| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,626 | $318,730 | $318,304.77 | -$425.23 | -0.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 480 | $9,628.8 | $9,177.36 | -$451.44 | -4.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 537 | $10,954.8 | $10,205.68 | -$749.12 | -6.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,930 | $347,843.33 | $340,759.65 | -$7,083.68 | -2.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,984 | $341,378.59 | $322,780.91 | -$18,597.68 | -5.45% |
| ARCA Exchange | US Country |
The described company operates within the financial sector, offering a unique investment instrument based on a comprehensive, rules-based methodology. This methodology dictates the shifting of investments among high yield corporate bonds and treasury bonds, predominantly denominated by S&P U.S. indexes, based on the analysis of a "Risk Ratio". The strategy aims to adapt to market conditions by selecting one of three distinct positions that blend different proportions of the S&P U.S. High Yield Corporate Bond Index and the S&P U.S. Treasury Bond 7-10 Year Index. Essentially, the company’s approach is designed to dynamically adjust exposure in a portfolio with the aim of optimizing return for a given level of risk, focusing on the United States bond market. This shows a dedication to providing investors with a systematized strategy for bond investing, leveraging sophisticated analysis to dictate portfolio adjustments in accordance with economic trends. By maintaining at least 80% of its assets in the indices' securities, the fund assures a high level of fidelity to its benchmark indices, offering a transparent and rule-based investment process.
This offering is centered on investing in the S&P U.S. High Yield Corporate Bond Index. It is designed for investors looking for higher returns that come with higher risk compared to investment-grade bonds. This position aims to capitalize on the upward trends in the corporate bond market, offering potential for significant income.
This product splits investments evenly between the S&P U.S. High Yield Corporate Bond Index and the S&P U.S. Treasury Bond 7-10 Year Index. It caters to investors seeking a balance between the higher returns of high yield bonds and the stability of treasury bonds. This blend aims to reduce risk through diversification, providing a more stable investment option during periods of volatility.
Focusing exclusively on the S&P U.S. Treasury Bond 7-10 Year Index, this position offers investors a conservative investment option. It is intended for periods when the market's risk is deemed too high, providing a safe haven that helps preserve capital. By investing 100% in treasury bonds, this option appeals to risk-averse investors, especially during economic downturns where preserving capital becomes paramount.