Motley Fool Global Opportunities Fund (TMFG)
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TMFG: High-Conviction Global Strategy With A High Fee And Mixed Results
TMFG is an actively managed ETF with a focus on "high-quality businesses" in the U.S. and overseas. At this point, it is overweight in U.S. equities, with exposure to developed (i.e., the UK, Canada, etc.), emerging, and frontier markets. TMFG was converted to an ETF in December 2021, and since then, its returns have been hardly convincing as it has underperformed VT, ACWI, and IVV.
Motley Fool Global Opportunities Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 641 | $20,563.28 | $20,085.73 | -$477.55 | -2.32% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 824 | $18,861.36 | $25,811.8 | $6,950.44 | 36.85% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,519 | $127,706.94 | $141,557.67 | $13,850.73 | 10.85% |
| DC Dominic Corabi Wedmont Private Capital | 36,508 | $1.17M | $1.15M | -$25,555.6 | -2.18% |
| BP Brett Pohl Kingdom Financial Group LLC | 874 | $26,371 | $27,482.23 | $1,111.23 | 4.21% |
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Motley Fool Global Opportunities Fund Profile
| BATS Exchange | US Country |
Overview
The fund is an actively-managed Exchange-Traded Fund (ETF) that strives to achieve its investment objective by adopting a quality growth investing approach. Focusing on a select portfolio of stocks, it targets high-quality U.S. companies as well as reputable firms globally. A hallmark of its strategy is the diverse geographical investment, mandating investments in at least three different countries, thereby leveraging international growth opportunities alongside U.S. market gains.
Products and Services
- Common Stocks of High-Quality U.S. Companies: The fund invests in a concentrated portfolio of common stocks from leading U.S. companies known for their quality, sustainability, and growth potential.
- Common Stocks and Depositary Receipts of Global Companies: Expanding its horizon, the fund also allocates investments in common stocks and depositary receipts of superior quality companies incorporated outside the United States. This not only diversifies the investment portfolio but also taps into the growth potential of international markets.
- Minimum International Exposure: In adherence to its global approach, the fund ensures a significant portion of its assets is invested internationally. Under normal circumstances, it commits at least 40% of its assets outside the U.S. This threshold is adjusted to a minimum of 30% in less favorable conditions, maintaining a balanced exposure to global markets vis-à-vis U.S. markets.
