UBCB ISSUER
The UBC Algorithmic Fundamentals ETF is managed by a team that utilizes proprietary artificial intelligence (AI) algorithms to actively make investment decisions. This ETF focuses on investing at least 80% of its net assets in large capitalization (large cap) companies listed on U.S. stock exchanges and markets, including common stocks, American Depositary Receipts (ADRs), and exchange-traded funds (ETFs) that provide exposure to large cap companies. The issuer's investment approach is systematic and data-driven, relying on machine learning forecasting algorithms to identify profitable companies with predicted expanding fundamentals. The ETF aims to achieve attractive risk-adjusted returns by actively managing its portfolio allocation and employing various overlay strategies, including writing covered calls and short selling, to optimize performance and hedge against market risks.
UBCB DIVIDEND
While the UBC Algorithmic Fundamentals ETF primarily focuses on utilizing proprietary artificial intelligence algorithms for investment decisions, it still offers investors a dividend distribution based on the performance of its underlying large-cap U.S. stock holdings and ETFs. Dividend eligibility is determined by the Fund's investment in companies with market capitalizations of $10 billion or more, and dividends are influenced by the profitability and fundamentals of these selected firms. The ETF's systematic investment process aims to identify profitable companies with expanding fundamentals, including improving cash flows, earnings per share, reasonable price-to-earnings ratios, and dividend yields, all guided by its proprietary machine-learning forecasting algorithms. However, it's important to note that the Fund's dividend distribution may vary depending on its portfolio composition and market conditions, as its AI-driven algorithms actively manage and optimize the allocation to achieve attractive risk-adjusted returns.
UBCB TRACKING
At the heart of the UBS ETRACS Bloomberg Commodity Index Total Return ETN (UBCB) is a dedication to tracking the performance of the Bloomberg Commodity Index Total Return. UBCB strategically invests in a diverse range of commodities, including energy, metals, and agriculture. By closely aligning with the index, this ETN provides investors with a comprehensive view of the broad commodity market, making it an attractive choice for those seeking exposure to the diverse and dynamic world of commodities.
UBCB CORRELATION
The correlation aspect of the UBC Algorithmic Fundamentals ETF (UBCB) is largely driven by its systematic investment process, which relies on proprietary artificial intelligence (AI) algorithms. While the specific correlation with traditional market indices may vary, UBCB's focus on profitable companies with predicted expanding fundamentals often leads to unique correlations with economic metrics, industries, and other ETFs. To gain a deeper understanding of UBCB's correlations and its potential impact on investment portfolios, investors can utilize ETF Insider's web app, which offers a comprehensive visualization tool to study correlations, identify overlap, and make data-driven investment decisions.
UBCB SECTOR
The UBCB Sector ETF focuses on actively managed investments driven by proprietary artificial intelligence (AI) algorithms. It allocates at least 80% of its net assets to large capitalization companies listed on U.S. stock exchanges. These companies have market capitalizations of $10 billion or more at the time of purchase. The ETF employs a systematic investment process that relies on extensive backtesting and machine-learning forecasting algorithms to identify profitable companies with expanding fundamentals. Additionally, it utilizes various overlay strategies, including covered calls and short selling, to generate income and hedge against market risks, providing investors with a unique approach to the large-cap sector.
UBCB EXPOSURE
The UBC Algorithmic Fundamentals ETF leverages proprietary artificial intelligence (AI) algorithms for active management. This ETF primarily invests in large capitalization (large cap) companies listed on U.S. stock exchanges, including common stocks, American Depositary Receipts (ADRs), and ETFs offering exposure to large cap companies. The fund''s investment approach focuses on identifying profitable companies with predicted expanding fundamentals, utilizing machine-learning forecasting algorithms, historical financial data, price action, and market sentiment. It maintains a non-diversified portfolio, which allows for concentrated positions based on its proprietary investment models. Additionally, the fund may employ overlay strategies, such as covered calls and short selling, to enhance returns or hedge against market risks, offering a unique and AI-driven approach to large-cap equity exposure.
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