In times like these, investors who want to move their cash off the sidelines may be pondering what to do. There are plenty of risk-managed options, one being a money market fund.
Small-cap investors can lock in more potential value by keeping tax alpha in consideration. Traditionally, small-cap strategies are often used to diversify a portfolio and provide more growth potential.
On Monday, July 1, Calamos Investments expanded its lineup of Structured Protection ETFs with the launch of a pair of funds. Secure Small-Cap Investing The Calamos Russell 2000 Structured Alt Protection ETF – July (CPRJ) gives investors access to small-cap equities within the Russell 2000.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 9,645 | $242,836.26 | $266,587.8 | $23,751.54 | 9.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,400 | $37,229.15 | $38,675 | $1,445.85 | 3.88% |
Matthew Liebman Amplius Wealth Advisors LLC | 26,500 | $675,485 | $732,460 | $56,975 | 8.43% |
| RBL Robert B. LaRue Owen LaRue LLC | 18,205 | $480,884.96 | $503,732.35 | $22,847.39 | 4.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,245 | $113,026.86 | $117,331.8 | $4,304.94 | 3.81% |
| ARCA Exchange | US Country |
Citigroup Inc. stands as a beacon in the diverse world of financial services, catering to an array of customers that span across consumers, corporate bodies, government entities, and institutions around the globe. With its inception dating back to 1812, the corporation has etched its headquarters in New York, New York, showcasing a legacy of financial prowess and innovation. Operating through five primary segments: Services, Markets, Banking, U.S. Personal Banking, and Wealth, Citigroup's expansive portfolio addresses a wide range of financial needs and services, ensuring coverage from basic banking demands to complex financial solutions for high-net-worth individuals.
Services Segment:
Markets Segment:
Banking Segment:
U.S. Personal Banking Segment:
Wealth Segment: