| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Diane Collins Rovin Capital /UT/ /ADV | 6,625 | $238,230.93 | $317,470 | $79,239.07 | 33.26% |
| ARCA Exchange | US Country |
The fund mentioned is designed to offer investors focused exposure to the consumer discretionary sector, a segment of the economy comprising businesses that sell non-essential goods and services. These companies are generally more sensitive to the economy's health, flourishing when the economy grows and contracting during downturns. Managed by ProShare Advisors, the fund aims to provide daily investment results, before fees and expenses, that correspond to the daily performance of its target index. The index, a product of S&P Dow Jones Indices LLC, is crafted to represent the consumer discretionary sector within the broader S&P 500 Index. An essential aspect of this fund is its non-diversified nature, meaning it might invest more heavily in fewer securities, potentially increasing its risk and return profile compared to diversified funds.
Daily Target Investment Strategy: This strategy aims to match or exceed the daily performance of the fund's target index, leveraging financial instruments selected by ProShare Advisors. By focusing on daily returns, the fund seeks to offer investors a precise tool for investing in the broader consumer discretionary sector, making it suitable for those with specific market outlooks.
Non-Diversified Fund Structure: The non-diversified status of the fund allows for a potentially more concentrated investment in the consumer discretionary sector. This approach can lead to higher volatility and risk but also offers the possibility of higher returns. It's a strategy best suited for investors looking for sector-specific exposure and who are comfortable with the associated risk levels.
Consumer Discretionary Sector Focus: By investing in financial instruments that capture the performance of the consumer discretionary sector of the S&P 500 Index, the fund provides targeted exposure to a dynamic segment of the economy. The consumer discretionary sector includes companies involved in goods and services that consumers purchase on a non-essential basis, making it a unique indicator of economic health and consumer confidence.