Portfolio (Quarterly)
Guide ↗
BANK OF MONTREAL /CAN/
· CIK 0000927971| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | SVM PUT | SILVERCORP METALS INC | Basic Materials | 100 | $1K | — | SOLD |
| 322 | BMBL PUT | BUMBLE INC | Technology | 200 | $652.0 | — | SOLD |
| 323 | UXRP | PROSHARES TR | — | 100 | $369.0 | — | SOLD |
| 324 | CRAK | VANECK ETF TRUST | — | 7 | $346.0 | — | SOLD |
| 325 | — PUT | ENCORE ENERGY CORP | — | 100 | $181.0 | — | SOLD |
| 326 | PLTZ | TIDAL TRUST II | — | 6 | $175.0 | — | SOLD |
Sector Allocation
Financial Services
29.8%
Technology
23.9%
Communication Services
8.8%
Energy
7.3%
Consumer Cyclical
6.7%
Industrials
6.6%
Healthcare
5.1%
Basic Materials
4.6%
Utilities
3.2%
Consumer Defensive
3.1%