CLSMCabana Target Leading Sector Moderate ETF
CLSM Fund Description
CLSM seeks long-term growth by allocating to a mix of broad asset class ETFs in response to economic conditions. The fund uses an algorithm to select investments in sectors that it identifies as attractive pursuant to its moderate risk profile.
CLSM Factset Analytics Insight
CLSM is an actively-managed fund-of-funds that allocate its exposure based on the economic conditions and market outlook for five very broad asset classes: equities, fixed income, real estate, currencies and commodities. Equities will include both domestic and foreign companies, including emerging markets. Fixed Income securities have no restrictions in terms of maturity, quality or duration. The Sub-Adviser uses a proprietary algorithm that combines fundamental economic and technical price data to identify investments in sectors that appear to be attractive based on the current business cycle. Through the algo, CLSM can also allocate across less-/non-correlated asset classes to manage volatility or any potential market declines. The fund utilizes a moderate investment style, meaning it will seek balance between capital preservation and growth. Note that the Sub-Adviser has full discretion to override the algo if a perceived breakdown or systemic change has occurred.
CLSM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CLSM. CLSM is rated a N/A out of 5.
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.