STRN yields 0.20% · BTI yields 5.40%● Live data
📍 BTI pulled ahead of the other in Year 1
Combined, STRN + BTI cover 0 of 12 months — good coverage
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STRN is actively managed with exposure to large-cap companies listed on US exchanges. The investment universe begins with the 800 largest US equities, then narrowing it to the top 50% based on stock price momentum and intrinsic value analysis. Using proprietary quantitative ranking, the top 25% are further filtered by historical price momentum and performance trends. The final portfolio comprises 25 stocks weighted by market-cap, with individual positions capped at 8% and a minimum 1% position size. Sector exposure is limited to 30%. The fund utilizes third-party tools, public data, and industry trends to optimize risk-return characteristics in the aim of providing returns that may exceed those of the S&P 500 Index. Positions are reassessed monthly.
Full STRN Calculator →British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.
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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.