EGGS
NestYield Total Return Guard ETF
📎 Investment Objective
The NestYield Total Return Guard ETF (EGGS) seeks to provide long-term capital appreciation and income by investing in a diversified portfolio of value-oriented stocks.
Overview
ETF tracking NestYield Total Return Guard ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The NestYield Total Return Guard ETF (EGGS) seeks to provide long-term capital appreciation and income by investing in a diversified portfolio of value-oriented stocks.
🎯 Investment Strategy
The fund employs a rules-based strategy that selects stocks based on factors such as low valuation, high dividend yield, and strong financial health. The portfolio is designed to provide downside protection during market downturns while still capturing upside potential.
✨ Key Features
- Focuses on value-oriented stocks with attractive dividend yields
- Utilizes a risk management approach to limit downside exposure
- Diversified portfolio across multiple sectors and market capitalizations
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The fund's value may fluctuate due to changes in the overall stock market
- Sector concentration risk: The fund may be more susceptible to factors affecting a particular sector
- Dividend risk: Companies may reduce or eliminate dividends, impacting the fund's income generation
- Liquidity risk: Difficulty in buying or selling the fund's holdings at an optimal price
👤 Best For
The NestYield Total Return Guard ETF may be suitable for investors seeking long-term capital appreciation and income, with a moderate risk tolerance. It can be a core holding in a diversified portfolio, providing exposure to value-oriented stocks with a focus on downside protection.