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ETFs

Beacon Tactical Risk ETF

BTR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Apr 17 2023
Expense Ratio
1.00%
Type
US Diversified
Fund Owner
Beacon
Volume (1m avg. daily)
$289,454
AUM
$8,722,000
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No

Top 10 Holdings

BSV
Vanguard Group, Inc. - Vanguard Short-Term Bond ETF
99.57%
n/a
BBH SWEEP VEHICLE
0.38%
n/a
Receivables/Payables
0.04%
n/a
US DOLLARS
0.01%
Invest with BTR

What is BTR?

Beacon Tactical Risk ETF is an actively managed exchange traded fund incorporated in the USA. The fund seeks to provide long term capital appreciation and will use a fund of fund approach. The fund will achieve its investment objective by investing in the shares of market sector ETFs of particular US market sectors and industries. The Beacon Tactical Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and seeks to protect principal through a mechanical stop-loss process when market conditions weaken

ETFs related toBTR

ETFs correlated to BTR include NUSA, IBTI, SHY

BTR
Northern Lights Fund Trust II - Beacon Tactical Risk ETF
NUSA
Nuveen Fund Advisors LLC - NuShares Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF
IBTI
iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
SHY
BlackRock Institutional Trust Company N.A. - iShares 1-3 Year Treasury Bond ETF
XTWO
BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
BSV
Vanguard Group, Inc. - Vanguard Short-Term Bond ETF
FLTB
Fidelity Covington Trust - Fidelity Limited Term Bond ETF
SPTS
SSgA Active Trust - SPDR Portfolio Short Term Treasury ETF
ISTB
BlackRock Institutional Trust Company N.A. - iShares Core 1-5 Year USD Bond ETF
IEI
BlackRock Institutional Trust Company N.A. - iShares 3-7 Year Treasury Bond ETF
SCHO
Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toBTR

#SPYMIN

SPY minimum drawdown

Category

Community

Risk Rating

Aggressive

#LSBH

Hedgefundies Refined: Leveraged Stocks and Bonds with a Hedge

Category

Balance Risk Not Assets, Lever Up, Composer's Picks, Leverage: High Risk, High Reward

Risk Rating

Aggressive

Create your own algorithmic trading strategy with BTR using Composer

FAQ

BTR is a US Diversified ETF. Beacon Tactical Risk ETF is an actively managed exchange traded fund incorporated in the USA. The fund seeks to provide long term capital appreciation and will use a fund of fund approach. The fund will achieve its investment objective by investing in the shares of market sector ETFs of particular US market sectors and industries. The Beacon Tactical Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and seeks to protect principal through a mechanical stop-loss process when market conditions weaken

Yes, BTR is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, BTR is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on BTR is -0.0127%. This is the percent change in the value of BTR over the most recent 1-month period. The 3-month return on BTR is %. This is the percent change in the value of BTR over the most recent 3-month period.

ETFs similar to BTR include AOK, AOR, and FPEI.

ETFs correlated to BTR include NUSA, IBTI, and SHY.

ETFs that are inversely correlated to BTR include PST, TTT, and TBT.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.