PRTO is a Pareto Principle ETF that allocates across equities, bonds, gold, BTC, and commodities. The fund focuses on a smaller set of high-impact investments that drive market performance, rather than broad diversification. Using technical indicators, it evaluates trends and relative strength using moving averages, rate of change, and market breadth to determine asset allocation. Generally, equity exposure is around 70% but can range from 0% to 100% depending on market conditions. During weakening trends, exposure is reduced and shifted into short-term US Treasuries. PRTOs portfolio holds 3 to 20 positions and is rebalanced frequently, resulting in high turnover. Additionally, the portfolio typically consists of ETFs and ETPs, though it may directly hold index constituents. The fund may also utilize managed futures strategy and covered call options for hedging and income. Up to 25% of assets may be held in a Cayman Islands subsidiary.

ประเภทสินทรัพย์

สินค้าโภคภัณฑ์

ผู้ออกกองทุน

Pareto

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

25 มี.ค. 2569

ISIN

US88635U1016