Portfolio (Quarterly)
Guide ↗
Deane Retirement Strategies, Inc.
· CIK 0001659346| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SDMF | SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF | — | 176.0 | $5K | 0.00% | NEW | — | $25.63 | +2.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
25.4%
Technology
18.4%
Basic Materials
11.4%
Healthcare
11.4%
Energy
10.7%
Consumer Defensive
6.4%
Industrials
6.3%
Communication Services
6.0%
Consumer Cyclical
4.1%