Robert Half's high ROE, solid liquidity and shareholder return offer support, but fierce competition and limited long-term contracts add risks.
ROST, SUZ, BBVA, GL and AME offer high ROE and cash-rich profiles as investors navigate renewed Middle East tensions.
Key Takeaways: On a cumulative basis, ROE has returned 61.81% (market) and 61.74% (NAV) since inception (July 31, 2023) through April 30, 2026, outperforming the S&P 500 Equal Weight Index's 38.66% return over the same period by a factor of 1.60x. On a 1-year basis, ROE has returned 35.88% (market) and 35.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 127 | $4,499.61 | $5,278.75 | $779.14 | 17.32% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 681,726 | $24.15M | $28.44M | $4.28M | 17.74% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 212,635 | $6.09M | $8.84M | $2.75M | 45.17% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 47,241 | $1.12M | $1.97M | $853,996.7 | 76.35% |
Jeremy Baltz Raleigh Capital Management Inc. | 6,687 | $202,395.26 | $278,246.07 | $75,850.81 | 37.48% |
| NASDAQ (NMS) Exchange | US Country |
This actively managed exchange-traded fund (ETF) primarily focuses on investing in U.S. companies demonstrating strong quality characteristics, such as robust financial health, reliability, and potential for sustainability. The fund's approach targets entities featuring attractive valuations and the ability to pay dividends, aiming to provide investors with growth and income. The strategic direction and investment decisions are guided by the expertise of its sub-adviser, leveraging in-depth analysis and sector-specific insights to allocate assets effectively. By committing at least 80% of its net assets (plus any borrowings for investment purposes) towards common stocks, the fund positions itself to capture the value and opportunities present in the U.S. market across various sectors.
An exchange-traded fund that utilizes a hands-on approach to invest in U.S. common stocks, aiming for companies with strong fundamentals, attractive valuations, and dividend-paying potential. Unlike passive ETFs that track a specific index, this fund's active management strategy seeks to outperform benchmarks through careful selection and ongoing adjustment of portfolio holdings, based on the sub-adviser’s thorough market analysis and sector evaluations.