I rate DGT a buy due to strong technical momentum, attractive valuation, and a record-high weekly close despite recent volatility. DGT offers a balanced global allocation with a modified equal-weight approach, solid dividend yield, and low P/E, making it compelling for income and value investors. While the 0.50% expense ratio is higher than some peers and large-cap dominance may limit outperformance, the fund's risk metrics and performance remain robust.
DGT: An Underrated Global Equity Fund
DGT: Federal Reserve's Eventual Rate Cut Should Act As A Catalyst
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 630 | $68,972.73 | $116,331.45 | $47,358.72 | 68.66% |
| KRB Kyle R. Bubeck Systelligence LLC | 79,315 | $12.08M | $14.61M | $2.52M | 20.9% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 982 | $143,389.9 | $181,719.1 | $38,329.2 | 26.73% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,456 | $219,331.84 | $268,602.88 | $49,271.04 | 22.46% |
| CF Cheryl Fluker Members Advisory Group LLC | 80,007 | $12.32M | $14.79M | $2.47M | 20.01% |
| ARCA Exchange | US Country |
The investment fund is primarily focused on replicating the performance of a specific index made up of 150 global companies. By committing at least 80% of its assets to the securities that constitute the index, it strives to maintain a portfolio that mirrors the risk and return profile of the index. This approach underlines the fund's aim to ensure that its investors can benefit from the diversified performance of these select companies, reflecting a broad range of sectors and geographies.
The fund offers an investment product that is designed to track the performance of a pre-defined index of 150 companies worldwide. This is achieved through two main strategies: