NASDAQ 7 Handl Index ETF (HNDL)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
HNDL Chart
HNDL: Tactical ETF With 7% Yield, High Fee And Weak Performance
Strategy Shares Nasdaq 7 Handl Index ETF is a multi-asset fund of funds with a 1.3 leverage factor targeting a yield of 7%. HNDL portfolio is split into a static 30/70 equity-bond allocation and a momentum-based dynamic allocation in high-yield assets. HNDL has underperformed a simple 50% equity - 50% bond benchmark and at least two multi-asset tactical ETFs with lower fees.
NASDAQ 7 Handl Index ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 35,095 | $801,650 | $797,358.4 | -$4,291.6 | -0.54% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 40,896 | $847,848.48 | $927,521.28 | $79,672.8 | 9.4% |
 Jeff Ameen Spire Wealth Management | 9,036 | $177,247.65 | $203,029.88 | $25,782.23 | 14.55% |
 Richard Slavik Newbridge Financial Services Group Inc. | 106,418 | $2.29M | $2.43M | $139,474.48 | 6.1% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6,422 | $130,126.21 | $144,295.92 | $14,169.71 | 10.89% |
NASDAQ 7 Handl Index ETF (HNDL) FAQ
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NASDAQ 7 Handl Index ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund described invests primarily in securities that are part of the NASDAQ 7 HANDL™ Index. The strategy focuses on a diversified mix of assets, aiming to balance between steady income and growth potential through a combination of fixed income, equity ETFs, and ETFs across 12 other asset categories. This allocation strategy, dividing the fund's portfolio evenly between a Core Portfolio and an Explore Portfolio, is designed to leverage both traditional and alternative investment opportunities to achieve its financial objectives.
Products and Services
- Core Portfolio
- Comprises 50% of the fund's total assets, focusing on investments in fixed income and equity ETFs. This part of the portfolio is aimed at providing a stable foundation, leveraging traditional investment avenues to ensure steady income and reduced volatility.
- Explore Portfolio
- Also making up 50% of the fund's assets, this component diversifies into ETFs across 12 distinct asset categories. The Explore Portfolio is designed for growth and exploration beyond traditional markets, targeting opportunities across a broader array of sectors and asset classes to capitalize on market trends and innovations.
