Gadsden Dynamic Multi-Asset Portfolio (GDMA)
BATS BATS Primary Summary
GDMA Chart
GDMA: High-Turnover Tactical ETF
Gadsden Dynamic Multi-Asset ETF is an actively managed fund focused on total return via tactical asset allocation with high turnover (661%). GDMA currently has 70% of its assets in ETFs holding or emulating short-term debt securities. GDMA delivers strong risk-adjusted performance compared to key competitors over the past six years.
Gadsden Dynamic Multi-Asset Portfolio Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Daniel Guy Ethos Financial Group LLC | 21,764 | $839,001.88 | $909,082.28 | $70,080.4 | 8.35% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 312 | $10,339.77 | $12,673.44 | $2,333.67 | 22.57% |
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Gadsden Dynamic Multi-Asset Portfolio Profile
| BATS Exchange | US Country |
Overview
The fund is an actively-managed Exchange-Traded Fund (ETF) with a strategic focus on diversification and optimal risk-return balance. It aims to achieve its investment objectives by meticulously investing in a broad range of asset classes carefully selected by its portfolio managers. These asset classes typically include, but are not limited to, U.S. equities, foreign securities, currencies, bonds, and Real Estate Investment Trusts (REITs). This approach allows the fund to potentially capitalize on the most promising investment opportunities worldwide. The fund's flexible investment strategy enables it to dynamically adjust its exposure to various asset classes, potentially having significant exposure to a single asset class at times, based on the prevailing market conditions and the portfolio managers’ analysis of risk/return potentials.
Products and Services
- U.S. Equities
- Foreign Securities
- Currencies
- Bonds
- REITs
Investments in the equity securities of U.S. companies, providing investors with exposure to the growth potential of American corporations across various industries. This asset class is a foundational component of the fund’s portfolio, chosen for its offering of both growth and value opportunities in the world’s largest economy.
The fund diversifies its investment by incorporating foreign securities, which includes stocks and bonds from markets outside the United States. This allows investors to benefit from global growth prospects and reduces the portfolio’s vulnerability to domestic market volatilities.
Investing in currencies involves strategies designed to profit from fluctuations in currency exchange rates. This asset class adds a layer of diversification, as it often exhibits a low correlation with stock and bond markets. It also offers potential for profit in both rising and falling market scenarios.
Bonds, including government and corporate issues, provide a steady income stream to the fund while helping to reduce overall portfolio risk. They are a critical component of the fund’s strategy to balance return and risk, offering a more predictable form of investment compared to more volatile asset classes.
Real Estate Investment Trusts (REITs) offer the fund a way to invest in real estate without having to buy or manage the property. This asset class can provide high dividend yields and the potential for capital appreciation, contributing to the fund’s income and growth objectives.
