STGFMerk Stagflation ETF
STGF Fund Description
STGF is a passively managed fund-of-funds that invests in four asset classes which are expected to benefit from stagflation. The fund allocates to US Treasury Inflation-Protected Securities (TIPS), gold, oil, and US real estate. Weighting to each is determined by price trends.
STGF Factset Analytics Insight
STGF introduces stagflation-sensitive investing, which aims to protect against persistent inflation during a period of weak economic growth. This multi-asset fund allocates among four ETFs: 1) Schwab US TIPS ETF (SCHP), 2) Vanguard Real Estate ETF (VNQ), 3) VanEck Merk Gold Trust (OUNZ), and 4) Invesco DB Oil Fund (DBO). Constituent weights are adjusted based on a trend-following methodology. Positive or negative price trends in gold, oil, and real estate will either increase or decrease respective index weights, resulting in 5% to 15% of the total asset allocation. The remaining 55% to 85% of the portfolio will be allocated to US TIPS. The fund expects to gain exposure to commodities by investing up to 25% of its net assets, in a wholly-owned subsidiary organized under the laws of the Cayman Islands. The index is rebalanced whenever a change in price trend in gold, oil or real estate is detected or any of these asset classes has exceeded its minimum or maximum allocations.
STGF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of STGF. STGF 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.