SOFX yields 38.42% · ADC yields 4.13%● Live data
📍 SOFX pulled ahead of the other in Year 1
Combined, SOFX + ADC cover 0 of 12 months — good coverage
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SOFX uses swap agreements to make bullish bets on SoFi Technologies, Inc. (SOFI) share price. SOFI is an American personal finance and financial technology company that provides various financial services. The fund seeks to maintain daily leveraged exposure equivalent to 200% of the daily percentage change in SOFI's share price through daily rebalancing. As a leveraged product, it is designed for short-term tactical use, not as a long-term investment vehicle. Returns may deviate from the expected 2x if held longer than a single day due to factors like volatility and compounding effects. This strategy is high-risk and does not incorporate a defensive position. SOFX could potentially lose value over time, even if SOFI's performance is strong. It is expected to invest in US Government securities, money market funds, short-term bond ETFs, and corporate debt as collateral.
Full SOFX Calculator →Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.
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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.