Intelligent Livermore ETF (LIVR)

Overview

The Intelligent Livermore ETF aims to generate alpha by actively managing a portfolio of primarily US equities using a rules-based, trend-following strategy inspired by Jesse Livermore. It focuses on identifying and capitalizing on market trends across various sectors.

Reputation and Reliability

Information not readily available. Further research is needed to assess the issuer's reputation and reliability.

Management Expertise

Information not readily available. Further research is needed to assess the management team's expertise.

Goal

To generate long-term capital appreciation through active portfolio management.

Investment Approach and Strategy

Strategy: The ETF employs a rules-based, trend-following strategy inspired by Jesse Livermore to identify and invest in securities demonstrating strong upward trends.

Composition Primarily holds US equities across various sectors. Specific holdings data requires further research.

Market Share: Data regarding specific market share is not publicly available. Further research may be required.

Total Net Assets (AUM): Data regarding AUM is not publicly available. Further research may be required.

Key Competitors

• SPY
• IVV
• QQQ
• MTUM
• VTV

Competitive Landscape

The ETF industry is highly competitive. Intelligent Livermore ETF competes with broad market index funds and other actively managed ETFs. Its trend-following strategy differentiates it, but success depends on accurate trend identification, and its expense ratio and newness disadvantage it compared to established, low-cost index funds.

Historical Performance: Historical performance data is not readily available due to the ETF's recent inception. Further research may be required.

Benchmark Comparison: Benchmark comparison is not feasible without historical performance data. Future performance should be compared to a broad market index and potentially a trend-following strategy benchmark.

Expense Ratio: Data regarding the expense ratio is not publicly available. Further research may be required.

Average Trading Volume

Average trading volume is likely low due to the ETF's relatively new status and lower AUM; further data is required.

Bid-Ask Spread

The bid-ask spread is likely wider than more established ETFs due to lower trading volume; specific data requires further research.

Market Environment Factors

Economic indicators, sector rotation, and overall market sentiment will influence the ETF's performance. Trend-following strategies are often more effective during periods of sustained trends.

Growth Trajectory

The ETF's growth trajectory depends on its ability to attract investors and demonstrate consistent positive performance using its trend-following strategy. Changes to strategy and holdings would likely be aimed at improving performance and adapting to market conditions.

Competitive Edge

The Intelligent Livermore ETFu2019s competitive advantage, if any, lies in its unique implementation of a rules-based, trend-following strategy inspired by Jesse Livermore. This approach attempts to capitalize on market inefficiencies and identify profitable trends. The ETF differentiates itself by actively managing its portfolio according to specific trend signals, as opposed to passively tracking an index. Ultimately, the ETF's success depends on the effectiveness of its trend-following algorithm and its ability to generate alpha relative to its peers.

Volatility

Volatility data is not readily available. Further research may be required to asses historical volatility

Market Risk

The ETF is subject to market risk associated with equity investments. The trend-following strategy may underperform during periods of market consolidation or choppy trading.

Ideal Investor Profile

The ideal investor is one with high risk tolerance who is familiar with trend-following strategies and seeks alpha generation. Investors should also be willing to accept potentially higher fees associated with active management.

Market Risk

This ETF is potentially suitable for active traders and those seeking to outperform the broad market, but may not be suitable for passive index followers or risk-averse investors.

The Intelligent Livermore ETF employs a rules-based trend-following strategy inspired by Jesse Livermore to generate long-term capital appreciation. It actively manages a portfolio of US equities, seeking to capitalize on market trends. Its success depends on the effectiveness of its strategy and its ability to attract investors. Due to limited performance history and AUM, further research is needed to assess its long-term viability and competitiveness. Investors should carefully consider their risk tolerance and investment objectives before investing in this ETF.

Data Sources:

• ETF.com
• Seeking Alpha
• Bloomberg
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is estimated and may not be precise.