RAA

📎 Investment Objective

The SMI 3Fourteen REAL Asset Allocation ETF (RAA) seeks to provide exposure to a diversified portfolio of real assets, including commodities, real estate, and infrastructure, in an effort to generate returns that are less correlated to traditional equity and fixed income markets.

✨ Key Features

• Diversified exposure to real assets such as commodities, real estate, and infrastructure
• Utilizes the 3Fourteen investment approach to determine optimal asset allocation
• Aims to provide returns that are less correlated to traditional stock and bond markets
• Low expense ratio of 0.00%

⚠️ Primary Risks

• Exposure to the volatility of the real asset markets, which can be more volatile than traditional asset classes
• Potential for underperformance compared to traditional equity and fixed income investments during certain market conditions
• Reliance on the effectiveness of the 3Fourteen investment methodology to allocate assets
• Liquidity risk, as the fund may invest in less liquid real asset investments

👤 Best For

The SMI 3Fourteen REAL Asset Allocation ETF may be suitable for investors seeking diversification and exposure to real assets as part of a broader investment portfolio. It may be particularly appealing to investors with a long-term investment horizon who are looking to reduce the correlation of their portfolio to traditional stock and bond markets.