Inspire Tactical Balanced ETF (RISN)
ARCA ARCA Primary Summary
RISN Chart
Inspire Tactical Balanced ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,059 | $82,251.54 | $95,318.44 | $13,066.9 | 15.89% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,006 | $402,835 | $436,146.84 | $33,311.84 | 8.27% |
 Alexandra Stickelman Root Financial Partners, LLC | 3,131 | $89,816 | $98,642.15 | $8,826.15 | 9.83% |
 Curtis Burkholder Bare Financial Services, Inc | 638 | $16,967.54 | $20,090.62 | $3,123.08 | 18.41% |
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Inspire Tactical Balanced ETF Profile
| ARCA Exchange | US Country |
Overview
The fund, characterized as an actively managed exchange-traded fund (ETF), leverages a sophisticated proprietary system of technical analysis to tactically navigate the turbulent waters of the U.S. stock market. The strategy at the heart of this fund's operations is designed to keenly observe and respond to the financial market's rhythms—specifically, the fluctuations within the U.S. large cap stock arena. By interpreting these market trends, the fund aims to capitalize on periods of upward momentum by investing in U.S. large cap stocks, and alternatively, to seek refuge in more stable investments when it detects a downturn. This approach highlights a dynamic allocation strategy, aiming to optimize asset positioning in response to market conditions, thus attempting to balance growth opportunities with risk management.
Products and Services
- U.S. Large Cap Stocks Allocation
- U.S. Treasury Bonds Allocation via ETFs
- Investment Grade and High-Yield Corporate Bonds
- Government Agency Bonds
- Listed Gold Exchange-Traded Products and Exchange-Traded Notes
During times the fund's proprietary technical analysis strategy identifies an uptrend in the U.S. large cap stock market, it strategically allocates assets to take advantage of the growth potential. This involves investing in a carefully selected portfolio of U.S. large cap stocks, aiming to generate returns that mirror the positive momentum of the market.
As a countermeasure to downtrends in the U.S. large cap stock market, the fund shifts its focus towards stability by investing in U.S. Treasury bonds. This is primarily achieved through third-party ETFs, providing a layer of diversification and risk mitigation during uncertain market phases.
The fund incorporates investment grade and high-yield corporate bonds into its portfolio as part of its strategy to navigate downtrends. This blend allows for an exposure to corporate debt that balances the potential for higher returns with the stability offered by higher credit quality bonds.
Another component of the fund's defensive strategy involves allocating assets to government agency bonds. These securities offer a reliable stream of income and a moderate level of protection against capital loss, contributing to the fund's overall risk management approach.
Including assets such as the SPDR Gold Shares (GLD) and other gold-related exchange-traded products (ETPs) and exchange-traded notes (ETNs), the fund seeks to leverage gold's traditional role as a safe haven. This move is particularly emphasized during times of stock market downtrend, aiming to preserve capital through the inherent stability of precious metals.
