UPAR

UPAR Ultra Risk Parity ETF

$15.36

+0.00%

Market closed. Last update: 11:58 AM ET

📎 Investment Objective

The UPAR Ultra Risk Parity ETF seeks to provide exposure to a leveraged risk parity investment strategy, which aims to balance risk across multiple asset classes.

Overview

ETF tracking UPAR Ultra Risk Parity ETF

Category Leveraged

Issuer Other

Inception Date 2022-01-04

Market Cap $61.4M

Average Volume N/A

Dividend Yield 3.81%

52-Week Range $12.34 - $15.73

VWAP $15.39

Performance

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Investment Summary

📎 Investment Objective

The UPAR Ultra Risk Parity ETF seeks to provide exposure to a leveraged risk parity investment strategy, which aims to balance risk across multiple asset classes.

🎯 Investment Strategy

The fund uses leverage to implement a risk parity approach, allocating capital across a diversified portfolio of asset classes in an effort to achieve more balanced risk exposure compared to traditional market-cap weighted portfolios.

✨ Key Features

Utilizes leverage to amplify risk parity strategy
Diversified portfolio across multiple asset classes
Aims to balance risk exposure rather than tracking a specific index
Relatively high expense ratio compared to non-leveraged risk parity funds

⚠️ Primary Risks

Significant use of leverage, which can magnify gains and losses
Exposure to a variety of asset classes, which may be subject to market volatility
Potential for higher portfolio turnover and trading costs
Limited performance history and assets under management

👤 Best For

The UPAR Ultra Risk Parity ETF may be suitable for experienced, risk-tolerant investors seeking a diversified, leveraged approach to risk parity investing as part of a broader, well-diversified portfolio. Investors should have a long-term investment horizon and be comfortable with the increased risks associated with leveraged strategies.