HCM Defender 100 Index does a nice job in up markets, but doesn't "defend" nearly as well as the ETF's name implies. Its track record includes several 20% drops, and a 40% decline, at a time when QQQ fell less. That's not defending. This is far from the only "hedged" approach in the ETF universe that sounds great but doesn't deliver consistently enough.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,195 | $369,548.53 | $437,133.27 | $67,584.74 | 18.29% |
| EM Erin Mccann Simplicity Wealth LLC | 37,753 | $2.53M | $3.14M | $607,516.39 | 24.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,773 | $1.88M | $2.33M | $448,811.68 | 23.9% |
Amna Ali Khan GDS Wealth Management | 4,309 | $300,897.47 | $361,115.74 | $60,218.27 | 20.01% |
| VL Victoria Latham Fiduciary Alliance LLC | 9,102 | $480,787.42 | $762,474.54 | $281,687.12 | 58.59% |
| ARCA Exchange | US Country |
The company in question operates within the financial services sector, with a sharp focus on investment funds. It aims to generate significant returns for its investors by primarily investing in a diversified portfolio of securities. At least 80% of its net assets, which include borrowings made for investment purposes but are exclusive of collateral held from securities lending, are allocated towards securities that are a part of its targeted index. This targeted index is designed with the objective of outperforming the Solactive US Technology 100 Index through the use of a proprietary methodology. This methodology likely involves a sophisticated analysis of market trends, technological innovations, and financial metrics to identify securities that have a high potential for growth and returns.
This product focuses on investing a significant portion of the company's assets into securities that are part of the index it seeks to outperform. This approach allows the fund to directly align its performance with the technology sector, taking advantage of growth opportunities within this dynamic industry. By targeting securities included in the index, the company leverages market movements and technological advancements to secure potential returns for its investors.
The company employs a unique and proprietary methodology to identify and invest in securities with the aim of outperforming the Solactive US Technology 100 Index. This methodology is likely based on a combination of quantitative analysis, market insights, and perhaps artificial intelligence or machine learning algorithms designed to predict market trends. Through this specialized approach, the company seeks to capitalize on inefficiencies in the market or overlooked opportunities within the technology sector, enhancing the fund's potential for high returns.