Finaport US Equities AI Trend Navigator - Long Index
USD
USD
Finaport US Equities AI Trend Navigator - Long Index: 141.1711 USD|Last Update:
Product Overview
Key figures
Return (since Inception) | 41.17% |
Volatility p.a. | 32.11% |
Maximum Drawdown | -18.11% |
Number of Positions | 19 |
Sharpe Ratio | 1.36 |
Life Cycle
- Initial Fixing
- First trading day
- Termination announcement
- Today
- Termination
- Redemption
Index Overview
Index Allocation
| 91.25% | |
| 8.75% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Alphabet, Inc. ISIN US02079K3059 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 11.33% |
Teck Resources Ltd ISIN CA8787422044 | Countries: Canada | Sectors: Basic Materials | Currencies: USD | Weight: 9.61% |
Eli Lilly & Co. ISIN US5324571083 | Countries: United States | Sectors: Health Care | Currencies: USD | Weight: 9.11% |
Iron Mountain Inc. ISIN US46284V1017 | Countries: United States | Sectors: Real Estate | Currencies: USD | Weight: 7.30% |
Wheaton Precious Metals Corp. ISIN CA9628791027 | Countries: Canada | Sectors: Basic Materials | Currencies: USD | Weight: 6.09% |
Advanced Micro Devices Inc. ISIN US0079031078 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 5.81% |
Ciena Corp. ISIN US1717793095 | Countries: United States | Sectors: Telecommunications | Currencies: USD | Weight: 5.71% |
Western Digital Corporation ISIN US9581021055 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 5.47% |
Nucor Corporation ISIN US6703461052 | Countries: United States | Sectors: Basic Materials | Currencies: USD | Weight: 4.97% |
Micron Technology Inc. ISIN US5951121038 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 4.80% |
Roku Inc. ISIN US77543R1023 | Countries: United States | Sectors: Telecommunications | Currencies: USD | Weight: 4.01% |
Credo Technology Group Holding Limited ISIN KYG254571055 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 3.37% |
Cheniere Energy Inc. ISIN US16411R2085 | Countries: United States | Sectors: Energy | Currencies: USD | Weight: 3.30% |
Lumentum Holdings Inc. ISIN US55024U1097 | Countries: United States | Sectors: Telecommunications | Currencies: USD | Weight: 2.86% |
Pan American Silver Corp. ISIN CA6979001089 | Countries: Canada | Sectors: Basic Materials | Currencies: USD | Weight: 2.66% |
Welltower Inc. ISIN US95040Q1040 | Countries: United States | Sectors: Real Estate | Currencies: USD | Weight: 2.12% |
Teradyne Inc. ISIN US8807701029 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.93% |
Advanced Energy Industries Inc. ISIN US0079731008 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.71% |
Subtotal Share: | 91.25% | |||
Cash USD ISIN CASHUSD | Countries: - | Sectors: Other | Currencies: USD | Weight: 8.83% |
Subtotal Cash: | 8.75% | |||
Total : | 100.00% | |||
Product Information
Documents
Legal DocumentsAbout this product
Strategic Certificates enable investors to invest in themes, strategies, regions, or countries, making it easier to diversify even with small amounts of money. Strategic Certificates replicate the performance of the underlying asset without leverage, a cap, or capital protection. Investors participate nearly 1:1 in rising and falling prices of the underlying asset. The underlying assets can especially be indices or equity baskets which could be active be managed. In this way, you can invest in a whole stock market or basket in only one transaction without having to buy all the individual stocks. This is why Strategic Certificates are a great product for targeted investment in specific themes.
Learn more about Strategic Certificates