DRUP selects a concentrated group of U.S. large-cap stocks with high gross margins and high R&D expenses. Its expense ratio is 0.60% and the ETF has $59 million in assets. Additional factors like patent value, sales growth, and increasing gross margins drive DRUP's selections, and I was able to verify it outperforms the Invesco QQQ ETF on most metrics. Performance has been disappointing but sourced mainly to 2020 and 2023, two unusual years. I expect better performance moving forward based on DRUP's solid combination of growth, quality, and value.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 82 | $4,518 | $5,197.16 | $679.16 | 15.03% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 3,340 | $182,817 | $211,505.5 | $28,688.5 | 15.69% |
| ARCA Exchange | US Country |
The fund is designed to tap into the potential of major U.S.-listed companies by focusing on those that exhibit a high degree of innovation and market disruption. With the underlying principle that companies pioneering significant changes in their respective fields are likely to outperform their peers, the fund dedicates at least 80% of its assets to securities that are included in a specialized index. This index, curated by Nasdaq Inc., aims to reflect the performance of large-cap entities that are at the forefront of their industries, making the fund an attractive option for investors looking to capitalize on disruptive market forces.
This product focuses on investing in large-cap U.S.-listed companies with high disruption scores. The aim is to provide investors with growth opportunities by capitalizing on companies that are leading innovation and market disruptions. By carefully selecting companies that meet specific criteria for disrupting their sectors, the fund seeks to invest in the future leaders of industry innovation, thus offering potential for significant returns to its investors.
The core of this service is tracking the performance of an index specially designed by Nasdaq Inc. This index screens and includes companies based on their capability to disrupt traditional business models through innovative practices and technologies. By investing mainly in the securities that form part of this index, the fund offers investors a structured approach to accessing the performance of some of the most innovative large-cap companies in the U.S. market, thereby aiming to mirror the index's performance while attempting to minimize risk.