| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 10,000 | $39,000 | $65,300 | $26,300 | 67.44% |
Steven Trigili Garden State Investment Advisory Services LLC | 278,148 | $1.08M | $1.89M | $806,629.2 | 74.36% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 100 | $596 | $524 | -$72 | -12.08% |
VestGen Advisors LLC VestGen Advisors LLC | 10,000 | $39,000 | $68,000 | $29,000 | 74.36% |
| NASDAQ (NMS) Exchange | US Country |
The Fund is designed to provide investors with a means to achieve daily investment results that are two times (200%) the daily percentage change of ServiceNow Inc’s common stock listed on NASDAQ under the ticker symbol NOW. It is important to note that the Fund's objective is oriented solely towards daily performance, and there are no guarantees that it will consistently meet its stated goal. Investors are advised that the Fund should not be expected to provide a return that is 2 times the cumulative return of ServiceNow Inc's stock over periods extending beyond a single day.
This product aims to offer an amplified return on the daily performance of ServiceNow Inc's stock. By targeting 200% of the stock’s daily percentage change, it is structured for investors looking to capitalize on short-term movements in the market. However, it embodies higher risk due to potential volatility and should be approached with caution.
Investors are provided with tools and metrics to track the daily performance of the Fund relative to ServiceNow’s stock. This service is crucial for understanding the effectiveness of their investments and for making informed decisions about maintaining or altering their investment strategy.
The Fund incorporates several risk management strategies aimed at educating investors about the potential risks associated with leveraged investments. This service is designed to offer insights that can help mitigate risks while maximizing potential returns.
Regular reports are provided to investors, offering a detailed analysis of market trends related to ServiceNow Inc and its stock performance. These insights guide investors in understanding the broader market context and making well-informed investment choices.
This includes a range of educational materials and resources designed to help investors understand leveraged funds, including their function, benefits, and risks involved. Knowledge resources empower investors to make decisions that align with their financial goals.