LITX yields 6.84% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 1
Combined, LITX + FCPT cover 0 of 12 months — good coverage
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LITX uses swap agreements and listed call options to make bullish bets on the share price of Lumentum Holdings, Inc. (NASDAQ: LITE). The fund may also invest directly in LITE. The company engages in the provision of optical and photonic products, operating through the Cloud and Networking, and Industrial Tech segments. The fund seeks to maintain daily leveraged exposure equivalent to 200% of the daily percentage change in LITE price through daily rebalancing. Returns may deviate from the expected 200% if held for longer than a single day due to factors such as volatility and compounding. The fund expects to invest in US Government securities, money market funds, short-term bond ETFs, and corporate debt as collateral.
Full LITX Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
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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.