The TDSC ETF, managed by TDSC Asset Management, offers investors an actively managed approach to achieve its investment objective with limited volatility and reduced correlation to overall equity market performance. This fund employs a fund of funds strategy, investing in various asset classes, including equities, fixed income securities, real estate, currencies, and commodities. TDSC Asset Management utilizes its proprietary Cyclical Asset Reallocation Algorithm (CARA) to monitor market conditions and select assets that are attractive within the current business cycle, helping to manage portfolio volatility. With a target drawdown of 10%, this ETF aims to provide stability and reduce exposure to market downturns while maintaining a fully invested position during normal market conditions.
The WisdomTree U.S. Dividend ex-Financials Fund (TDSC) is structured to emphasize dividend-paying stocks across various sectors while excluding financial companies. TDSC aims to provide investors with exposure to U.S. equities that have a consistent record of paying dividends. The fund employs a rules-based methodology, focusing on companies with strong dividend fundamentals. Investors in TDSC may benefit from regular dividend distributions, making it a potential choice for those seeking income from their investment portfolios.
The TDSC Tracking ETF utilizes an active management strategy to achieve its investment objective with limited volatility and reduced correlation to overall equity market performance. This ETF allocates its assets among five major asset classes, which include equities, fixed income securities, real estate, currencies, and commodities. It operates as a fund of funds, primarily investing in ETFs designed to track the performance of these asset classes, but may also directly invest in securities and other instruments. Cabana Asset Management, the Sub-Adviser for TDSC Tracking, employs its proprietary Cyclical Asset Reallocation Algorithm (CARA) to manage portfolio volatility and reduce exposure to market downturns. CARA monitors various economic and technical data, such as yield curves, earnings of U.S. companies, and equity price trends, to identify attractive assets in different market conditions. It may even take temporary defensive positions in cash or cash equivalents during significant market deteriorations. The ETF's investments are diversified among asset classes to mitigate drawdown risk, with a target drawdown of 10%, although this target is not guaranteed. While CARA provides investment signals, the Sub-Adviser maintains decision-making authority and may override CARA if necessary to align the portfolio with the Fund's target drawdown or adapt to systemic changes in the global economic system. Under normal market conditions, the ETF aims to remain fully invested.
The correlation aspect of the TDSC ETF plays a significant role in understanding its behavior in relation to various asset classes. This actively managed exchange-traded fund seeks to achieve its investment objective with limited volatility and reduced correlation to the overall performance of the equity markets by allocating its assets among equities, fixed income securities, real estate, currencies, and c
The TDSC Sector ETF is a unique actively managed exchange-traded fund (ETF) that employs a dynamic strategy to allocate its assets among five major asset classes: equities, fixed income securities, real estate, currencies, and commodities. This fund of funds approach allows the ETF to gain exposure to various asset classes through other ETFs, enhancing diversification and reducing overall portfolio volatility. The fund is managed by Cabana Asset Management, which utilizes its proprietary Cyclical Asset Reallocation Algorithm (CARA) to monitor market conditions, identify attractive assets based on economic and technical data, and make timely allocation decisions. TDSC Sector aims to limit drawdowns to 10% during adverse market conditions, providing investors with a risk-managed approach to investing across multiple asset classes. Please note that while CARA plays a significant role in guiding investment decisions, the Sub-Adviser maintains discretion to override CARA in certain situations to align the portfolio with the fund's target drawdown and overall objectives.
The exposure characteristic of the TDSC ETF (TDSC) is designed to provide investors with a diversified approach to asset allocation. This actively managed exchange-traded fund aims to achieve its investment objective with limited volatility and reduced correlation to the overall performance of the equity markets. TDSC allocates its assets among five major asset classes, including equities, fixed income securities, real estate, currencies, and commodities. By investing in one or more ETFs that track these asset classes, TDSC offers exposure to a wide range of securities, both U.S. and foreign, with varying market capitalizations and credit qualities. TDSC''s unique approach to asset allocation is guided by the Sub-Adviser''s proprietary Cyclical Asset Reallocation Algorithm (CARA). CARA monitors market conditions, considering factors such as the yield curve, earnings of U.S. companies, and equity price trends, to identify attractive assets within the business cycle. It can also signal defensive positions in cash or cash equivalents during market deteriorations. The goal is to reduce exposure to potential market declines and maintain a target drawdown of 10%, although this target may not always be maintained.
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