Stock market stress got you down? Headlines point to continued questions and uncertainty surrounding everything from tech to debt to interest rates.
The tariff story comes and goes, but one thing remains clear: The Trump administration intends to continue pushing the topic. Tariff uncertainty has the potential to significantly impact portfolios, from the cost to firms' supply chains to consumer spending.
In a challenging market environment for growth, value strategies provide an attractive alternative and portfolio diversifier. The actively managed T.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,301 | $415,696.69 | $476,490.23 | $60,793.54 | 14.62% |
Landaas & Company Landaas & Co | 114,587 | $4.9M | $5.87M | $972,871.08 | 19.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 400 | $15,856 | $20,480 | $4,624 | 29.16% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 3,219 | $109,703.52 | $164,812.8 | $55,109.28 | 50.23% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 3,792 | $158,787.58 | $195,780.96 | $36,993.38 | 23.3% |
| ARCA Exchange | US Country |
This fund focuses on investing primarily in US-listed common stocks, particularly targeting large-capitalization companies that either have a consistent history of paying dividends or are considered to be undervalued. Adopting a "value" investment strategy, this fund endeavors to pick stocks that are not only priced below what the in-house research team deems their true market value but also have the potential for capital appreciation and increased dividend payouts. The attention to these stocks often revolves around those that might be temporarily out of favor in the market, providing an opportunity for investors to capitalize on the eventual market correction. The fund allocates at least 80% of its assets toward these investments, ensuring a significant commitment to this strategy, and may also invest in futures with similar economic characteristics as those of the selected stocks.
The fund invests primarily in large-capitalization stocks listed in the United States with a strong track record of dividend payments or that are perceived to be undervalued. These investments are geared toward companies that are believed to offer steady growth and stability due to their size and market presence.
An emphasis is placed on selecting stocks that not only have a history of paying dividends but also show the potential for future dividend growth. This approach appeals to investors seeking regular income from their investments alongside capital appreciation.
The fund employs a "value" investment strategy, targeting stocks that appear to be undervalued according to the fund's in-house research team. This method seeks to exploit market inefficiencies, focusing on companies that may be temporarily out of favor but have strong long-term prospects.
In addition to direct stock investments, the fund may allocate assets to futures contracts that exhibit similar economic characteristics to the targeted undervalued or dividend-paying stocks. This serves to diversify the investment strategy further while sticking to the fund's core investment philosophy.