| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 631 | $15,446.88 | $16,260.87 | $813.99 | 5.27% |
| BATS Exchange | US Country |
The fund is structured to track the performance of the iShares MSCI EAFE ETF (EFA) in a way that aims to enhance returns in favorable market conditions while mitigating risks in downturns. By strategically seeking to provide returns that exceed the spread in positive market environments, the fund caters to investors looking for growth opportunities in emerging and developed markets outside the United States and Canada. Moreover, it incorporates a protective measure by leveling out losses up to the first 15% of the underlying ETF, thus offering a buffer for investors. This dual approach targets optimized returns and enhanced security, solidifying the fund's position as a strategic option for those aiming for steady performance amidst market volatility.
This fund primarily invests in the iShares MSCI EAFE ETF (EFA), seeking to replicate returns that surpass the spread during periods of positive market performance. The strategy is designed to capitalize on market growth while aiming to reduce exposure to significant losses.
Incorporating a protective mechanism, this service aims to shield investors from the initial 15% losses of the underlying ETF. This risk management feature helps ensure that investors have a safety net, combining growth potential with protective strategies.
The fund continuously monitors the performance of the iShares MSCI EAFE ETF to provide timely and relevant insights. This allows investors to stay informed and adapt their strategies according to changing market conditions.
This fund operates under a clearly defined outcome-oriented strategy that emphasizes the conclusion of the outcome period, focusing on maximizing returns according to the fund’s specific investment goals. This approach ensures a structured framework for investment performance evaluation.
Managed by a team of investment professionals, the fund leverages extensive market knowledge and analytical skills aimed at delivering superior performance. This expertise is crucial for navigating complex markets and optimizing investment strategies for clients.