PPIAXS Astoria Inflation Sensitive ETF
PPI Fund Description
PPI is an actively managed, multi-asset ETF seeking long-term capital appreciation. The fund targets asset classes that are expected to benefit from an inflationary environment, such as global cyclical stocks, commodities, and TIPS.
PPI Factset Analytics Insight
PPI bets on its active management team and approach to position investments in broad asset classes that are anticipated to provide higher inflation-adjusted returns. Exposure may include stocks of companies engaged in energy, financials, industrial, and materials sectors, as well as commodities and fixed income securities. The underlying portfolio is expected to be 50-60 large- and midcap stocks, mainly from the US, but also Asia, Canada, and Europe. Selected commodities are those perceived to benefit from higher demand, elevated global growth, or a shortage of supply such as energy, metals, cattle, coffee, and corn. The portfolio may also hold investment-grade fixed income securities of any maturity, including Treasury inflation-protected securities. Such exposure may be held directly via individual positions or through other ETFs. The fund is non-diversified, allowing fund managers to concentrate exposure in specific sectors of the market.
PPI Portfolio Management
PPI Tax Exposures
PPI Fund Structure
PPI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PPI. PPI is rated a N/A out of 5.
PPI Asset Allocation
PPI Top 5 Holdings Long
PPI Top 5 Holdings Short
PPI Performance Statistics
PPI Correlations (Daily Returns 12 Mo)
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.