| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 5,739 | $373,202.68 | $487,413.27 | $114,210.59 | 30.6% |
| NASDAQ Exchange | US Country |
The fund is an investment entity focusing on capital growth through investments primarily in common stocks. It stands out for its strategy to invest, not only within the United States but also allocating up to a quarter of its assets in international markets, demonstrating a blend of domestic and global investment approach. The fund operates under a meticulous investment advisory system, utilizing a distinctive management style that divides the fund's portfolio into segments. Each segment is overseen by individual portfolio managers, embodying a multi-manager approach aimed at optimizing investment performance by leveraging varied expertise and perspectives.
This service focuses on investing in common stocks of companies that show potential for significant growth of capital. The fund seeks to identify and invest in high-growth opportunities, tapping into the potential of companies across various sectors for substantial returns on investment.
Understanding the value of diversification, the fund dedicates up to 25% of its assets to invest in securities of issuers located outside the United States. This service opens the door to a broader range of investment opportunities, allowing the fund to take advantage of global market trends and international growth potentials.
The fund employs a multi-manager approach, dividing its portfolio into several segments with each managed by individual portfolio managers. This structure is designed to benefit from the specialized skills and market insights of various experts, aiming to enhance the performance and risk management of the fund's investments.