Privilege Equity Management

Financial Markets. Capital. Notes.

 


The Whitney Stapleton Fund is an actively managed growth and income financial fund. This blended fund uses several types of conventional investment instruments including equities, equity options, futures, futures options, commodities, and currencies. The composition of the fund and its distribution between asset types including short "hedging" varies based upon economic circumstances and market opportunity.

At this time "exotics" or "alternatives" such as swaps are not considered.

SOME EXAMPLES OF THE TYPES OF INSTRUMENTS THE FUND HOLDS ARE PRESENTED FOR ILLUSTRATION. AS THIS LIST IS INCOMPLETE, IT IS BY NO MEANS A PROSPECTUS.

Common Stock

Common stock or equities are often the core of a portfolio. Traditionally, they represent a stake in the ownership of a business operation.

Equities are powerful enough that they can gernerate loans in cash to do with as one pleases and this fund uses this for liquidity such as redemptions (withdrawal of client funds) or exploiting short-term opportunities.

Throughout these position listings, a sympol may be selected to get independent analyses of a holding. Further, a symbol highlighted in
RED
indicates the portfolio is short that specific issue.

Common Stock

Symbol Description
ARR Armour Residential REIT, Inc.
CAG ConAgra Foods, Inc.
CEQP Crestwood Equity Partners LP
CLNE Clean Energy Fuels Corp.
CPLP Capital Product Partners LP
F Ford Motor Company
FCX Freeport-McMoRan Inc.
HBAN Huntington Bancshares Incorporated
KMI Kinder Morgan, Inc.
NKA Niska Gas Storage Partners LLC
ORC Orchid Island Capital, Inc.
PER SandRidge Permian Trust
SFL Ship Finance Internatinoal
VIVHY Vivendi SA

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Mutual, Exchange-Traded, and Other Funds

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Fund

Symbol Description
AGD Alpine Global Dynamic Dividend Fund
FULL Full Circle Capital Corporation
GOF Guggenheim Strategic Opportunities Fund
GSG iShares S&P GSCI Commodity-Indexed Trust
SDIV Global X SuperDividend ETF

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Energy, Natural Resources, and Raw Materials

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Symbol Description
GDX Market Vectors Gold Miners ETF
GLD SPDR Gold Shares
PPLT ETFS Physical Platinum Shares
SLV iShares Silver Trust

[Most Recent Quotes from www.kitco.com]

 
Traditionally raw materials are for building and more. Today they are an alternative to currencies. Physical ones are harder to trade, but they are security. The ETFs are easy to trade, but they fundamentally depend upon a well-regulated electronic market and the DTCC. In theory the ETFs mirror their holdings in actual physical storage. In faith.

Debt Instruments

Some examples are enumerated in Notes


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