BTR

Beacon Tactical Risk ETF

$25.19

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Beacon Tactical Risk ETF (BTR) seeks to provide capital appreciation by dynamically allocating its portfolio across various sectors and asset classes based on market conditions.

Overview

ETF tracking Beacon Tactical Risk ETF

Category Sector Rotation

Issuer Other

Inception Date 2023-04-18

Market Cap $28.0M

Average Volume N/A

Dividend Yield 0.90%

52-Week Range $23.16 - $28.03

VWAP $25.12

Performance

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Investment Summary

📎 Investment Objective

The Beacon Tactical Risk ETF (BTR) seeks to provide capital appreciation by dynamically allocating its portfolio across various sectors and asset classes based on market conditions.

🎯 Investment Strategy

The fund uses a proprietary quantitative model to analyze market trends and economic indicators. It then adjusts its exposure to different sectors and asset classes, such as equities, fixed income, and cash, in an effort to capitalize on changing market environments and mitigate downside risk.

✨ Key Features

Actively managed, sector rotation strategy that aims to adapt to changing market conditions
Utilizes a quantitative model to guide dynamic asset allocation decisions
Potential to provide diversification and risk management compared to a static portfolio
Low expense ratio of 0.00%

⚠️ Primary Risks

The fund's performance is dependent on the effectiveness of its quantitative model and asset allocation decisions
Sector and asset class rotation may not always be successful in protecting against market downturns
Lack of historical performance data makes it difficult to evaluate the fund's long-term track record
Low assets under management may impact liquidity and trading efficiency

👤 Best For

The Beacon Tactical Risk ETF may be suitable for investors seeking an actively managed, risk-managed approach to sector and asset allocation. It may be most appropriate for investors with a moderate to high-risk tolerance who are looking to potentially enhance returns and manage downside risk in their portfolio.