| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 501 | $18,191.31 | $33,050.97 | $14,859.66 | 81.69% |
| DN Daniel Newman Noble Wealth Management PBC | 2,000 | $131,103 | $128,920 | -$2,183 | -1.67% |
| NASDAQ (NMS) Exchange | US Country |
The given company is focused on investment strategies, prominently featuring a fund that dedicates at least 90% of its net assets, including investment borrowings, to the securities within a specific index. This index is designed to pick stocks from the NASDAQ Developed Markets Ex-US Index, aiming to generate positive alpha or risk-adjusted returns. The unique aspect of this strategy is the use of the AlphaDEX® selection methodology, which is crafted to outperform traditional indices by choosing stocks that have the potential to offer higher than market average returns adjusted for risk.
The company mainly provides investment services through the following product:
This investment vehicle seeks to surpass the performance of traditional market indices by investing in stocks picked from the NASDAQ Developed Markets Ex-US Index. The selection is based on the proprietary AlphaDEX® methodology, which aims for high risk-adjusted returns. This approach allows the fund to potentially generate better returns for investors by focusing on stocks that exhibit the likelihood of outperforming the broader market, based on a variety of financial indicators and models.