The Safety Harbor Capital Hedged US Equities Fund
A 20 stock portfolio of US equities hedged with S&P Index options
No margin, no shorting, no stocks less than $5 in price, no ETF's, no stock options.
Fund Goal: 25% per year
See returns below
Our proprietary technical stock selection system helps us select US equities that have the potential to outperform Our system tells us which stocks to buy and when.
We invest them into our 20 stock portfolio with no more than 5% of the total portfolio per position.
See returns below* Returns are posted net of commissions and fees.
Our Hedged US Equities Fund
Date
Return*
Goal
07.01.2020
Fund Launch
2%
07.31.2020
Return YTD
2%
-2.17%
-2.17%
0%
* Returns are posted net of 2/20 fee structure
08.31.2020
0.0%
2%
-2.17%