Secured Options Portfolio Fund Quote

GTSOX Fund  USD 13.93  0.01  0.07%   

Performance

31 of 100

 
Low
 
High
Very Strong

Odds Of Distress

Less than 24

 
100  
 
Zero
Low
Secured Options is trading at 13.93 as of the 28th of March 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 13.92. Secured Options has about a 24 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat very strong performance during the last 90 days. Equity ratings for Secured Options Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
Under normal market circumstances, at least 80 percent of the value of the Portfolios total assets will be subject to secured option strategies, which are written covered call andor secured put options on stock index ETFs, stock indices andor individual stocks held by the Portfolio.. More on Secured Options Portfolio

Moving together with SECURED Mutual Fund

  1.0GLSOX Secured Options PortfolioPairCorr
  0.97NOVIX Glenmede InternationalPairCorr
  0.96GWILX Woman In LeadershipPairCorr
  0.9GQLVX Quantitative U SPairCorr
  0.88GQSCX Quantitative U SPairCorr
  0.84GHYMX High Yield MunicipalPairCorr
  0.96GTAPX Longshort PortfolioPairCorr

Moving against SECURED Mutual Fund

  0.46GTCGX Core Fixed IncomePairCorr

SECURED Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Secured Options' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Secured Options or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationGlenmede Funds, Large Growth Funds, Options Trading Funds, Options Trading, Glenmede, Large Blend, Options Trading (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Secured Options Portfolio [GTSOX] is traded in USA and was established 28th of March 2024. Secured Options is listed under Glenmede category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Glenmede family. This fund currently has accumulated 525.3 M in assets under management (AUM) with no minimum investment requirementsSecured Options Portfolio is currently producing year-to-date (YTD) return of 2.96%, while the total return for the last 3 years was 5.36%.
Check Secured Options Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SECURED Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SECURED Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Secured Options Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Secured Options Portfolio Mutual Fund Constituents

SPYSPDR SP 500EtfLarge Blend
VOOVanguard SP 500EtfLarge Blend
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Secured Options Target Price Odds Analysis

Based on a normal probability distribution, the odds of Secured Options jumping above the current price in 90 days from now is roughly 2.28%. The Secured Options Portfolio probability density function shows the probability of Secured Options mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Secured Options has a beta of 0.1156. This usually indicates as returns on the market go up, Secured Options average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Secured Options Portfolio will be expected to be much smaller as well. Additionally, secured Options Portfolio has an alpha of 0.0255, implying that it can generate a 0.0255 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 13.93HorizonTargetOdds Above 13.93
97.57%90 days
 13.93 
2.28%
Based on a normal probability distribution, the odds of Secured Options to move above the current price in 90 days from now is roughly 2.28 (This Secured Options Portfolio probability density function shows the probability of SECURED Mutual Fund to fall within a particular range of prices over 90 days) .

Secured Options Top Holders

QALTXQuantified Alternative InvestmentMutual FundMacro Trading
QALAXQuantified Alternative InvestmentMutual FundMacro Trading
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Secured Options Portfolio Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Secured Options market risk premium is the additional return an investor will receive from holding Secured Options 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 Secured Options. 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 Secured Options' alpha and beta are two of the key measurements used to evaluate Secured Options' performance over the market, the standard measures of volatility play an important role as well.

Secured Options Against Markets

Picking the right benchmark for Secured Options mutual fund 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 Secured Options mutual fund 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 Secured Options is critical whether you are bullish or bearish towards Secured Options Portfolio at a given time. Please also check how Secured Options' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Secured Options 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.

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How to buy SECURED Mutual Fund?

Before investing in Secured Options, 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 Secured Options. To buy Secured Options fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Secured Options. 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 Secured Options fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Secured Options Portfolio fund 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 Secured Options Portfolio fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Secured Options Portfolio, 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 fund 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.

Already Invested in Secured Options Portfolio?

The danger of trading Secured Options Portfolio is mainly related to its market volatility and Mutual Fund 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 Secured Options 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 Secured Options. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Secured Options Portfolio 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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Secured Options Portfolio. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

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When running Secured Options' price analysis, check to measure Secured Options' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Secured Options is operating at the current time. Most of Secured Options' value examination focuses on studying past and present price action to predict the probability of Secured Options' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Secured Options' price. Additionally, you may evaluate how the addition of Secured Options to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Secured Options' value and its price as these two are different measures arrived at by different means. Investors typically determine if Secured Options is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Secured Options' 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.