Form ADV brochure · investment strategy
by Robinhood Asset Management · via Form ADV brochure
"one or more portfolios designed for clients seeking income or yield"; exact number not stated; no guaranteed level of income or yield.
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“more heavily weighted to fixed income and dividend-producing securities than other portfolios”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Income / dividends label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
8 missing
The text the rules are quoted from, with where it came from.
Fixed income ETFs, dividend-oriented equity ETFs, and other income-generating securities
"one or more portfolios designed for clients seeking income or yield"; exact number not stated; no guaranteed level of income or yield.
Composition depends on client's investor profile incl. time horizon; more heavily weighted to fixed income and dividend-producing securities than other portfolios
Every value on file, each labelled with its calculation basis and as-of date.
| Management / advisory fee | 0.25% |
Interactive Advisors
Collective2
