STF Tactical Growth ETF (TUG)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
TUG Chart
TUG: Promising Methodology, Weak Performance So Far
TUG's active, risk-on/risk-off strategy aims for risk-adjusted growth but has underperformed in both bull and bear markets so far. The ETF's current portfolio is heavily concentrated in equities, mirroring the NDX, and lacks meaningful Treasury allocation despite market signals. Performance data shows TUG fails to effectively manage drawdowns or outperform major indices, undermining its core investment thesis.
TUG: This Market Timing ETF Still Has To Prove Itself
STF Tactical Growth ETF allocates assets across Nasdaq 100 stocks, treasuries, and cash based on a market-timing model. The strategy looks better than random, as it beats several tactical multi-asset funds and shows a lower volatility than the Nasdaq 100. However, STF Tactical Growth ETF was unable to anticipate this summer's 14% drawdown in the Nasdaq 100.
STF Tactical Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AH Amanda Hawley Atria Wealth Solutions Inc. | 7,216 | $227,528.96 | $333,595.68 | $106,066.72 | 46.62% |
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STF Tactical Growth ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund presented is an actively managed Exchange-Traded Fund (ETF) that aims to pursue its investment objectives by diversifying its investments across various asset classes. This diversification strategy includes allocations in U.S. equity securities or ETFs replicating the Nasdaq-100® Index, long-duration U.S. Treasury securities, and short-term U.S. Treasury bills, alongside money market funds, cash, or cash equivalents. The fund is characterized by its non-diversified status, meaning it may invest a larger portion of its assets in fewer securities, potentially increasing volatility and risk.
Products and Services
- Equity Index Allocation
This component of the fund focuses on investing in U.S. equity securities or ETFs designed to mimic the performance of the Nasdaq-100® Index. The objective is to gain exposure to 100 of the largest non-financial companies listed on the Nasdaq stock market, embodying sectors like technology, retail, biotechnology, and telecommunications. This allocation aims to leverage the growth and performance of these leading companies.
- Fixed Income Allocation
As part of its investment strategy, the fund allocates assets to long-duration U.S. Treasury securities directly or through ETFs. These investments provide a fixed income component to the portfolio, offering potential risk reduction and income generation. Long-duration Treasury securities are generally considered less risky compared to equities and are used to balance the portfolio's risk-return profile, especially during volatile market conditions.
- Cash Equivalents
The fund also invests in short-term U.S. Treasury bills, money market funds, cash, or cash equivalents. This allocation is designed to provide liquidity and preserve capital in the fund's portfolio. Investments in cash equivalents allow for quick response to market opportunities or the need to cover redemptions while reducing exposure to market volatility and downturns.
