AGRBOX Agri-Business Opportunities Portfolio

Objective

The trust seeks to provide capital appreciation. There is no assurance the trust will achieve its objective.

Strategy Description

The trust seeks to provide capital appreciation by investing in a diversified portfolio of common stocks of companies involved in aspects of the agriculture industry. Eugene E. Peroni, Jr. of Peroni Portfolio Advisors, Inc. (the “Portfolio Consultant”) selected the trust’s portfolio through the application of his proprietary method of technical analysis, the Peroni Method®, and consideration of investment opportunities under the agriculture theme. Mr. Peroni focused mainly on companies that derive a substantial portion of their revenues from agriculture-related businesses; however, the portfolio may include other issuers related to or involved in the agriculture industry. These may include companies that derive a substantial portion of their revenue from agriculture and food products, agricultural inputs and agricultural machinery.

Summary Data

Label Value
Symbol AGRBOX
Status
Sponsor
Series Series 2020-1
Asset Class
Investment Strategy/Goal
Investment Type/Style