BOAT SonicShares Global Shipping ETF
What is BOAT?
BOAT tracks a modified market-cap-weighted index of globally-listed companies engaged in maritime shipping.
BOAT Factset Analytics Insight
BOAT is passively managed to provide pure-play exposure to the water transportation industry. The index looks for globally-listed companies that derive significant revenue from cargo shipping, dry-bulk shipping, and oil and natural gas transport. Eligible companies must meet minimum investability and liquidity requirements including a minimum market capitalization of $250 million. The resulting portfolio is ranked by market-cap, with the top eight stocks allocated 5% portfolio weight each. Remaining securities are weighted by market-cap, subject to a 4% single security cap and a liquidity cap. The index is rebalanced semi-annually.
BOAT Summary Data
BOAT Portfolio Data
BOAT Index Data
BOAT Portfolio Management
BOAT Tax Exposures
BOAT Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BOAT. BOAT is rated a N/A out of 5.
BOAT Sector/Industry Breakdown
BOAT Top 10 Holdings
BOAT Performance Statistics
BOAT Economic Development
BOAT Benchmark Comparison Summary
BOAT Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.