Today, Measured Risk Portfolios unveiled the MRP SynthEquity ETF (SNTH). The actively managed fund looks to provide investors with access to capital appreciation over the long term.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 48,562 | $1.34M | $1.43M | $86,440.36 | 6.43% |
Timothy R. Guthrie Bullseye Investment Management LLC | 52,395 | $1.28M | $1.54M | $256,211.55 | 19.96% |
| EM Erin Mccann Simplicity Wealth LLC | 8,318 | $218,264.32 | $243,983.58 | $25,719.26 | 11.78% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 21,284 | $589,354 | $630,432.08 | $41,078.08 | 6.97% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 245,131 | $6.76M | $7.15M | $385,229.35 | 5.7% |
| ARCA Exchange | US Country |
The fund operates as an actively managed exchange-traded fund (ETF), aiming to fulfill its investment objective by employing a strategic blend of options, referred to as the “Options Strategy,” along with investments in U.S. Treasuries under the “Treasury Strategy.” The primary goal of the fund is to achieve capital appreciation through strategic investments in options contracts tied to the S&P 500 Index. This approach provides a synthetic method of holding positions in the index, allowing the fund to seek returns based on the performance of the market while hedging risks through its treasury investments. Notably, the fund maintains a non-diversified portfolio, concentrating its investments rather than spreading them across a wider range of assets.
This service involves actively trading options contracts on the S&P 500 Index to generate potential capital gain. By engaging in options trading, the fund can take advantage of market movements without directly owning the underlying assets, thereby allowing for greater flexibility and opportunity to amplify returns.
The treasury strategy focuses on investing in U.S. Treasuries, which are considered some of the safest investments available. This aspect of the fund serves as a means of risk management, providing stability and protecting the portfolio against volatility associated with equity markets.