(SHDG) Soundwatch Hedged Equity - Ratings and Ratios

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds (ETFs) that track U.S. large-capitalization (large-cap) indices, such as the S&P 500® Index. The ETF employs a hedging strategy to reduce market risk, utilizing derivatives like futures and options to create a portfolio that seeks to deliver returns with lower volatility compared to the broader market.

Ticker Symbol: SHDG Exchange: BATS Type: etf Country Origin: USA ETF Category: Equity Hedged The funds investment approach combines physical holdings of U.S. equities with derivative instruments to hedge against market downturns. This strategy aims to provide investors with equity-like returns while mitigating potential losses during market declines. The ETFs portfolio is designed to closely track the performance of the S&P 500® Index but with an added layer of risk management through its hedging activities.

Based on the provided and , here is a 3-month forecast: Over the next three months, SHDG is expected to trade in a narrow range, with support near $28.00 and resistance around $30.00. The low average true range (ATR) of 0.20 suggests limited volatility, while the SMA crossover (price below SMA 20 and SMA 50 but above SMA 200) indicates a neutral to slightly bearish trend. The funds assets under management (AUM) of $152.65M reflect moderate scale, which is sufficient for efficient portfolio management. The forecast anticipates SHDG to remain stable, with potential for slight downside given its current technical setup.