2025-09-24 Value Pat

Распределение активов

Позиция	Категория/Сектор	Целевая доля
GLD SPDR Gold Shares	Gold, Precious Metals	7.50%
TLT iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	2.50%
PSLV Sprott Physical Silver Trust	Silver, Precious Metals	2.50%
CLIQ.DE Cliq Digital AG	Communication Services	2.50%
FF FutureFuel Corp.	Basic Materials	2.50%
GENL.L Genel Energy plc	Energy	2.50%
LULU Lululemon Athletica Inc.	Consumer Cyclical	2.50%
MED Medifast, Inc.	Consumer Cyclical	2.50%
PETS PetMed Express, Inc.	Healthcare	2.50%
TUSK Mammoth Energy Services, Inc.	Industrials	2.50%
UNH UnitedHealth Group Incorporated	Healthcare	2.50%
AOS A. O. Smith Corporation	Industrials	2.50%
IP International Paper Company	Consumer Cyclical	2.50%
NE Noble Corporation	Energy	2.50%
GIS General Mills, Inc.	Consumer Defensive	2.50%
RLGT Radiant Logistics, Inc.	Industrials	2.50%
CBRL Cracker Barrel Old Country Store, Inc.	Consumer Cyclical	2.50%
FXPO.L Ferrexpo plc	Basic Materials	2.50%
CMCX.L CMC Markets plc	Financial Services	2.50%
GATC.L GATTACA plc	Industrials	2.50%
ACX.DE bet-at-home.com AG	Consumer Cyclical	2.50%
SSL.TO		2.50%
BRK-B Berkshire Hathaway Inc.	Financial Services	2.50%
ACI Albertsons Companies, Inc.	Consumer Defensive	2.50%
UPS United Parcel Service, Inc.	Industrials	2.50%
URBN Urban Outfitters, Inc.	Consumer Cyclical	2.50%
ABR Arbor Realty Trust, Inc.	Real Estate	2.50%
ADM Archer-Daniels-Midland Company	Consumer Defensive	2.50%
ASO Academy Sports and Outdoors, Inc.	Consumer Cyclical	2.50%
BBY Best Buy Co., Inc.	Consumer Cyclical	2.50%
CL Colgate-Palmolive Company	Consumer Defensive	2.50%
CMSA CMS Energy Corporation		2.50%
DIS The Walt Disney Company	Communication Services	2.50%
KHC The Kraft Heinz Company	Consumer Defensive	2.50%
KR The Kroger Co.	Consumer Defensive	2.50%
NKE NIKE, Inc.	Consumer Cyclical	2.50%
SLM SLM Corporation	Financial Services	2.50%
VZ Verizon Communications Inc.	Communication Services	2.50%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Portfolio Optimizer

portfolio-optimization-cta-heading

portfolio-optimization-cta-description

Open Portfolio Optimizer

Этот портфель не может быть рассчитан, так как он содержит неизвестные символы. Вероятно, они были исключены из торгов или их нет в нашей базе данных: SSL.TO.