Lionshares U.S. Equity Total Return ETF
TOT — ETF
Graham: 0
Buffett: 0
Lynch: 0
The fund is actively managed and seeks to achieve its investment objective by investing generally in ETFs that seek to track the broad U.S. equity market. The fund invests in such ETFs in a manner intended to minimize the fund’s need to make distributions.
Price ?
21.72
Market Cap ?
-
P/E ?
26.57
P/B ?
-
Div Yield ?
-
52W Range ?
20.02 - 21.86
200W MA ?
-
0
Graham-style buying rate (0-100)
Criteria breakdown
- ? Low expense ratio
What is evaluated (Graham):
- Valuation discipline and buying below intrinsic value.
- Financial resilience: liquidity and prudent leverage.
- Consistent dividends and earnings over long horizons.
"The intelligent investor is a realist who sells to optimists and buys from pessimists." — Benjamin Graham
0
Buffett-style buying rate (0-100)
Criteria breakdown
- ? Low expense ratio
- ? Broad diversification (>100 holdings)
What is evaluated (Buffett):
- Durable advantages: high ROE, healthy margins.
- Balance discipline and shareholder friendly capital use.
- Positive free cash flow and efficient reinvestment.
"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price." — Warren Buffett
0
Lynch-style buying rate (0-100)
Criteria breakdown
What is evaluated (Lynch):
- Growth at a reasonable price (PEG and EPS CAGR).
- Durable earnings with limited drawdowns.
- Conservative balance sheet and baseline profitability.
"Know what you own, and know why you own it." — Peter Lynch