AdvisorShares Focus Equity ETF (CWS)

I want to wish everyone a happy Thanksgiving!

I also want to remind you that the end of the year is approaching, and that’s when we’ll make changes to the Buy List. That’s the only time we touch the portfolio. As we’ve done for the past 13 years, five new stocks will go in, and five old stocks will go out.

If you’re a shareholder of the AdvisorShares Focus Equity ETF (CWS), there’s no need to worry; the changes will happen automatically inside each of your shares.

If you’re not a shareholder yet, this is also a great time to consider CWS for your portfolio. The ETF is designed to mimic our Buy List, and it’s been doing well lately, but we need your support. The net value is now up to $14.3 million which is nearly halfway to our goal of $30 million. For those who have joined us, thank you!

We’re still a small rowboat in the ocean of Wall Street, but we’re clearly making a difference. We were the first ETF to use a fulcrum fee, and now the big fund families are following our lead. It’s about time Wall Street put the interests of shareholders first.

CWS is now in its third year of operations. We started at $25 per share, and a few weeks ago, we got as high as $34.75 per share. Plus, we’ve been holding up well during the market’s recent turmoil.*

A few things to remember.

First, CWS is completely transparent. Just 25 stocks, and you know what’s in it all the time.

Second, we have low turnover. We trade just once a year.

Finally, the newsletter keeps you abreast of important news regarding the Buy List.

There’s no product quite like this on all of Wall Street. Please continue to support CWS and help us change the investing world for the better!

Eddy

* Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. For the standardized performance and most recent month end performance, click https://www.advisorshares.com/fund/cws.

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at www.AdvisorShares.com. Please read the prospectus carefully before you invest.

Foreside Fund Services, LLC, distributor.

There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. The prices of equity securities rise and fall daily. These price movements may result from factors affecting individual issuers, industries or the stock market as a whole. Shares of the Fund may trade above or below their net asset value (“NAV”). The trading price of the Fund’s shares may deviate significantly from their NAV during periods of market volatility. There can be no assurance that an active trading market for the Fund’s shares will develop or be maintained. In addition, equity markets tend to move in cycles which may cause stock prices to fall over short or extended periods of time. Other Fund risks include market risk, liquidity risk, large cap, mid cap, and small cap risk. Please see prospectus for details regarding risk.

Shares are bought and sold at market price not net asset value (NAV) and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00 pm Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.

Posted by on November 20th, 2018 at 9:30 am


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.