Christian's

Распределение активов

Позиция	Категория/Сектор	Целевая доля
SNEX StoneX Group Inc.	Financial Services	6%
MFG Mizuho Financial Group, Inc.	Financial Services	6%
MAIN Main Street Capital Corporation	Financial Services	6%
RJF Raymond James Financial, Inc.	Financial Services	6%
DAX Global X DAX Germany ETF	Europe Equities	6%
AVGO Broadcom Inc.	Technology	6%
EWO iShares MSCI Austria ETF	Europe Equities	6%
EUFN iShares MSCI Europe Financials ETF	Financials Equities	6%
AVDV Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	6%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund	Gold, Precious Metals	6%
INOD Innodata Inc.	Technology	5%
HSCZ iShares Currency Hedged MSCI EAFE Small Cap ETF	Foreign Small & Mid Cap Equities	5%
LVHI Franklin International Low Volatility High Dividend Index ETF	Volatility Hedged Equity, Dividend	5%
SPMO Invesco S&P 500 Momentum ETF	Momentum, S&P 500	4%
ESPO VanEck Vectors Video Gaming and eSports ETF	Large Cap Growth Equities, Technology Equities, Gaming	4%
TRV The Travelers Companies, Inc.	Financial Services	2%
WMT Walmart Inc.	Consumer Defensive	2%
XLK State Street Technology Select Sector SPDR ETF	Technology Equities	2%
AIRR First Trust RBA American Industrial Renaissance ETF	Building & Construction	1.38%
PH Parker-Hannifin Corporation	Industrials	1.38%
HWM Howmet Aerospace Inc.	Industrials	1.38%
WEC WEC Energy Group, Inc.	Utilities	1.38%
ELP		1.38%
EZU iShares MSCI Eurozone ETF	Europe Equities	1.38%
WRB W. R. Berkley Corporation	Financial Services	1.38%
ATO Atmos Energy Corporation	Utilities	1.38%

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: ELP.