| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 452 | $10,066.04 | $11,064.96 | $998.92 | 9.92% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 35,188 | $831,259.83 | $867,384.2 | $36,124.37 | 4.35% |
| NASDAQ (NMS) Exchange | US Country |
The company offers an actively managed exchange-traded fund (ETF) focused on achieving a diversified investment strategy with the aim of limiting volatility and reducing correlation with the broader equity market performance. This strategy involves the allocation of assets across five major asset classes: equities, fixed income securities, real estate, currencies, and commodities. The fund's management team and sub-adviser aim to maintain a target drawdown of 7%, although this cannot be guaranteed. The objective is to provide investors with a more stable investment option that can potentially mitigate risks associated with market fluctuations.
Investments in various stocks across different sectors and geographies, aiming to capture growth and income through dividends and capital appreciation. This asset class is for investors seeking exposure to the stock market's potential for higher returns, despite its associated higher volatility.
Includes bonds and other debt instruments that provide regular income. These investments generally offer lower risk compared to equities and can help stabilize the portfolio during market downturns. Suitable for conservative investors looking for steady income and capital preservation.
An investment in real estate assets, potentially including REITs (Real Estate Investment Trusts), to capture growth through property appreciation and rental income. This diversifies the investment portfolio and can provide a hedge against inflation.
Investment in various currencies either directly or through derivatives, aiming to benefit from fluctuations in exchange rates. This is a more advanced investment strategy that can provide non-correlated returns to traditional stock and bond markets.
Includes investments in physical goods or commodities like gold, oil, or agricultural products. Commodities can serve as an inflation hedge and may perform well during periods when traditional investments are struggling.