THOR Financial Technologies Launches THOR Index Rotation ETF (THIR)
THOR Financial Technologies has launched the THOR Index Rotation ETF (NYSE Arca: THIR), a new fund designed to provide targeted exposure to U.S. large-cap equities while dynamically managing volatility. THIR aims to replicate the performance of the THOR SDQ Rotation Index, which evaluates trends and volatility in major U.S. stock indexes weekly.
The ETF employs a proprietary risk-on/risk-off strategy that adjusts allocations between the S&P 500, Dow Jones Industrial Average, and NASDAQ 100 indexes. During periods of significant market volatility, THIR can defensively raise cash or move entirely into money markets to help investors weather downturns.
THIR is an index-based ETF that seeks to invest at least 80% of its assets in securities within the Index. It rebalances weekly and rotates between growth and value stocks based on programmatic signals, offering automatic exposure adjustment without active management.
THOR Financial Technologies ha lanciato il THOR Index Rotation ETF (NYSE Arca: THIR), un nuovo fondo progettato per fornire un'esposizione mirata alle azioni di grosse capitalizzazioni statunitensi, gestendo dinamicamente la volatilità. Il THIR mira a replicare la performance del THOR SDQ Rotation Index, che valuta settimanalmente le tendenze e la volatilità nei principali indici azionari statunitensi.
L'ETF impiega una strategia proprietaria di rischio-on/rischio-off che regola le allocazioni tra l'S&P 500, il Dow Jones Industrial Average e il NASDAQ 100. Durante periodi di significativa volatilità di mercato, THIR può difensivamente aumentare la liquidità o spostarsi completamente nei mercati monetari per aiutare gli investitori a fronteggiare i ribassi.
THIR è un ETF basato su un indice che cerca di investire almeno l'80% dei suoi attivi in titoli all'interno dell'Indice. Si riequilibra settimanalmente e ruota tra azioni di crescita e di valore in base a segnali programmati, offrendo un adeguamento automatico dell'esposizione senza gestione attiva.
THOR Financial Technologies ha lanzado el THOR Index Rotation ETF (NYSE Arca: THIR), un nuevo fondo diseñado para proporcionar una exposición específica a las acciones de gran capitalización en EE.UU., gestionando dinámicamente la volatilidad. El THIR tiene como objetivo replicar el rendimiento del THOR SDQ Rotation Index, que evalúa semanalmente las tendencias y la volatilidad en los principales índices bursátiles estadounidenses.
El ETF emplea una estrategia propietaria de riesgo-on/riesgo-off que ajusta las asignaciones entre el S&P 500, el Dow Jones Industrial Average y el NASDAQ 100. Durante períodos de volatilidad significativa en el mercado, THIR puede defensivamente aumentar su liquidez o trasladarse completamente a los mercados monetarios para ayudar a los inversores a sobrellevar las caídas.
THIR es un ETF basado en un índice que busca invertir al menos el 80% de sus activos en valores dentro del Índice. Se rebalancea semanalmente y rota entre acciones de crecimiento y valor basado en señales programáticas, ofreciendo un ajuste automático de exposición sin gestión activa.
THOR Financial Technologies는 THOR 인덱스 로테이션 ETF (NYSE Arca: THIR)를 출시했습니다. 이는 미국 대형주에 대한 목표 노출을 제공하면서 변동성을 동적으로 관리하도록 설계된 새로운 펀드입니다. THIR은 주요 미국 주식 지수의 추세와 변동성을 매주 평가하는 THOR SDQ 로테이션 인덱스의 성과를 복제하는 것을 목표로 합니다.
이 ETF는 독자적인 리스크 온/리스크 오프 전략을 사용하여 S&P 500, 다우 존스 산업평균, NASDAQ 100 지수 간에 할당을 조정합니다. 시장의 변동성이 크게 발생하는 동안, THIR은 방어적으로 현금을 늘리거나 전적으로 머니 마켓으로 이동하여 투자자들이 하락을 견딜 수 있도록 돕습니다.
THIR은 지수 기반 ETF로, 자산의 최소 80%를 인덱스 내 증권에 투자하는 것을 목표로 합니다. 매주 리밸런싱을 하고 프로그램 신호에 따라 성장주와 가치주 간에 회전하며, 능동적 관리 없이 자동으로 노출을 조정합니다.
THOR Financial Technologies a lancé le THOR Index Rotation ETF (NYSE Arca: THIR), un nouveau fonds conçu pour fournir une exposition ciblée aux actions américaines de grande capitalisation tout en gérant dynamiquement la volatilité. Le THIR vise à répliquer la performance de l'indice THOR SDQ Rotation, qui évalue chaque semaine les tendances et la volatilité des principaux indices boursiers américains.
L'ETF utilise une stratégie propriétaire de risque-on/risque-off qui ajuste les allocations entre les indices S&P 500, Dow Jones Industrial Average et NASDAQ 100. Pendant les périodes de volatilité significative sur le marché, le THIR peut défensivement augmenter sa liquidité ou se déplacer complètement vers les marchés monétaires pour aider les investisseurs à faire face aux baisses.
THIR est un ETF basé sur un indice qui vise à investir au moins 80 % de ses actifs dans des titres au sein de l'indice. Il se rééquilibre chaque semaine et alterne entre actions de croissance et de valeur en fonction de signaux programmatiques, offrant un ajustement automatique de l'exposition sans gestion active.
THOR Financial Technologies hat den THOR Index Rotation ETF (NYSE Arca: THIR) lanciert, einen neuen Fonds, der darauf abzielt, gezielte Exposition gegenüber US-Aktien mit hoher Marktkapitalisierung zu bieten und gleichzeitig die Volatilität dynamisch zu steuern. THIR zielt darauf ab, die Performance des THOR SDQ Rotation Index zu replizieren, der wöchentlich Trends und Volatilität in den wichtigsten US-Aktienindizes bewertet.
Der ETF verwendet eine proprietäre Risiko-on/Risiko-off-Strategie, die die Allokationen zwischen den Indizes S&P 500, Dow Jones Industrial Average und NASDAQ 100 anpasst. In Zeiten signifikanter Marktvolatilität kann THIR defensiv Bargeld erhöhen oder vollständig in Geldmärkte wechseln, um den Anlegern zu helfen, Marktrückgänge zu überstehen.
THIR ist ein indexbasierter ETF, der anstrebt, mindestens 80 % seiner Mittel in Wertpapiere des Index zu investieren. Es wird wöchentlich umgeschichtet und wechselt basierend auf programmatischen Signalen zwischen Wachstums- und Value-Aktien, wobei eine automatische Anpassung der Exposition ohne aktive Verwaltung angeboten wird.
- Launch of a new ETF (THIR) providing targeted exposure to U.S. large-cap equities
- Proprietary risk-on/risk-off strategy to manage volatility
- Ability to defensively raise cash or move to money markets during market volatility
- Weekly rebalancing and dynamic rotation between growth and value stocks
- Transparent and easily explainable strategy for investors
- Potential for higher portfolio turnover due to weekly rebalancing
- Performance dependent on the effectiveness of the proprietary algorithm
Insights
The launch of the THOR Index Rotation ETF (THIR) represents an innovative approach to risk management in the ETF space. This product aims to address a key concern for many investors: how to stay invested in equities while mitigating downside risk. The ETF's dynamic allocation strategy between major U.S. indexes and cash alternatives is particularly noteworthy in today's volatile market environment.
THIR's weekly rebalancing and rules-based algorithm for index rotation could potentially offer more responsive risk management compared to traditional static allocation strategies. However, investors should be aware that frequent rebalancing may lead to higher trading costs and potential tax implications due to increased portfolio turnover.
The fund's ability to move entirely into money markets during periods of high volatility is a distinctive feature that could appeal to risk-averse investors. Yet, this defensive capability may also result in missed opportunities if markets rebound quickly. The transparency of the strategy and holdings is a positive aspect, potentially enhancing investor confidence and understanding.
While innovative, THIR will need to prove its effectiveness over time, especially in various market conditions. Investors should closely monitor its performance relative to both static index funds and other dynamic ETFs to assess its value proposition.
The introduction of THIR reflects a growing trend in the ETF market towards more sophisticated, rules-based strategies that aim to provide downside protection without sacrificing upside potential. This product is positioned at the intersection of passive and active management, potentially appealing to investors seeking a "set-it-and-forget-it" approach to risk management.
The ETF's focus on large-cap U.S. equities through major indexes like the S&P 500, Dow Jones Industrial Average and NASDAQ 100 provides broad market exposure, which could be attractive to both retail and institutional investors. The automatic rotation between growth and value stocks based on market signals is an interesting feature that may help the fund adapt to changing market leadership.
However, the success of THIR will largely depend on the effectiveness of its proprietary algorithm in accurately identifying market trends and volatility. The ETF market is highly competitive and THOR Financial Technologies will need to demonstrate consistent performance and risk mitigation to attract and retain assets.
Investors should also consider how this ETF fits into their overall portfolio strategy, as its dynamic nature may complicate traditional asset allocation models. The potential for the fund to be fully invested in money markets during volatile periods could impact long-term returns if used as a core equity holding.
New ETF programmatically shifts between major
THIR seeks to replicate the performance of the THOR SDQ Rotation Index (the “Index”), which evaluates trends and volatility in major
“We’re excited to introduce the THOR Index Rotation ETF to address the growing demand for investment solutions that prioritize risk management without sacrificing growth potential,” said Bradley Roth. “THIR seeks to provide a disciplined approach to staying invested in large-cap equities while automatically adjusting to changing market conditions and seeks to provide reduced downside participation. We’ve also designed the strategy and holdings to be simple and transparent — so much so that it is easily explainable to investors providing them with the knowledge and confidence to remain invested through market fluctuations.”
THIR is an index-based ETF that uses a replication strategy that seeks to invest at least
For more information about THIR, visit thorfunds.com.
About THOR Financial Technologies, LLC
THOR Financial Technologies, LLC provides investment solutions that deploys portfolios in a more intelligent way with a main focus on managing risk. THOR supports forward-thinking financial advisors and investors who believe cutting edge research is essential to access differentiated and productive investment technology.
An investor should consider the investment objectives, risks, charges, and expenses of the Fund(s) carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the Fund(s). You may obtain a prospectus and, if available, a summary prospectus by visiting thorfunds.com or calling 800-974-6964. Please read the prospectus or summary prospectus carefully before investing.
All investments are subject to risks, including the possible loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful.
Past performance is no guarantee of future results. The Fund is newly formed and has no operating history for investors to evaluate. The Fund may invest a significant portion of its assets in one or more sectors when attempting to track the Index and thus will be more susceptible to the risks affecting those sectors. The risk that if the Fund’s strategy for allocating assets among different assets classes does not work as intended, the Fund may not achieve its objective or may underperform other funds with the same or similar investment strategy. The Fund’s return may not match or achieve a high degree of correlation with the return of the Index.
The Fund will invest in large capitalization companies. The securities of such companies may underperform other segments of the market because such companies may be less responsive to competitive challenges and opportunities and may be unable to attain high growth rates during periods of economic expansion.
At any time, the Fund may have significant investments in cash or cash equivalents. When a substantial portion of a portfolio is held in cash or cash equivalents, there is the risk that the value of the cash account, including interest, will not keep pace with inflation, thus reducing purchasing power over time.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF's net asset value. Brokerage commissions and ETF expenses will reduce returns. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include authorized participant risk, ETF structure risk, index calculation agent risk, models and data risk, passive investment risk, portfolio turnover risk, securities market risk, and smaller fund risk. For a complete description of the Fund’s principal investment risks, please refer to the prospectus.
Indexes are unmanaged, do not incur management fees, costs, and expenses, and cannot be invested in directly. For more information on the indexes, please see the Glossary at www.thorfunds.com/glossary.
PINE Distributors LLC, Member FINRA is the distributor for the THOR Index Rotation ETF (THIR).
THOR Financial Technologies, LLC is the investment adviser to the THOR Index Rotation ETF and is not affiliated with PINE Distributors LLC.
THRFT-3847621-09/24
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Media
Gregory FCA on behalf of THOR Financial Technologies
thor@gregoryfca.com
Source: THOR Financial Technologies
FAQ
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