| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Smart Wealth LLC Smart Wealth LLC | 137,533 | $3.56M | $3.64M | $83,496.35 | 2.35% |
| ARCA Exchange | US Country |
Tidal Trust I - SMART Small Cap ETF is a specialized exchange-traded fund established and managed by Tidal Investments LLC, known for its expertise in the financial markets. Co-managed by SMART Wealth, LLC, this ETF primarily focuses on investing in the public equity markets of the United States. The fund is strategically designed to invest in a diverse range of sectors, emphasizing both growth and value stocks associated with small-cap companies. By leveraging fundamental analysis, Tidal Trust I aims to create a meticulously curated investment portfolio that adapts to market changes and opportunities. Domiciled in the United States, the fund signifies a commitment to quality investment strategies in the small-cap space.
The Tidal Trust I - SMART Small Cap ETF functions as a dynamic investment vehicle that allows investors to trade shares on stock exchanges in a manner akin to stocks. ETFs offer flexibility, liquidity, and lower costs compared to traditional mutual funds, making them an accessible option for investors seeking exposure to small-cap equities.
This investment strategy involves comprehensive evaluation of a company’s financial health and intrinsic value through detailed analysis of financial statements, market conditions, and economic factors. Tidal Trust I uses this approach to identify undervalued small-cap stocks with strong growth potential, aiming to optimize returns for its investors.
The fund invests in a broad spectrum of sectors, ensuring that investors benefit from various market dynamics. By spreading risk across different industries, Tidal Trust I seeks to enhance portfolio resilience while tapping into the growth opportunities presented by small-cap companies across diverse fields.
Tidal Trust I balances its portfolio with both growth and value stocks. Growth stocks are characterized by their potential for above-average growth, while value stocks may be those that are undervalued by the market. This dual approach aims to capitalize on varying market conditions, providing investors with a comprehensive investment strategy.
The fund is co-managed by experienced professionals from both Tidal Investments LLC and SMART Wealth, LLC. Their expertise in investment strategy and market analysis ensures that the fund remains aligned with its mission of delivering strong performance while managing risk effectively.