BETAPRO NASDAQ-100 -2X DAILY QQD Mutual Fund (QQD)

Overview

The fund outlined operates as an investment entity that commits a significant portion of its assets, specifically at least 80%, into equity securities. This investment strategy primarily encompasses buying Exchange-Traded Funds (ETFs) that are actively investing in companies featured on the NASDAQ-100 Index. The NASDAQ-100 Index is known for encompassing a broad spectrum of significant companies largely within the technology sector, thus providing investors exposure to some of the most dynamic and rapidly growing segments of the market. Furthermore, a notable aspect of the fund's strategy is the employment of a downside convexity option overlay, engaging up to twenty percent of its net assets. This advanced investment technique is designed to provide an additional layer of risk management through the strategic purchase of put options on the NASDAQ®-100 Index or related ETFs, aiming to mitigate potential downturns and enhance the overall investment profile of the fund.

Products and Services

• Equity Securities Investment

Primarily focusing on purchasing ETFs that target companies listed on the NASDAQ-100 Index, this approach allows the fund to gain exposure to a diverse portfolio of high-performance companies. By investing at least 80% of its net assets in such securities, the fund leverages the growth potential of these companies, which are typically leaders in technology and innovation.

• Downside Convexity Option Overlay

This specialized service, encompassing up to 20% of the fund's net assets, is oriented towards mitigating risk and protecting the investment from significant market downturns. By purchasing exchange-traded and over-the-counter put options on the NASDAQ®-100 Index or on specific ETFs that track this index or the broader equity market, the fund aims to achieve a beneficial balance between risk and return, ensuring a structured approach to managing market volatility.