추적 전략
Set It and Forget It Growth Fund
2026. 10. 25. 기준
추적 전략의 보유 내역과 고객 수익률입니다. 해당 인물의 개인 보유나 수익을 입증하지 않습니다.
| 종목 | 비중 | 미실현 손익 |
|---|---|---|
| MUMicron Technology, Inc. | 15.2% | 미공개 |
| AMDAdvanced Micro Devices | 8.7% | 미공개 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 8% | 미공개 |
포트폴리오 일부만 공개됨 · 추가 17개 보유 종목 미공개 (68.1%)
종목별 손익에는 공개된 취득 원가와 동일 통화의 날짜가 명시된 평가액이 필요합니다. 배당 및 실현 이익을 제외한 미실현 가격 손익입니다. 누락된 값은 추정하지 않습니다.
공개된 포트폴리오 수익률
2026. 10. 23. 기준 · 시작일: 2026. 3. 11.
- 최근 1개월
- -19.51%
- 설정 이후
- +20.03%
수익률 산정 방식
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.