2ndVote Life Neutral Plus ETF (CBOE: LYFE)
CUSIP: 81386P108
Expense ratio: 0.75%
Prospectus is here.
2ndVote Society Defended ETF (CBOE: EGIS)
CUSIP: 81386P306
Expense ratio: 0.75%
Adviser: 2nd Vote Advisers LLC (2V)
"Go beyond the ballot"
"Join our effort in exposing corporations and organizations that are funding liberal advocacy."
Sub-adviser: Laffer Tengler Investments, Inc. (LTI)
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Investment Strategies
In summary, two-step process of proprietary scoring developed by 2ndVote, scoring US companies based on their pro-life activism or 2nd amendment activism, top down and bottom up analysis by LTI.
2ndVote Scale:
1. Liberal
Demonstrates strong or direct monetary and/or advocacy support for liberal values and organizations.
2. Lean Liberal
Demonstrates moderate or indirect monetary and/or advocacy support for liberal values and organizations.
3. Neutral
Absence of any social/political advocacy or monetary support, or otherwise no information was found.
4. Lean Conservative
Demonstrates moderate or indirect monetary and/or advocacy support for conservative values and organizations.
5. Conservative
Demonstrates strong or direct monetary and/or advocacy support for conservative values and organizations
2ndVote Life Neutral Plus ETF (CBOE: LYFE)
1. US companies with market capitalization greater than $2Billion
2. 2V's Life Score greater than 3 (out of 5)
3. Relative Dividend Yield screen (vs S&P500)
4. Relative Price to Sales Ratio screen (vs S&P500)
5. LTI proprietary research process, qualitative and quantitative screens:
Qualitative Factors:
- Catalyst for Outperformance
- Franchise Value & Market Growth
- Top Management/Board of Directors
Quantitative Factors:
- Sales/Revenue Growth
- Operating Margins
- Relative P/E
- Positive Free Cash Flow
- Dividend Coverage/Growth
- Asset Turnover Ratio
- Use of Cash (buyback, debt, dividend)
- Leverage
- Financial Risk
2ndVote Society Defended ETF (CBOE: EGIS)
1. US companies with market capitalization greater than $2Billion
2. 2V's 2nd Amendment Score greater than 3 (out of 5)
3. Relative Dividend Yield screen (vs S&P500)
4. Relative Price to Sales Ratio screen (vs S&P500)
5. LTI proprietary research process, qualitative and quantitative screens:
Qualitative Factors:
- Catalyst for Outperformance
- Franchise Value & Market Growth
- Top Management/Board of Directors
Quantitative Factors:
- Sales/Revenue Growth
- Operating Margins
- Relative P/E
- Positive Free Cash Flow
- Dividend Coverage/Growth
- Asset Turnover Ratio
- Use of Cash (buyback, debt, dividend)
- Leverage
- Financial Risk
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