In an effort to expand the range of evidence-based research and investment tools available to Fundstrat clients, Fundstrat Capital LLC has filed a preliminary prospectus for the Fundstrat Granny Shots U.S. Large Cap ETF in collaboration with Tidal Financial Group (as of July 2024).

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Granny Shots FAQ

SMID Granny Shots Performance

Nothing speaks louder in the world of investing than performance. Basketball metaphors aside, our investing product is delivering superior returns to our subscribers. It has consistently outperformed S&P 500. Our ‘SMID Granny Shots’ stock picking product is a tangible way to outperform the market without the mountains of work required to evaluate individual stocks. We’re happy to do it for you.

The criteria for stock selection is pretty simple for a product with such significant outperformance; we pick stocks that appear in more than one of our six tactical and strategic thematic investing portfolios. We update performance and selections quarterly. We believe that the efficacy of our methodology for portfolio-selection speaks for itself and is well-worth the cost of subscribing to SMID Granny Shots insight.

*Take note that the performance is calculated at the end of every market close.
*Past performance does not guarantee future returns.

SMID Granny Shots Performance Since Rebalance

S&P 500 ( SPX )
Increased by 8.15%
SMID Grannies
Increased by 19.17%
SMID Grannies vs Index
Increased by 11.02%

Performance period: July 16, 2024 through November 22, 2024

Year to Date SMID Granny Shots Performance

S&P 500 ( SPX )
Increased by 23.10%
SMID Grannies
Increased by 49.81%
SMID Grannies vs Index
Increased by 26.71%

Performance period: January 01, 2024 through November 22, 2024

Inception to Date SMID Granny Shots Performance
( January 16, 2024 )

S&P 500 ( SPX )
Increased by 23.10%
SMID Grannies
Increased by 49.81%
SMID Grannies vs Index
Increased by 26.71%

Performance period: January 16, 2024 through November 22, 2024

SMID Granny Shots Performance Since Rebalance

  • SMID Grannies
  • S&P 500

Performance period: July 16, 2024 through November 22, 2024

Year to Date SMID Granny Shots Performance

Performance period: January 01, 2024 through November 22, 2024

Inception to Date SMID Granny Shots Performance
( 16 of January 2024 )

Performance period: January 16, 2024 through November 22, 2024

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