FCTE yields 0.09% · STAG yields 3.44%● Live data
📍 FCTE pulled ahead of the other in Year 1
Combined, FCTE + STAG cover 0 of 12 months — good coverage
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What's the optimal mix of FCTE + STAG for your $10,000?
FCTE aims to beat the S&P 500 throughout complete market cycles by targeting companies believed to be the most promising. Typically, holdings comprise around 20 domestic large-cap stocks drawn from the S&P 500 index. Portfolio selection is based on the Full-Cycle Trend (FCT) strategy, which evaluates stocks based on quality metrics and trend factors like return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression, and trend analysis. Each month, a model portfolio is created and published. The adviser uses this portfolio to update the funds holdings monthly according to this model while retaining discretion for additional adjustments and potential deviations due to regulatory compliance or unusual stock volatility. The fund may engage in active and frequent trading.
Full FCTE Calculator →STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.
Full STAG Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.