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High Beta, Fundamentals, and Dividend Expectations

BFDE

Index Performance

+11.06%
BFDE
+11.62%
SPY
-0.17%
XLE

Overview

Description

This index targets a high dividend return over 15% average, with strong fundamentals and a history of performance. Most of the selections happen to be in or adjacent to the oil production and commodities industry. This results in a high beta (roughly 1.5 against the S&P 500) and is consequentially considered an aggressive investment strategy.

  • TickerBFDE
  • Inception Date11/27/2023

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