Kingsbarn Tactical Bond ETF (KDRN)

Overview

The fund operates within the financial sector, focusing on delivering a diverse investment portfolio by primarily engaging in fixed-income and futures contract investments. Its core strategy involves investing in a combination of exchange-traded funds (ETFs) that concentrate on fixed-income investments, specifically those known as underlying bond funds. Additionally, the fund diversifies its investment approach by including futures contracts on 10-year U.S. Treasury notes in its portfolio. This investment methodology is designed to offer investors exposure to a broad range of fixed-income securities, catering to both U.S. and international markets, including emerging economies, across various maturities and durations. The fund's investment objective centers on capitalizing on the growth and income generation potential inherent in the fixed-income and futures markets, aiming to achieve a balanced and diversified investment outcome for its stakeholders.

Products and Services

• Exchange-Traded Funds (ETFs) Focusing on Fixed-Income Investments

  This product offers investors exposure to a wide range of fixed-income securities through a single investment. By investing in ETFs that specifically target underlying bond funds, the fund provides access to a diversified portfolio of U.S. and international fixed-income securities. This includes securities from emerging markets of any maturity or duration, catering to investors seeking to diversify their bond exposure or to take advantage of different global interest rate environments.

• Futures Contracts on 10-Year U.S. Treasury Notes

  As part of its diversified investment strategy, the fund also invests in futures contracts on 10-year U.S. Treasury notes. This allows the fund to gain exposure to U.S. government debt markets without the need to directly purchase the underlying securities. Investing in 10-Year Treasury Futures can provide a hedge against interest rate movements or serve as a speculative investment to capitalize on expected changes in interest rates. This product caters to investors looking to mitigate risk or to strategically position their portfolio in anticipation of shifts in the U.S. economy.