consistently increase their dividends over time. Through strategic investment in these companies, the fund aims at delivering both current income through dividends and capital appreciation, providing investors with a dual benefit investment solution.
The cornerstone service of the fund involves investing in U.S. equity securities, particularly those offering current dividends. This includes a strategic mix of stocks from companies across various industries that are not only leaders in their respective fields but also have a proven track record of profitability and financial health. The objective is to ensure a steady stream of income through dividends while maintaining the potential for capital appreciation.
In alignment with its vision for capital growth, the fund specifically targets companies that have the potential for long-term total returns. This is achieved through a meticulous selection process that identifies companies with solid prospects for earning growth and a consistent policy of dividend increases. By focusing on these attributes, the fund aims to secure investments that promise enduring value and enhance the wealth of its investors over time.