| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 33,287 | $828,988.86 | $842,726.98 | $13,738.12 | 1.66% |
Brian Distler Lakeridge Wealth Management LLC | 66,571 | $1.65M | $1.69M | $40,819.66 | 2.47% |
| NASDAQ (NMS) Exchange | US Country |
The City Different Investments Global Equity ETF is a specialized financial product designed for investors seeking to gain exposure to a curated selection of U.S.-listed companies with a minimum market capitalization of $500 million. This exchange-traded fund emphasizes a focused investment strategy by concentrating its portfolio on 20 to 30 stocks, which allows for impactful diversification across different sectors and industries. By selecting stocks based on rigorous value assessments and potential for growth, the fund aims to provide a pathway to success for its investors.
The core offering of The City Different Investments is the Global Equity ETF, which enables investors to access a concentrated portfolio of high-potential U.S.-listed companies. This investment vehicle prioritizes stocks with robust fundamentals and a strong market presence, ensuring that clients can partake in the growth of well-positioned companies on a global scale.
With a carefully selected portfolio of 20-30 holdings, the ETF employs a strategy that allows for significant diversification while remaining concentrated enough to maintain a sharp focus on individual stock performance. This balance enables investors to mitigate risks while still capturing significant upside potential in their investments.
The investment strategy is grounded in a value-centric approach, targeting companies that exhibit strong fundamentals and are valued at attractive price points. By implementing this criterion, The City Different Investments aims to purchase stocks that offer the best potential relative to their intrinsic value, ultimately aligning with the goal of achieving superior long-term returns for its investors.
The fund is built on a well-defined path to success for stock selection, utilizing extensive research and analytical methods to identify companies with sustainable competitive advantages. This framework is designed to uncover investments that are well-positioned to thrive in various market conditions, thereby enhancing the prospects for investors.
The management of the ETF incorporates ongoing monitoring and assessment of the selected holdings to ensure alignment with the overarching investment philosophy. This active management approach is pivotal in responding to market fluctuations, ensuring that the portfolio remains in optimal condition to deliver on the fund's performance objectives.