Series Portfolios is trading at 14.11 as of the 29th of November 2024; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 14.1. Series Portfolios has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Series Portfolios Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the SP 500 Index while hedging overall market exposure by writing exchange traded call options based on the same securities. Under normal market conditions, it invests at least 80 percent of its net assets in equity securities based on the index.. More on Series Portfolios Trust
Series Portfolios Trust [EQHEX] is traded in USA and was established 29th of November 2024. Series Portfolios is listed under Equable Shares category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Equable Shares family. Series Portfolios Trust currently has accumulated 168.7 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Series Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Series Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Series Portfolios Trust Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Series Portfolios Trust Mutual Fund Constituents
Other Information on Investing in Series Mutual Fund
Series Portfolios financial ratios help investors to determine whether Series Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Series with respect to the benefits of owning Series Portfolios security.
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