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| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 344 | $16,173.6 | $16,088.88 | -$84.72 | -0.52% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 17,234 | $809,537.44 | $806,206.52 | -$3,330.92 | -0.41% |
Jeff Ameen Spire Wealth Management | 348 | $16,273.08 | $16,241.16 | -$31.92 | -0.2% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,115 | $336,765.15 | $333,480.05 | -$3,285.1 | -0.98% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 47,526 | $2.18M | $2.22M | $41,562.06 | 1.91% |
| ARCA Exchange | US Country |
The company is a financial entity whose primary investment strategy focuses on capitalizing on the corporate bond market. By allocating at least 80% of its assets into investment-grade corporate bonds and other corporate debt securities, the company aims to provide its clients with stable and potentially profitable investment opportunities. In addition to direct bond investments, the entity similarly engages in repurchase agreements for those securities, thereby diversifying its investment approaches and strategies to manage risk and enhance returns. This meticulous selection process ensures that the company's portfolio remains robust, characterized by high-quality investments that promise both safety and growth.
These bonds represent the bulk of the company's investments, focusing on debt securities issued by corporations with a high credit rating. Investment into these bonds is aimed at deriving steady interest income while preserving capital, thus suitable for investors looking for lower-risk investment options.
Alongside traditional corporate bonds, the company diversifies its holdings by investing in a variety of other corporate debt instruments. This may include but is not limited to, debentures, notes, and commercial paper. The intention behind these investments is to explore additional avenues of potential profit while maintaining a balanced risk profile.
The firm further expands its investment portfolio through engaging in repurchase agreements for the securities it holds. These short-term investment arrangements allow the company to lend out its securities in exchange for cash, with an agreement to repurchase the securities at a later date. This strategy not only provides liquidity but also offers an opportunity to earn interest, thereby enhancing overall investment gains.