| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RF Ryan Fink Treasure Coast Financial Planning | 64,193 | $2.04M | $3.09M | $1.06M | 52.03% |
| ARCA Exchange | US Country |
The described company is a financial entity focused on investing in emerging market countries. Its core investment strategy revolves around allocating at least 80% of its net assets, in addition to any funds borrowed for investment purposes, into securities that are included within a specific index. This index notably aims to track the performance of companies in emerging markets which are identified as significantly contributing to human flourishing. The strategic approach of the fund is distinguishable by its commitment to investing in entities that not only show financial promise but also support the betterment of society. It is important to note that this fund is classified as non-diversified, meaning it may invest a larger portion of its assets in fewer securities, which could lead to higher risk and volatility compared to diversified funds.
The company offers a singular but significant investment product, detailed as follows:
This investment fund is dedicated to tracking the performance of an index composed of companies in emerging markets. These companies are selected based on their contributions to human flourishing, encompassing any actions or business practices that promote well-being and societal improvement. By channeling investments towards these entities, the fund aims not only to generate financial returns for its investors but also to foster positive impact in the communities where these companies operate. The unique focus of the fund on human flourishing within emerging markets differentiates it from traditional investment products, offering investors an opportunity to support sustainable development goals while seeking economic gains. As a non-diversified fund, it carries a higher risk, with the potential for significant returns or losses, reflective of the volatilities associated with emerging markets and concentrated investments.