ISBG yields 4.03% · JNJ yields 2.13%● Live data
📍 JNJ pulled ahead of the other in Year 9
Combined, ISBG + JNJ cover 0 of 12 months — good coverage
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ISBG seeks total return by offering simultaneous leveraged exposure to bitcoin and gold, targeting a beta of approximately 1.0 for each. It combines the returns from both beta strategies while seeking to generate income through an options premium strategy overlay. To reach its target beta levels, the fund invests in bitcoin futures, ETFs, ETPs, and options on bitcoin indices, alongside gold futures, ETFs, ETPs, and derivatives. It uses leverage to stack the total return of its bitcoin holdings with the returns of its gold strategy. Essentially, every $1 investment is $1 exposure to bitcoin and $1 to gold. Futures contracts are rolled over regularly to maintain exposure. Collateral investments, including US Treasury bills, money market funds, and cash equivalents, typically comprise 10% to 65% of net assets. The funds realized beta generally ranges between 0.8 and 1.2 for each asset class due to fluctuations. It may also invest up to 25% in a wholly owned Cayman Islands subsidiary.
Full ISBG Calculator →Johnson & Johnson, together with its subsidiaries, researches and develops, manufactures, and sells various products in the healthcare field worldwide, but strategically separated its Consumer Health business into Kenvue Inc. in 2023 to focus on its higher-growth, innovation-driven segments; the former Consumer Health brands (including TYLENOL, LISTERINE, and BAND-AID) are now owned by Kenvue. The company's core focus is now split between its Innovative Medicine (formerly Pharmaceutical) segment, which offers prescription products for complex diseases such as rheumatoid arthritis, various cancers, HIV/AIDS, and neurodegenerative disorders; and its MedTech (Medical Devices) segment, which provides advanced technology solutions including electrophysiology products, neurovascular care products, orthopaedics (hips, knees, spine), advanced surgery solutions, and disposable contact lenses under the ACUVUE brand. Company's two remaining segments primarily serve hospitals, healthcare professionals, wholesalers, and retailers, continuing its mission of advancing human health since its founding in 1886 and its current basing in New Brunswick, 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.