ETF Opportunities Trust Kingsbarn Dividend Opportunity ETFETF Opportunities Trust Kingsbarn Dividend Opportunity ETFETF Opportunities Trust Kingsbarn Dividend Opportunity ETF

ETF Opportunities Trust Kingsbarn Dividend Opportunity ETF

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Key stats


Assets under management (AUM)
‪1.40 M‬USD
Fund flows (1Y)
‪855.61 K‬USD
Dividend yield (indicated)
11.57%
Discount/Premium to NAV
0.9%

About ETF Opportunities Trust Kingsbarn Dividend Opportunity ETF


Issuer
Kingsbarn Capital Management LLC
Brand
Kingsbarn
Expense ratio
1.72%
Inception date
Nov 2, 2023
Index tracked
No Underlying Index
Management style
Active
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


Asset Class
Equity
Category
Sector
Focus
Real estate
Niche
REITs
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.