VBBValkyrie Balance Sheet Opportunities ETF
VBB Fund Description
VBB is an actively managed ETF that invests in US stocks perceived to have innovative balance sheets, specifically those with direct or indirect exposure to bitcoin.
VBB Factset Analytics Insight
VBB invests in US stocks in which their balance sheets are tied to bitcoin. The fund’s broad scope of bitcoin-tied companies includes stocks that invest, transact, and operate in the bitcoin ecosystem, such as traders, custodians, miners, and other providers of related payments, technology, equipment, or services. VBB considers the relative value of stocks using standard models compared to applicable standard sector ratios. Holdings are weighted with consideration to financial metrics and the percentage of bitcoin held on their balance sheets. Stocks with indirect exposure to bitcoin are collectively capped at 20% of the total portfolio. Other limits include 10% in bitcoin miners, 5% in US-pooled investment vehicles, and 15% in convertible notes and preferred securities. The actively managed fund neither invests directly in bitcoin nor indirectly through derivatives.
VBB Summary Data
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VBB Portfolio Management
VBB Tax Exposures
VBB Fund Structure
VBB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VBB. VBB is rated a N/A out of 5.
VBB Sector/Industry Breakdown
VBB Economic Development
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VBB Benchmark Comparison Summary
VBB 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.