BPRO yields 9.01% · JEPI yields 8.40%● Live data
📍 BPRO pulled ahead of the other in Year 1
Combined, BPRO + JEPI cover 0 of 12 months — good coverage
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BPRO seeks capital appreciation by investing in assets resilient to currency debasement, or the decline in major currencies value or purchasing power. Debasement-resistant assets (considered difficult to inflate or manipulate) include gold and other precious metals, as well as digital assets such as Bitcoin. The Fund invests in ETPs holding these assets and in ETFs with exposure to precious metal miners. Investments may include equity or debt securities issued by relevant companies, as well as sovereign debt, global currencies, and structured products or geared ETPs linked to these asset classes. Investments are not fixed, and selection utilizes macroeconomic views and proprietary modeling, which is reviewed at least weekly. The actively managed fund is expected to have significant gold exposure and does not invest directly in cryptocurrency. BPRO may use options contracts, taking different positions based on expected price movements of the underlying assets.
Full BPRO Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.