Starboard Investment Trust Etf Profile
| AMAX Etf | USD 7.93 0.02 0.25% |
Performance2 of 100
| Odds Of DistressLess than 9
|
Starboard Investment is trading at 7.93 as of the 30th of November 2024; that is 0.25 percent up since the beginning of the trading day. The etf's open price was 7.91. Starboard Investment has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Starboard Investment Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
As an actively managed exchange-traded fund , the fund will not seek to replicate the performance of an index. Rh Hedged is traded on NYSEARCA Exchange in the United States. More on Starboard Investment Trust
Starboard Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Nontraditional Bond, Metals & Mining, Materials, Materials (View all Sectors) |
| Issuer | Cavalier Investments |
| Inception Date | 2009-10-02 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 22.06 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Nottingham Company |
| Advisor | The Nottingham Company |
| Custodian | Clear Street, LLC |
| Distributor | Capital Investment Group, Inc |
| Portfolio Manager | Scott Wetherington |
| Transfer Agent | Nottingham Shareholder Services, LLC |
| Fiscal Year End | 31-May |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 22.0 |
| Market Maker | GTS |
| Total Expense | 1.54 |
| Management Fee | 0.8 |
| Country Name | USA |
| Returns Y T D | 11.01 |
| Name | Starboard Investment Trust |
| Currency Code | USD |
| Open Figi | BBG0133TN2R6 |
| In Threey Volatility | 9.08 |
| 1y Volatility | 6.38 |
| 200 Day M A | 7.9806 |
| 50 Day M A | 8.0385 |
| Code | AMAX |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.23) |
| Type | ETF |
Starboard Investment Trust [AMAX] is traded in USA and was established 2009-10-02. The fund is listed under Nontraditional Bond category and is part of Metals & Mining family. The entity is thematically classified as Target Outcome ETFs. Starboard Investment presently have 41.21 M in assets under management (AUM). with the current yeild of 0.01%, while the total return for the last 3 years was 2.0%.
Check Starboard Investment Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Starboard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Starboard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Starboard Investment Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Starboard Investment Trust Etf Constituents
| APLY | Tidal Trust II | Etf | Derivative Income | |
| TLT | iShares Trust | Etf | MX Etf | |
| FBY | Tidal Trust II | Etf | Derivative Income | |
| NVDY | Tidal Trust II | Etf | Derivative Income | |
| GOOY | Tidal Trust II | Etf | Derivative Income | |
| IWM | iShares Trust | Etf | MX Etf | |
| AMZY | YieldMax AMZN Option | Etf | Derivative Income | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth |
Starboard Investment Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Starboard Investment. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.28) |
Starboard Investment Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Starboard Investment Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of Starboard Investment is measured differently than its book value, which is the value of Starboard that is recorded on the company's balance sheet. Investors also form their own opinion of Starboard Investment's value that differs from its market value or its book value, called intrinsic value, which is Starboard Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Starboard Investment's market value can be influenced by many factors that don't directly affect Starboard Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Starboard Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Starboard Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Starboard Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.