5 min readBy Ron Koren ETF Insider
Managing Concentration Risk to Improve Portfolio Performance
Concentration risks come in many forms. Identify exactly where you may be exposed.
The Entrepreneur 30 Fund (ENTR) is designed to track the performance of companies with strong entrepreneurial standards. It focuses on U.S. large-cap stocks that exhibit characteristics like innovation, disruptive technologies, and visionary leadership. By aligning its portfolio with the Entrepreneur 30 Index, ENTR offers investors a unique opportunity to invest in companies that are considered to be driving economic growth and job creation.
While the Entrepreneur 30 Fund (ENTR) primarily focuses on tracking the performance of entrepreneurial companies, its dividend distribution is influenced by the dividend policies and performance of the underlying index constituents. Dividends from ENTR are typically distributed to investors on a regular basis, with the frequency determined by the dividend practices of the companies within the index. Investors interested in entrepreneurial ventures may appreciate ENTR for its potential capital appreciation as well as the dividend income it may provide from these innovative companies.
The Entrepreneur 30 Fund, managed by Logan Capital Management, tracks an innovative growth investment philosophy, emphasizing companies with the potential for sustainable and durable long-term earnings growth. This ETF primarily invests in large-cap U.S. equity securities traded on U.S. exchanges, focusing on companies that leverage innovative technologies or ideas to gain a competitive advantage. With a bottom-up investment approach, ENTR combines macroeconomic analysis, fundamental research, and technical analysis to select stocks that exhibit promising growth prospects. Additionally, ENTR may allocate up to 20% of its assets to foreign issuers, including emerging markets, as it seeks to identify companies at the forefront of innovation and earnings growth potential.
Understanding the correlation of the ERShares Entrepreneur 30 ETF (ENTR) is essential for investors looking to gauge its relationship with entrepreneurial-driven companies. ENTR seeks to track the performance of the Entrepreneur 30 Index, which comprises 30 U.S. companies with the highest market capitalization and composite scores based on six distinct entrepreneurship factors. Due to its focus on entrepreneurial ventures, ENTR's correlation with traditional market indices may vary, making it a unique tool for investors seeking exposure to innovative and high-growth businesses. To delve deeper into ENTR's correlation patterns and uncover valuable insights, consider using ETF Insider's web app, which offers comprehensive data and visualizations, highlighting any overlaps with other assets or sectors.
The ERShares Entrepreneurs ETF (ENTR) focuses on the entrepreneurial sector, which comprises companies with a strong emphasis on innovation and growth. This sector includes businesses involved in technology, consumer discretionary, and healthcare, among others. Investing in the ENTR ETF allows investors to participate in the dynamic and often high-growth world of entrepreneurial companies, which can offer unique opportunities but also come with increased risk due to their innovative nature and potential for market disruption.
The Entrepreneur 30 Fund (ENTR) is designed to provide investors with exposure to a carefully selected portfolio of entrepreneurial and innovative companies listed on major U.S. exchanges. This ETF offers a unique investment opportunity by targeting firms with the potential for rapid growth and disruptive innovation across various sectors. Whether you're looking to diversify your portfolio with forward-thinking companies or simply seek to tap into the innovation economy, ENTR's exposure aligns with the pursuit of entrepreneurial success in the dynamic landscape of American business.
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5 min readConcentration risks come in many forms. Identify exactly where you may be exposed.
2 min readDiscover the top EntrepreneurShares ETFs that offer investors exposure to innovative and entrepreneurial companies. These ETFs provide a diversified portfolio of stocks from various sectors, focusing on companies with disruptive technologies and strong growth potential. Learn about the best options for investors looking to capitalize on the entrepreneurial spirit driving the future of the market.
6 min readDiscovering the World of ETFs: Unveiling the ENTR ETF - A Comprehensive Overview
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
