| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,803 | $399,407 | $414,025.92 | $14,618.92 | 3.66% |
| BATS Exchange | US Country |
The fund is designed to strategically allocate a significant portion of its net assets towards investments focused on the company NVDA. Specifically, it commits to investing at least 80% of its net assets, including any borrowed funds for investment purposes, in shares of NVDA or related investments that offer exposure to NVDA's market performance. Additionally, it may include income-generating investments within this framework. As a non-diversified fund, it concentrates its investment efforts, which may enhance both the potential rewards and risks associated with its strategy.
The primary focus of the fund is to invest directly in shares of NVDA, providing investors with growth potential aligned with the performance of NVDA stock. By concentrating its investment strategy on NVDA, the fund aims to capitalize on the company's market position and innovations.
The fund may also include other assets that provide indirect exposure to NVDA, such as derivatives or exchange-traded funds (ETFs) that track NVDA's performance. This approach allows investors to benefit from movements in NVDA's stock price without holding the stock directly.
In addition to equity and indirect investments, the fund may invest in income-generating securities related to NVDA. These could include bonds, preferred shares, or other financial instruments that yield income, offering a layer of financial stability and return potential amidst fluctuations in the stock market.