Opportunities Trust Formidable Fortress ETFOpportunities Trust Formidable Fortress ETFOpportunities Trust Formidable Fortress ETF

Opportunities Trust Formidable Fortress ETF

No trades
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Key stats

Assets under management (AUM)
‪23.48 M‬USD
Fund flows (1Y)
‪−5.34 M‬USD
Dividend yield (indicated)
0.66%
Discount/Premium to NAV
0.5%

About Opportunities Trust Formidable Fortress ETF

Issuer
Formidable Asset Management LLC
Brand
Formidable
Expense ratio
0.89%
Inception date
Jul 21, 2021
Index tracked
No Underlying Index
Management style
Active
KONG seeks long-term capital appreciation by primarily investing in large- and mid-cap securities from around the world, including developed and emerging markets. The actively managed fund combines quantitative and fundamental analyses to identify buy, sell, or hold opportunities. The investment process seeks to identify companies with lower debt levels, lower volatility, increasing dividends, higher return on equity, operating margins, and earnings growth when compared to the broader universe. Holdings generally look to be approximately 30 securities which may include common stock, ADRs, EDRs, GDRs or REITs. The fund owns derivatives, which opens investors up to potential counterparty risk. KONG may use these derivatives for hedging purposes or to create income by writing covered call options.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Health Technology
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
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