IWINAmplify Inflation Fighter ETF
IWIN Fund Description
IWIN seeks inflation-adjusted returns by primarily investing in a mix of stocks and commodity-linked instruments.
IWIN Factset Analytics Insight
IWIN seeks long-term capital appreciation on an inflation-adjusted basis. To do this, the fund selects investments that tend to benefit from, or hold their value, in an inflationary environment. Investments may include stocks, REITs, currency, and commodities. Equities are expected to focus on North American companies engaged in real estate, land development, home construction, infrastructure, and those tied to commodity mining or production, including real assets. The portfolio may include up to a 20% allocation to bitcoin, via futures or trust. While up to half of the portfolio could be held in agriculture, energy, industrial and precious metals futures contracts. The fund will utilize a wholly-owned Cayman Island subsidiary to obtain exposure. To minimize downside risk, the fund’s collateral will be held in cash and short-term, highly rated corporate and government debts. The fund’s adviser has complete discretion as to the fund’s composition and weighting.
IWIN Summary Data
IWIN Portfolio Data
IWIN Index Data
IWIN Fund Structure
IWIN Tax Exposures
IWIN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWIN. IWIN 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.