UPAR ISSUER
The Ultra Risk Parity ETF is managed by UPAR Issuer and is an actively-managed exchange-traded fund (ETF) designed to replicate the returns of the Advanced Research Ultra Risk Parity Index (UPAR Index). UPAR Issuer employs leverage to achieve its investment objectives, aiming for an allocation that is 160% to 180% of net asset value. The UPAR Index itself seeks leveraged exposure to the Advanced Research Risk Parity Index (RPAR Index) by using an implied financing rate to target 1.4 times the asset class exposures of the RPAR Index. UPAR Issuer's investment strategy focuses on balancing portfolio risk across four major asset classes: Global Equities, Commodities (including commodity producer equities and gold), U.S. Treasury Inflation Protected Securities (TIPS), and U.S. Treasuries. This unique approach aims to provide investors with an alternative way to manage risk and potentially enhance returns in their portfolios.
UPAR DIVIDEND
While the Ultra Risk Parity ETF (UPAR) primarily aims to replicate the returns of the Advanced Research Ultra Risk Parity Index (UPAR Index) with a focus on balancing portfolio risk across various asset classes, it does not prioritize dividend distributions as a primary objective. The UPAR Index, like its underlying index, the RPAR Index, emphasizes risk parity, which involves allocating assets based on their historical volatility. Consequently, the dividend eligibility and distribution of UPAR are influenced by the asset classes it holds, including U.S. Treasuries, Treasury Inflation Protected Securities (TIPS), commodity producer equities, and gold. As a leveraged ETF, UPAR's use of leverage may impact the magnitude of returns and the distribution of dividends over time, but investors should primarily consider this ETF for its risk-balanced investment strategy rather than its dividend potential.
UPAR TRACKING
The Aptus Fortified Value ETF (UPAR) places a primary focus on tracking the Aptus Behavioral Long/Short ETF Index. UPAR strategically invests in a diversified portfolio of U.S. equities, utilizing a behavioral finance approach to long and short positions. By closely aligning with the index, UPAR aims to offer investors exposure to a distinctive investment strategy that combines behavioral insights with traditional stock selection, making it an intriguing option for those seeking a differentiated approach to navigating the U.S. equity market. UPAR's commitment to effective tracking and behavioral finance principles enhances its appeal for investors looking for innovative strategies in the investment landscape.
UPAR CORRELATION
The correlation aspect of the Ultra Risk Parity ETF (UPAR) is essential for investors seeking to understand its behavior relative to the four major asset classes it focuses on: Global Equities, Commodities, U.S. Treasury Inflation Protected Securities (TIPS), and U.S. Treasuries. UPAR employs leverage to achieve its investment objectives, targeting an allocation that is 160% to 180% of its net asset value. This leverage can magnify the impact of price movements in its underlying assets. To gain a deeper insight into UPAR's correlations with these asset classes and to explore potential overlaps in its portfolio, investors can utilize the ETF Insider web app, which provides comprehensive data and visualization tools for studying US ETFs.
UPAR SECTOR
The UPAR Ultra Risk Parity ETF (UPAR) primarily operates in the alternative investments sector. UPAR focuses on balancing portfolio risk across four major asset classes: Global Equities, Commodities (through commodity producer equities and gold), U.S. Treasury Inflation Protected Securities (TIPS), and U.S. Treasuries. Utilizing leverage to enhance returns, UPAR aims for an allocation that is 160% to 180% of net asset value, making it an attractive choice for investors seeking exposure to risk-parity strategies. The ETF's approach involves maintaining a diversified asset class exposure that aligns with the UPAR Index's allocation, which aims to provide leveraged exposure to the Advanced Research Risk Parity Index, emphasizing risk management and portfolio balance.
UPAR EXPOSURE
The Ultra Risk Parity ETF (UPAR) exposure reflects its active management strategy, aiming to replicate the returns of the Advanced Research Ultra Risk Parity Index (UPAR Index). This ETF employs leverage to balance portfolio risk across four major asset classes: Global Equities, Commodities (including commodity producer equities and gold), U.S. Treasury Inflation Protected Securities (TIPS), and U.S. Treasuries. The Ultra in its name signifies the use of leverage to enhance returns, targeting an allocation of 160% to 180% of net asset value. Investors seeking diversified exposure to these asset classes with a focus on risk management may find UPAR an attractive choice.
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