Collaborative Investment Series Etf Profile
| RULE Etf | USD 23.34 0.17 0.72% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Collaborative Investment is trading at 23.34 as of the 28th of November 2024, a 0.72 percent decrease since the beginning of the trading day. The etf's lowest day price was 23.31. Collaborative Investment has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Collaborative Investment Series are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. Adaptive Core is traded on BATS Exchange in the United States.. More on Collaborative Investment Series
Moving together with Collaborative Etf
| 0.69 | GDMA | Alpha Architect Gdsdn | PairCorr |
| 0.86 | TUG | STF Tactical Growth | PairCorr |
| 0.73 | RAAX | VanEck Inflation All | PairCorr |
| 0.8 | OCIO | ClearShares OCIO ETF | PairCorr |
| 0.85 | MFUL | Collaborative Investment | PairCorr |
Moving against Collaborative Etf
Collaborative Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Moderate Allocation, Mohrfunds (View all Sectors) |
| Issuer | Retireful |
| Inception Date | 2021-11-01 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 27.06 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | Collaborative Fund Services, LLC |
| Advisor | Retireful, LLC |
| Custodian | Citi Bank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Dan Mohr |
| Transfer Agent | Citi Bank, N.A. |
| Fiscal Year End | 30-Sep |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 36.0 |
| Market Maker | GTS |
| Total Expense | 1.1 |
| Management Fee | 0.7 |
| Country Name | USA |
| Returns Y T D | 15.43 |
| Name | Collaborative Investment Series Trust - Adaptive Core ETF |
| Currency Code | USD |
| Open Figi | BBG013B82N90 |
| 1y Volatility | 11.18 |
| 200 Day M A | 21.7514 |
| 50 Day M A | 22.2425 |
| Code | RULE |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Collaborative Investment Series [RULE] is traded in USA and was established 2021-11-02. The fund is listed under Moderate Allocation category and is part of Mohrfunds family. The entity is thematically classified as Target Outcome ETFs. Collaborative Investment at this time have 69.95 M in assets. , while the total return for the last 3 years was -1.5%.
Check Collaborative Investment Probability Of Bankruptcy
Geographic Allocation (%)
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 Collaborative Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Collaborative 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 Collaborative Investment Series 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 Collaborative Investment Series Etf Constituents
| BIL | SPDR Bloomberg 1 3 | Etf | Ultrashort Bond | |
| AON | Aon PLC | Stock | Financials | |
| FTNT | Fortinet | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| IWF | iShares Russell 1000 | Etf | Large Growth | |
| RMD | ResMed Inc | Stock | Health Care | |
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond | |
| VST | Vistra Energy Corp | Stock | Utilities |
Collaborative 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 Collaborative 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.
| Mean Deviation | 0.5376 | |||
| Semi Deviation | 0.463 | |||
| Standard Deviation | 0.7232 | |||
| Variance | 0.5231 |
Collaborative Investment Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Collaborative Investment Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Collaborative Investment price patterns.
Collaborative Investment Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Collaborative Investment Series. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of Collaborative Investment is measured differently than its book value, which is the value of Collaborative that is recorded on the company's balance sheet. Investors also form their own opinion of Collaborative Investment's value that differs from its market value or its book value, called intrinsic value, which is Collaborative 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 Collaborative Investment's market value can be influenced by many factors that don't directly affect Collaborative 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 Collaborative Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Collaborative Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Collaborative 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.