Monday, November 16, 2020

New ETF sponsor to list Pro-Life and 2nd Amendment ETFs this week

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%
Prospectus is here.

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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