Spinnaker Etf Series Etf Profile
| TWIO Etf | USD 8.79 0.05 0.57% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Spinnaker ETF is selling at 8.79 as of the 28th of April 2024; that is -0.57 percent decrease since the beginning of the trading day. The etf's open price was 8.84. Spinnaker ETF has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Spinnaker ETF Series are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 28th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a combination of domestic preferred securities, income producing fixed income securities, and income producing common stocks. Spinnaker Trajan is traded on NYSEARCA Exchange in the United States. More on Spinnaker ETF Series
Moving together with Spinnaker Etf
| 0.79 | AOM | iShares Core Moderate | PairCorr |
| 0.67 | HNDL | Strategy Shares Nasdaq | PairCorr |
| 0.77 | RPAR | RPAR Risk Parity | PairCorr |
| 0.75 | AOK | iShares Core Conservative | PairCorr |
| 0.63 | DSCF | Discipline Fund ETF | PairCorr |
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RefreshSpinnaker Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Spinnaker ETF's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Spinnaker ETF or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Asset Allocation ETFs, Target Outcome ETFs, Moderately Conservative Allocation, Nottingham (View all Sectors) |
| Issuer | Trajan Wealth |
| Inception Date | 2019-07-22 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 32.64 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Nottingham Company |
| Advisor | OBP Capital, LLC |
| Custodian | Clear Street, LLC |
| Distributor | Capital Investment Group, Inc. |
| Portfolio Manager | Sterling Russell, Udayan Mitra |
| Transfer Agent | Nottingham Shareholder Services, LLC |
| Fiscal Year End | 30-Sep |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 58.0 |
| Market Maker | Flow Traders |
| Total Expense | 2.72 |
| Management Fee | 0.55 |
| Country Name | USA |
| Returns Y T D | 0.94 |
| Name | Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF |
| Currency Code | USD |
| Open Figi | BBG00ZVX74W4 |
| In Threey Volatility | 10.63 |
| 1y Volatility | 9.94 |
| 200 Day M A | 8.6783 |
| 50 Day M A | 8.8939 |
| Code | TWIO |
| Updated At | 27th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.17) |
| Type | ETF |
Spinnaker ETF Series [TWIO] is traded in USA and was established 2021-03-31. The fund is listed under Moderately Conservative Allocation category and is part of Nottingham family. The entity is thematically classified as Asset Allocation ETFs. Spinnaker ETF Series at this time have 25.17 M in assets. , while the total return for the last 3 years was -0.7%.
Check Spinnaker ETF Probability Of Bankruptcy
Spinnaker ETF Series Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Spinnaker ETF market risk premium is the additional return an investor will receive from holding Spinnaker ETF long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Spinnaker ETF. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Spinnaker ETF's alpha and beta are two of the key measurements used to evaluate Spinnaker ETF's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0085 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.1) | |||
| Sortino Ratio | (0.09) |
Spinnaker ETF Against Markets
Picking the right benchmark for Spinnaker ETF etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Spinnaker ETF etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Spinnaker ETF is critical whether you are bullish or bearish towards Spinnaker ETF Series at a given time. Please also check how Spinnaker ETF's historical prices are related to one of the top price index indicators.
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Be your own money manager
Our tools can tell you how much better you can do entering a position in Spinnaker ETF without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Spinnaker Etf?
Before investing in Spinnaker ETF, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Spinnaker ETF. To buy Spinnaker ETF etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Spinnaker ETF. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Spinnaker ETF etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Spinnaker ETF Series etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Spinnaker ETF Series etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Spinnaker ETF Series, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Spinnaker Etf please use our How to Invest in Spinnaker ETF guide.
Already Invested in Spinnaker ETF Series?
The danger of trading Spinnaker ETF Series is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Spinnaker ETF is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Spinnaker ETF. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Spinnaker ETF Series is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Spinnaker ETF Series offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Spinnaker ETF's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Spinnaker Etf Series Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Spinnaker Etf Series Etf: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Spinnaker ETF Series. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of Spinnaker ETF Series is measured differently than its book value, which is the value of Spinnaker that is recorded on the company's balance sheet. Investors also form their own opinion of Spinnaker ETF's value that differs from its market value or its book value, called intrinsic value, which is Spinnaker ETF's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Spinnaker ETF's market value can be influenced by many factors that don't directly affect Spinnaker ETF's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Spinnaker ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if Spinnaker ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Spinnaker ETF's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.