The U.S. consumer price index recorded an annual inflation rate of 2.7% in November.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,680 | $92,978.54 | $112,372.4 | $19,393.86 | 20.86% |
Keith Dubauskas One Plus One Wealth Management LLC | 89,103 | $2.82M | $3.73M | $918,972.24 | 32.64% |
| KC Kasey Cook Maripau Wealth Management LLC | 60,657 | $1.96M | $2.55M | $585,973.18 | 29.9% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 479,540 | $12.31M | $20.16M | $7.85M | 63.77% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 49,195 | $1.57M | $2.04M | $469,662.62 | 29.84% |
| BATS Exchange | US Country |
This ETF is a dynamic investment vehicle that stands out due to its unique blend of investing in both equity securities and equity-linked notes. By primarily focusing on large-cap companies, it leverages the stability and growth potential inherent in major corporations. The fund's active management approach allows it to adapt swiftly to market changes, aiming to optimize the investment return for its stakeholders. The use of equity-linked notes introduces an innovative layer to its investment strategy, offering potentially enhanced returns while managing risk through diversification.
This service involves investing in equity securities of large-cap companies, leveraging the growth potential of these well-established firms. The focus on large-cap stocks means the fund invests in companies with a proven track record of success, financial stability, and the potential for continued growth. This strategy seeks to ensure a solid foundation for the fund's portfolio, tapping into the resilience and upward trajectory that large-cap companies often exhibit.
The inclusion of equity-linked notes adds a nuanced hedging mechanism to the fund's investment approach. ELNs are financial instruments that allow the fund to gain exposure to equity markets while potentially enhancing returns through interest earnings linked to the performance of underlying securities. This strategy blends the growth potential of equities with the income-generating capabilities of debt instruments, aiming for a balanced risk-return profile that can adapt to various market conditions.