Strategy Shares Nasdaq Etf Profile

HNDL Etf  USD 20.85  0.09  0.43%   


8 of 100


Odds Of Distress

Less than 9

Strategy Shares is selling for 20.85 as of the 17th of May 2024. This is a -0.43% down since the beginning of the trading day. The etf's lowest day price was 20.81. Strategy Shares has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Strategy Shares Nasdaq are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of May 2022 and ending today, the 17th of May 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in securities of the NASDAQ 7 HANDL Index . Strategy Shares is traded on NASDAQ Exchange in the United States. More on Strategy Shares Nasdaq

Moving together with Strategy Etf

  0.94AOM iShares Core ModeratePairCorr
  0.68RPAR RPAR Risk ParityPairCorr
  0.84AOK iShares Core ConservativePairCorr
  0.77RPHS Regents Park HedgedPairCorr
  0.62FDIV MarketDesk FocusedPairCorr
  0.98EAOK iShares ESG AwarePairCorr

Strategy Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Strategy Shares' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Strategy Shares or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationTarget Risk ETFs, Asset Allocation ETFs, Moderately Conservative Allocation, Strategy Shares (View all Sectors)
IssuerStrategy Shares
Inception Date2018-01-17
BenchmarkNASDAQ 7HANDL Index
Entity TypeRegulated Investment Company
Asset Under Management834.43 Million
Average Trading Valume92,222.2
Asset TypeMulti Asset
CategoryAsset Allocation
FocusTarget Risk
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCiti Fund Services Ohio, Inc.
AdvisorRational Advisors, Inc.
CustodianCitibank, N.A.
DistributorForeside Fund Services, LLC
Portfolio ManagerDavid Miller
Transfer AgentCiti Fund Services Ohio, Inc.
Fiscal Year End30-Jun
Number of Constituents27.0
Market MakerGTS
Total Expense1.12
Management Fee0.6
Country NameUSA
Returns Y T D4.43
NameStrategy Shares Nasdaq 7 Handl Index ETF
Currency CodeUSD
Open FigiBBG00JRGTR66
In Threey Volatility14.41
1y Volatility13.03
200 Day M A20.1474
50 Day M A20.7146
Updated At17th of May 2024
Currency NameUS Dollar
Strategy Shares Nasdaq [HNDL] is traded in USA and was established 2018-01-16. The fund is listed under Moderately Conservative Allocation category and is part of Strategy Shares family. The entity is thematically classified as Target Risk ETFs. Strategy Shares Nasdaq currently have 1.18 B in assets under management (AUM). , while the total return for the last 3 years was 1.1%.
Check Strategy Shares Probability Of Bankruptcy

Top Strategy Shares Nasdaq Etf Constituents

PFFiShares Preferred andEtfPreferred Stock
TOTLSPDR DoubleLine TotalEtfIntermediate Core-Plus Bond
AGGiShares Core AggregateEtfIntermediate Core Bond
BNDVanguard Total BondEtfIntermediate Core Bond
HTRBHartford Total ReturnEtfIntermediate Core-Plus Bond
HYLBXtrackers USD HighEtfHigh Yield Bond
MBBiShares MBS ETFEtfIntermediate Government
More Details

Strategy Shares Top Holders

HBAFXRational Strategic AllocationMutual FundAllocation--30% to 50% Equity
More Details

Strategy Shares Nasdaq Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Strategy Shares market risk premium is the additional return an investor will receive from holding Strategy Shares long position in a well-diversified portfolio. 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 Strategy Shares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Strategy Shares' alpha and beta are two of the key measurements used to evaluate Strategy Shares' performance over the market, the standard measures of volatility play an important role as well.

Strategy Shares Against Markets

Picking the right benchmark for Strategy Shares etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Strategy Shares etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Strategy Shares is critical whether you are bullish or bearish towards Strategy Shares Nasdaq at a given time. Please also check how Strategy Shares' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Strategy Shares without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Insider Screener Now


Insider Screener

Find insiders across different sectors to evaluate their impact on performance
All  Next Launch Module

How to buy Strategy Etf?

Before investing in Strategy Shares, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Strategy Shares. To buy Strategy Shares etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Strategy Shares. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Strategy Shares etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Strategy Shares Nasdaq etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Strategy Shares Nasdaq etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Strategy Shares Nasdaq, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Strategy Etf please use our How to Invest in Strategy Shares guide.

Already Invested in Strategy Shares Nasdaq?

The danger of trading Strategy Shares Nasdaq is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Strategy Shares is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Strategy Shares. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Strategy Shares Nasdaq is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Strategy Shares Nasdaq is a strong investment it is important to analyze Strategy Shares' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Strategy Shares' future performance. For an informed investment choice regarding Strategy Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Strategy Shares Nasdaq. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the Strategy Shares Nasdaq information on this page should be used as a complementary analysis to other Strategy Shares' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. 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 Strategy Shares Nasdaq is measured differently than its book value, which is the value of Strategy that is recorded on the company's balance sheet. Investors also form their own opinion of Strategy Shares' value that differs from its market value or its book value, called intrinsic value, which is Strategy Shares' 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 Strategy Shares' market value can be influenced by many factors that don't directly affect Strategy Shares' 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 Strategy Shares' value and its price as these two are different measures arrived at by different means. Investors typically determine if Strategy Shares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Strategy Shares' 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.