Cavalier Investments Etf Profile
The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
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RefreshCavalier Etf Highlights
| Old Name | Starboard Investment Trust |
| Business Concentration | Large Growth, Adaptive ETF (View all Sectors) |
| Nav Price | 11.99 |
| Two Hundred Day Average | 12.78 |
| Ytd | -29.35% |
| Average Daily Volume In Three Month | 6.25k |
| Fifty Two Week Low | 10.2 |
| As Of Date | 25th of October 2022 |
| Average Daily Volume Last 10 Day | 4.12k |
| Fifty Two Week High | 18.14 |
| One Month | 3.16% |
| Fifty Day Average | 11.86 |
| Three Month | -4.08% |
| Beta In Three Year | 1.11 |
Cavalier Investments [AQGX] is traded in USA and was established 2013-10-17. The fund is listed under Large Growth category and is part of Adaptive ETF family. Cavalier Investments presently have 28.99 M in assets under management (AUM). , while the total return for the last 3 years was 4.69%.
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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 Cavalier Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cavalier 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 Cavalier Investments 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 Cavalier Investments Etf Constituents
| ACN | Accenture plc | Stock | Information Technology | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| CRM | Salesforce | Stock | Information Technology | |
| DHR | Danaher | Stock | Health Care | |
| LLY | Eli Lilly and | Stock | Health Care | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| TTD | Trade Desk | Stock | Information Technology |
Cavalier Investments Against Markets
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Cavalier Investments Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Cavalier Investments etf to make a market-neutral strategy. Peer analysis of Cavalier Investments could also be used in its relative valuation, which is a method of valuing Cavalier Investments by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Tools for Cavalier Etf
When running Cavalier Investments' price analysis, check to measure Cavalier Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cavalier Investments is operating at the current time. Most of Cavalier Investments' value examination focuses on studying past and present price action to predict the probability of Cavalier Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cavalier Investments' price. Additionally, you may evaluate how the addition of Cavalier Investments to your portfolios can decrease your overall portfolio volatility.
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