LQPE yields 0.28% · PM yields 3.48%● Live data
📍 PM pulled ahead of the other in Year 1
Combined, LQPE + PM cover 0 of 12 months — good coverage
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LQPE seeks to outperform the public equity markets by replicating traditional private equity (PE) funds focused on leveraged buyouts. The actively managed portfolio comprises 70-80% equity securities and 20-30% derivatives. The funds equity component consists of US-listed stocks of any market size that mirror the industries and company characteristics typically targeted by PE funds. Securities are selected based on the sub-advisers analysis of PE data and its proprietary models. The funds dividend component includes futures contracts and futures-related instruments designed to increase equity exposure and reduce downside volatility relative to public equity markets. LQPE gains exposure to futures contracts and other derivative instruments either directly or indirectly by investing up to 25% of its assets in a wholly owned Cayman Islands subsidiary. Lastly, the fund invests in cash, short-term US Treasury securities, money market funds, and cash equivalents to serve as collateral.
Full LQPE Calculator →Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.
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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.