| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Herman Apollon Financial, LLC | 141,656 | $4.98M | $4.93M | -$49,455.85 | -0.99% |
| BATS Exchange | US Country |
The provided company description outlines an entity focused on investment management, specifically within the realm of fixed-income securities. By dedicating at least 80% of its net assets (including borrowed amounts for investment purposes) to this class, it aims to present a portfolio primarily composed of investment-grade fixed income securities. This strategic approach is designed to cater to investors seeking returns from bonds and other fixed-income instruments. The mention of investing in securities from both U.S. and foreign issuers indicates a global investment perspective, allowing for diversification beyond geographic boundaries.
A core offering of the fund, these are bonds and other debt instruments that are rated by credit rating agencies as being at lower risk of default. Investing primarily in these securities underpins the fund’s strategy, aiming to provide a stable and relatively safe investment return.
Including securities and other instruments issued by both U.S. and international entities, this service allows investors to benefit from global market dynamics and diversify their portfolios beyond domestic offerings. Such investments may involve additional risks related to foreign exchange, political, and economic factors.