BTCRVolt Crypto Industry Revolution and Tech ETF
BTCR Fund Description
BTCR actively manages a portfolio with exposure to the Bitcoin Industry including companies that support bitcoin and the bitcoin blockchain industry. The fund employs an equity options overlay strategy.
BTCR Factset Analytics Insight
BTCR invests in stocks located globally that exhibits high correlation to Bitcoin. Eligible companies must hold a majority of their net assets in bitcoin and/or derive a majority of their revenue or profits directly from mining, lending, transacting in bitcoin, or manufacturing bitcoin mining equipment, as can be determined by their annual filings from the past 12 months. In selecting securities, the Advisor uses proprietary research and indicators such as the Stock-to-Flow model, which evaluates the current stock of bitcoin against the flow of new bitcoin, mined that year. BTCR invests up to 25% in a single analytics software company that the Advisor believes is generally bullish on bitcoin. The fund also allocates 20% to options overlay, which can consist of purchasing exchange-traded and OTC put options on the NASDAQ 100 Index and ETF and S&P 500 Index and ETF. The Fund will not directly invest in bitcoin and will not include Canadian ETFs, private funds, or GBTC.
BTCR Summary Data
BTCR Portfolio Data
BTCR Index Data
BTCR Portfolio Management
BTCR Tax Exposures
BTCR Fund Structure
BTCR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BTCR. BTCR is rated a 1 out of 5.
BTCR Sector/Industry Breakdown
BTCR Economic Development
BTCR Performance Statistics
BTCR Benchmark Comparison Summary
BTCR 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.