FFOG is an actively managed ETF with a maximalist growth strategy. Despite suffering sharp losses earlier this year, FFOG has outperformed QQQ, SCHG, and IVV year-to-date, thanks to its concentrated approach and high beta. Compared to QQQ and SCHG, FFOG has stronger growth and momentum characteristics, mainly driven by NVDA.
NVDA-heavy actively managed FFOG bets on racy growth stocks with decent quality. Since the conversion, it has done a fantastic job outperforming not only IVV but also QQQ, as well as a few growth-focused peers. FFOG has significantly stronger growth and quality characteristics than those of SCHG. It is also overweight in high-beta stocks.
Investment manager Franklin Templeton has marked eight years as an ETF issuer in the U.S. market. Primarily known as an active manager of mutual funds, the firm also offers active, quasi-active and passively managed strategies within the ETF wrapper.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 136 | $6,468.16 | $6,819.72 | $351.56 | 5.44% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 6,112 | $220,754.41 | $306,486.24 | $85,731.83 | 38.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,976 | $702,624.48 | $792,248.24 | $89,623.76 | 12.76% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 29 | $985 | $1,439.99 | $454.99 | 46.19% |
Chris Chatto Encompass More Asset Management | 5,472 | $206,787 | $266,158.08 | $59,371.08 | 28.71% |
| BATS Exchange | US Country |
The fund primarily focuses on investing in equity securities of companies that are identified by the investment manager to have significant growth prospects. In the process of selecting securities, the investment manager takes into account a variety of factors. These include, but are not limited to, historical and expected growth in revenues and earnings, an evaluation of the management's strength and quality, and the strategic position of a company within its industry. The core investments made by the fund are in common stock, emphasizing its pursuit of growth opportunities in the equity market. Given its investment approach, the fund is characterized as non-diverse, concentrating its investments in specific sectors or companies that meet its stringent criteria for growth potential.
This service involves the fund investing primarily in equity securities, such as common stock, of companies believed to have significant growth opportunities. The investment decisions are based on comprehensive analyses, including but not limited to the examination of historical and potential revenue and earnings growth, the assessment of management's effectiveness, and the evaluation of the company's strategic industry position.
As a non-diversified fund, this service focuses on investing in a narrower selection of investments. Instead of spreading investments across a wide range of companies, the fund focuses on a limited number of sectors or companies. This strategy aims to achieve higher growth by investing in companies that the investment manager believes have high growth potential, though it may also carry higher risks due to the lack of diversification.