BRIF ETF Analysis: Dividends, Returns AMEX:BRIF

Analysis

Holdings Discussions Technicals Seasonals

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BRIF is an actively managed ETF focusing on US large-cap companies, utilizing a proprietary methodology to invest during their profit cycles, targeting valuation or multiple expansion through price-to-earnings ratios. The fund manager evaluates economic trends, market conditions, technical analysis, and combines fundamental and qualitative research to consider a companies investment potential, ensuring overall broad diversification of the portfolio. Applying a Christian values overlay, the sub-adviser avoids investments conflicting with such values, utilizing third-party research and proprietary Bright Score to align with the values concerning issues like abortion and pornography. The portfolio, aiming for 30-50 companies, is monitored to avoid concentration risks, with potential stock sales due to price movements, performance, or shifting valuation prospects, acknowledging performance variance against non-aligned funds.