High Net Worth Strategies - What is High Net Worth Investing?What is High Net Worth Investing?
In order to understand what high net worth investing is, you need to understand what a high net worth individual (HNWI) is.
A high net worth individual, as the name suggests, is a wealthy individual with at least $1 million in liquid financial assets.
In the financi
Key stats
About ProShares Equities for Rising Rates ETF
Home page
Inception date
Jul 24, 2017
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
ProShare Advisors LLC
Distributor
SEI Investments Distribution Co.
EQRR aims to outperform during periods of rising interest rates, expecting underperformance when interest rates fall. Each quarter, the index identifies five sectors with the strongest weekly correlation to the 10-year US Treasury rate over the last three years. The highest correlated sector receives 30% weight, with the remaining four sectors weighted at 25%, 20%, 15%, and 10%. Each sector is represented by 10 equally weighted stocks that are selected for their own interest rate sensitivity. Though the fund typically selects from the 500 largest US-listed firms, it can dip into midcaps if there are fewer than 10 stocks qualified in a sector. The index constituents are rebalanced quarterly.
Classification
What's in the fund
Exposure type
Energy Minerals
Retail Trade
Finance
Consumer Non-Durables
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.