Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO)
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ROMO Chart
Strategy Shares Newfound/ReSolve Robust Momentum ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KVD Kurt Van Dyken Lifeworks Advisors LLC | 10,410 | $327,394.5 | $339,990.6 | $12,596.1 | 3.85% |
| WB William Bromley Innova Wealth Partners | 37,583 | $1.19M | $1.23M | $39,484.2 | 3.32% |
Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) FAQ
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Strategy Shares Newfound/ReSolve Robust Momentum ETF Profile
| BATS Exchange | US Country |
Overview
The company focuses on providing an investment vehicle that aims at mirroring the performance of the Newfound/ReSolve Robust Equity Momentum Index through a passive management approach. This approach is particularly tailored for investors who are looking to invest in a mix of broad U.S. equity, international equity, and emerging market equities when these equities are showing stronger momentum compared to U.S. Treasury market indices. By employing a quantitative, rules-based methodology, the fund strives to optimize returns for investors by adjusting its exposure to various equity markets based on their current momentum, reducing the need for active management decisions.
Products and Services
- Passive Investment Fund
The cornerstone of the company’s offerings is its passive investment fund designed to follow the performance of the Newfound/ReSolve Robust Equity Momentum Index. This fund minimizes management intervention by relying on a predefined set of rules for investment, aimed at capturing the momentum in broad market indices across the U.S., international, and emerging markets.
- Exposure to Broad Equity Markets
Investors gain access to a diversified portfolio that includes a mix of broad U.S. equity, international equity, and emerging market equities. The fund's unique strategy of shifting its investment focus based on positive momentum relative to U.S. Treasury market indices seeks to align with evolving market conditions, offering a dynamic investment option.
- Momentum-Based Investment Strategy
The fund utilizes a quantitative, rules-based methodology to measure the momentum of various equity indices. By prioritizing investments in indices that show positive momentum, the fund aims to offer higher potential returns compared to traditional, static investment strategies. This approach is particularly suitable for investors seeking a method that adapts to market changes.
