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High Beta, Fundamentals, and Dividend Expectations

BFDE

Index Performance

-17.35%
BFDE
+4.02%
SPY
-5.17%
XLE
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 2025-30%-20%-10%0%10%

Overview

Description

This index targets a high dividend return over 15% average, with strong fundamentals and a history of performance. Most of the selections happen to be in or adjacent to the oil production and commodities industry. This results in a high beta (roughly 1.5 against the S&P 500) and is consequentially considered an aggressive investment strategy.

  • TickerBFDE
  • Inception Date11/27/2023

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