| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RF Ryan Fink Treasure Coast Financial Planning | 21,472 | $752,829.81 | $916,424.96 | $163,595.15 | 21.73% |
| ARCA Exchange | US Country |
The fund mentioned focuses on investing at least 80% of its net assets in various financial instruments, including common stocks, depositary receipts, preferred shares, and real estate investment trusts. These investments are specifically tied to the performance of companies within emerging market countries. However, not all companies within these territories are eligible; only those that meet minimum political rights and civil liberties standards, as identified by Freedom House and classified as Electoral Democracies, are included in the fund's portfolio. This approach indicates a unique blend of investment strategy and ethical considerations, targeting growth through emerging markets while adhering to certain democratic and civil liberty standards. It is also important to note that the fund is described as non-diversified, meaning it may focus its investments more narrowly than a diversified fund, potentially increasing risk but also allowing for higher returns from those specific investments.
The fund offers a focused approach to investment in emerging markets with a particular emphasis on democracy and civil liberties. Here are the primary components of its investment strategy: