| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 742 | $21,754.99 | $28,285.04 | $6,530.05 | 30.02% |
| BP Brett Pohl Kingdom Financial Group LLC | 61 | $2,157 | $2,329.89 | $172.89 | 8.02% |
United Advisor Group LLC United Advisor Group, LLC | 6,280 | $184,880.85 | $238,451.6 | $53,570.75 | 28.98% |
Nicole Reese WPG Advisers LLC | 87 | $2,503 | $3,336.88 | $833.88 | 33.32% |
| ARCA Exchange | US Country |
The described company operates as an investment fund primarily focused on minimizing risks related to market volatility by investing in developed market companies outside of the United States. The fund's strategy is anchored in a commitment to invest a significant portion of its assets in companies that are expected to maintain low levels of volatility, aiming to provide a stable investment platform for its stakeholders. By diversifying its investments across multiple countries, the fund seeks to shield its investors from country-specific risks and capitalize on the growth potential of developed markets around the globe.
This service involves the allocation of at least 80% of the fund’s net assets in common stocks and depositary receipts. These are of companies located in developed markets outside of the United States, identified by the Sub-Advisor as exhibiting low future expected volatility. The strategy aims to ensure stable returns by focusing on less volatile markets.
The fund commits to investing in a minimum of three different countries, allocating at least 40% of its net assets to non-U.S. markets. This global diversification approach mitigates the risk associated with investments concentrated in a single country or region, leveraging opportunities in developed markets worldwide.