Strategies
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Buybacks | PKW | 0.57% | 3.63% | 6.47% | 24.68% | 17.21% | 104.88 105.43 | 81.93 108.33 | |
Buy-Write | PBP | -0.63% | 0.14% | 1.98% | 2.19% | 1.24% | 22.08 22.19 | 20.63 22.80 | |
Closed-End Funds | CEFS | 0.67% | 7.45% | 10.23% | 16.23% | -0.95% | 20.70 20.93 | 16.54 20.93 | |
Wide Moat | MOAT | 0.00% | 6.50% | 5.55% | 20.23% | 22.96% | 89.37 89.72 | 70.56 90.14 | |
Equal Weight Sectors | EQL | 0.17% | 5.47% | 8.58% | 19.72% | 19.75% | 118.61 118.93 | 95.90 119.15 | |
Hedge Multi-Strategy | QAI | 0.10% | 2.11% | 2.99% | 5.59% | -2.65% | 30.96 31.00 | 29.06 31.35 | |
Merger Arbitrage | MNA | -0.29% | 1.10% | -0.96% | -0.42% | -6.60% | 31.10 31.20 | 30.36 32.02 | |
Spin-Offs | CSD | -0.33% | 7.53% | 12.55% | 32.32% | 11.33% | 72.59 72.59 | 52.14 73.54 | |
Strong Buy Rated Stocks | UPGD | -0.23% | - | 7.71% | 22.45% | 10.22% | 66.41 66.55 | 51.59 66.83 | |
Technicals: Developed Markets | PIZ | -0.09% | 6.50% | 10.45% | 16.93% | -1.49% | 35.01 35.17 | 27.16 35.45 | |
Technicals: Emerging Markets | PIE | 0.83% | 4.93% | 11.99% | 20.33% | -5.56% | 22.00 22.11 | 17.35 22.11 | |
U.S. IPOs | FPX | -0.05% | 6.40% | 8.15% | 27.52% | -8.95% | 103.36 104.18 | 75.74 107.42 | |
High Beta | SPHB | -0.06% | 5.19% | 3.02% | 26.25% | 11.52% | 84.56 85.22 | 63.15 88.09 | |
Low Volatility | SPLV | 0.23% | 5.25% | 5.54% | 5.86% | 8.11% | 65.79 66.13 | 57.17 66.13 | |
High Quality | SPHQ | -0.02% | 5.16% | 13.15% | 28.23% | 33.57% | 60.93 61.24 | 47.00 61.54 | |
International Buybacks | IPKW | 0.49% | 7.00% | 10.74% | 21.13% | -7.60% | 41.20 41.47 | 32.79 41.47 | |
Guru Picks | GURU | -0.49% | 6.32% | 7.32% | 24.73% | -7.07% | 43.33 43.44 | 33.72 43.89 | |
Hedged Equity | PHDG | -0.08% | 2.94% | 6.43% | 11.65% | 2.07% | 36.35 36.48 | 30.81 36.92 |
Alternative Asset Classes
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Hedge Multi-Strategy | QAI | 0.10% | 2.11% | 2.99% | 5.59% | -2.65% | 30.96 31.00 | 29.06 31.35 | |
Int. Hedged Equity | HEDJ | 0.19% | 3.35% | 12.23% | 16.92% | 27.21% | 47.92 48.14 | 37.38 48.75 | |
Volatility - short term | VXX | -1.30% | -23.91% | -26.80% | -68.76% | -92.88% | 11.34 11.55 | 11.34 38.33 | |
Volatility - mid-term | VXZ | -0.98% | -15.26% | -16.72% | -46.24% | -57.72% | 12.03 12.19 | 12.03 22.66 |
Mixed Fundamentals
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Developed Markets ex-U.S. | PXF | 0.57% | 6.81% | 7.88% | 13.85% | 4.62% | 50.97 51.25 | 41.50 51.25 | |
Developed Markets ex-U.S., small & mid caps | PDN | 0.36% | 6.41% | 3.59% | 7.09% | -11.90% | 33.51 33.65 | 27.68 33.74 | |
Emerging Markets | PXH | 0.85% | 12.67% | 12.20% | 15.53% | -6.34% | 21.31 21.48 | 17.12 21.48 | |
U.S. 1000 | PRF | 0.29% | 5.84% | 9.60% | 23.60% | 19.17% | 38.43 38.58 | 30.29 38.60 | |
U.S. 1500 Small & Mid Caps | PRFZ | 0.10% | 9.26% | 5.44% | 23.35% | 8.43% | 39.39 39.58 | 30.29 39.82 |
Environmental, Social & Corporate Governance (ESG)
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Social | DSI | 0.01% | 5.58% | 10.90% | 28.31% | 26.83% | 100.53 101.06 | 77.39 101.38 | |
ESG - U.S. | SUSL | -0.09% | 5.51% | 11.58% | 30.28% | 30.10% | 93.87 94.25 | 71.22 94.61 | |
ESG - Global | ESGG | 0.08% | 5.39% | 9.98% | 21.19% | 20.19% | 164.46 164.46 | 129.77 164.78 | |
Women in Leadership | SHE | 0.21% | 4.44% | 11.81% | 27.07% | 8.31% | 105.88 106.22 | 82.14 106.33 | |
Environmental | ETHO | -0.34% | 7.01% | 3.48% | 14.60% | -0.64% | 57.40 57.73 | 46.26 58.71 |
Asset Allocation
Symbol | |||||||||
---|---|---|---|---|---|---|---|---|---|
Aggressive Asset Allocation | AOA | 0.08% | 5.51% | 7.52% | 16.07% | 7.47% | 74.11 74.30 | 60.78 74.46 | |
Conservative Asset Allocation | AOK | -0.14% | 2.76% | 1.60% | 5.24% | -6.32% | 36.72 36.81 | 33.05 36.88 | |
Growth Asset Allocation | AOR | 0.05% | 4.56% | 5.25% | 12.52% | 1.93% | 55.88 56.01 | 47.56 56.12 | |
Moderate Asset Allocation | AOM | -0.02% | 3.53% | 3.04% | 7.41% | -3.54% | 42.69 42.79 | 37.72 42.88 |
Today column is in real-time. Otherwise as of previous close.