EEE yields 0.07% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 1
Combined, EEE + EPRT cover 0 of 12 months — good coverage
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What's the optimal mix of EEE + EPRT for your $10,000?
EEE blends two indices, splitting investments between traditional equities and Ether (ETH). Approximately 75% of the funds assets are invested in US large-cap stocks included in the S&P 500. The remaining 25% is held either directly through a Cayman Islands subsidiary or indirectly via Ether futures contracts and Ethereum ETPs, with futures and ETP exposuregenerally cappedat 10%. Direct ETHholdings are securely stored in cold storage. Futures contracts are typically rolled over during the last week of each month, though adjustments may be made based on prevailing market conditions. The fund rebalances monthly tomaintainthe 75/25 allocation, but the adviser may rebalance morefrequentlyduring periods of significant price volatility. The fund holds short-term US securities as collateral for itsfuturespositions.
Full EEE Calculator →Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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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.