| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Daniel Guy Ethos Financial Group LLC | 11,601 | $896,519 | $1.02M | $126,109.15 | 14.07% |
| NASDAQ (NMS) Exchange | US Country |
The fund is a niche investment vehicle focusing on a specific segment of the U.S. equities market: smaller companies. It seeks to capitalize on the growth potential of these entities by maintaining a diverse portfolio predominantly composed of their stocks. In financial terms, "smaller companies" are those positioned within the bottom 20% of the total U.S. equity market capitalization spectrum, barring firms valued at under $10 million at the point of investment. This definition enumerates a strategic focus, ensuring a clear boundary for investment choices while excluding the smallest entities that might present higher risks due to their tiny market size.
This product offers investors access to a curated selection of equities from smaller companies, as defined by being in the lowest 20% of the total U.S. equity market capitalization, excluding those under $10 million. The diversification attempts to spread risk across different industries and companies, capitalizing on the potential for high capital appreciation that smaller companies often present.
The fund is not limited to any specific industry, which allows for a broad exploration of opportunities within the vast landscape of emerging businesses in the U.S. This openness to a wide array of sectors enables the fund to potentially uncover and invest in the next big success stories in the market, further boosting the growth potential of the investment portfolio.