What is the RULE ETF?
5 min read
By Ron Koren, ETF Insider

What is the RULE ETF?

In the intricate world of finance, where volatility and opportunity interplay, a specific financial instrument has garnered attention: the RULE ETF. This article delves into the depths of the RULE ETF, providing insights into its structure, objectives, and strategies. Whether you're a seasoned investor or someone looking to grasp the fundamentals, this article will shed light on the RULE ETF's nuances and its Adaptive Core technology.

RULE ETF: Overview

The RULE ETF, managed by Retireful, LLC, stands as a dynamic option for investors with an eye on long-term capital appreciation while minimizing principal fluctuation. Guided by a tactical go-anywhere approach, this ETF taps into a diverse range of asset classes, considering market capitalization and industry classification. This versatility opens doors to individual equity securities across market capitalizations and various equity-based ETFs.
The ETF's portfolio encompasses securities of varying market capitalizations, credit qualities, maturities, and global origins. This even extends to fixed income securities, including those classified as "junk bonds," reflecting an appetite for higher-yield opportunities. Additionally, the RULE ETF ventures into foreign markets, embracing issuers from emerging economies.

RULE overlap What is the RULE ETF?RULE overlap What is the RULE ETF?

RULE ETF: Investment Styles and Asset Classes

Within the RULE ETF's realm, an array of investment styles and asset classes are strategically engaged. These include:
Blend ETFs: A fusion of value and growth stocks.
Bonds: Fixed income instruments representing investor loans.
Convertibles: Instruments convertible into common stock.
Core ETFs: Stability-oriented growth in safer sectors.
Growth ETFs: Capital appreciation as the primary goal.
High Yield Bonds: Embracing higher-risk, higher-reward bonds.
Income ETFs: Focusing on current income over capital gains.
Multi-Sector Bond ETFs: Diversification across fixed-income sectors.
Cash: Ensuring liquidity and safety in the portfolio.

RULE ETF: Proprietary Technology and Strategy

At the core of the RULE ETF's management lies a proprietary technology that assesses security prices, aiming to identify trends. This involves a multifaceted analysis employing diverse mathematical formulas. Composite scores derived from these formulas inform investment decisions, guiding buy, sell, and hold actions. A portfolio comprising approximately thirty ETFs is thus crafted, with a preference for lower-expense, highly liquid options.
Notably, the proprietary technology adapts to sudden market shifts, enabling the Fund's portfolio to transition between growth and conservative positions. This Adaptive Core feature underscores the ETF's responsiveness to market dynamics, enhancing its potential to weather market storms and capitalize on growth opportunities.

RULE ETF: Portfolio Management and Delegation

The RULE ETF allocates a significant portion of its assets to ETFs of specific asset classes or investment styles, with the ability to invest up to 100% in a particular category. The ETF's management embraces frequent trading, resulting in a high portfolio turnover rate. This trading activity is delegated to Tuttle Capital Management, LLC, further emphasizing the active nature of the ETF's management.

Conclusion:

In a financial landscape that rewards adaptability and innovation, the RULE ETF emerges as a distinctive instrument. Its dynamic strategies, underpinned by a proprietary technology and Adaptive Core, reflect an approach designed to navigate the ever-evolving markets. As you contemplate your investment journey, consider the RULE ETF's unique attributes and potential benefits.

Disclaimer: This article is intended for informational purposes only and does not provide investment advisory services.

Sources:
Retireful, LLC. (Information about the RULE ETF).
Moody's Investors Service and Standard and Poor's Rating Group. (Credit quality definitions).
MSCI Emerging Market Index. (Emerging market issuer classification).

RULE ETF issuer
RULE ETF official page

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FAQ

  • What is the RULE ETF?

    RULE ETF, is an exchange-traded fund that provides investors with exposure to companies operating in the relevant sector.

  • What is the underlying index that the RULE ETF aims to track?

    RULE ETF aims to track the performance of a specific index, which includes companies involved in various aspects of the relevant industry.

  • What types of companies are included in the RULE ETF?

    RULE ETF includes companies from the relevant industry, which may consist of specialized firms, equipment manufacturers, and other related entities.

  • How does the RULE ETF work?

    RULE ETF functions by pooling investors' capital to purchase a diversified portfolio of related stocks, aiming to replicate the performance of the underlying index.

  • What are the advantages of investing in the RULE ETF?

    Investing in the RULE ETF offers exposure to a specialized sector with potential for growth and innovation. It allows investors to diversify within the industry, which could experience significant advancements and expansion in the future.