TOAK yields 6.99% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 1
Combined, TOAK + FCPT cover 0 of 12 months — good coverage
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What's the optimal mix of TOAK + FCPT for your $10,000?
TOAK seeks to provide capital appreciation, with reduced price volatility. The portfolio is actively managed and traded, using defined risk options with a short duration of zero to one year. Define risk options are those in which the maximum loss for any option during the expiry period is no more than the premium invested. An option position pairing strategy is employed to reduce risk. The fund does not use leverage or naked option writing. However, option contracts may be exchanged-listed, over-the-counter (OTC), or FLEX options. The use of OTC options exposes investors to counter-party risk. Based on the portfolio managers assessment of current economic and market conditions, along with existing holdings, the fund may invest in long calls, long puts, debit spreads or a combination of these strategies. In choosing positions for the portfolio, TOAK managers consider price, liquidity, duration, and risk into consideration.
Full TOAK 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.