Key stats
About ETF Opportunities Trust Kingsbarn Dividend Opportunity ETF
Expense ratio
1.72%
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Inception date
Nov 2, 2023
DVDN aims to provide an attractive yield from the mortgage REIT and BDC space. The potential investment universe considers roughly 75 companies across five sub-sectors: Agency REITs, Commercial REITs, Hybrid REITs, BDCs, and venture debt lenders. The adviser uses bottom-up 12-month financial forecasts for earnings, dividend, and book value metrics combined with overall macroeconomic conditions to monitor the space. The ETF portfolio will typically consist of 12-18 companies, equally weighted, from three or more of the sub-sectors. The adviser aims to take advantage of company-specific investment opportunities to pursue attractive dividend yield and lower volatility. The portfolio is actively managed, using stress-testing and marketing-to-market investments for assessments.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.