Key stats
About Tidal ETF Trust FIRE Funds Wealth Builder ETF
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Inception date
Nov 18, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
Tidal Investments LLC
Distributor
Foreside Fund Services LLC
FIRS is an actively managed fund-of-funds that seeks long-term capital appreciation through a narrow portfolio of underlying ETFs, each representing a distinct economic regime: Prosperity (equity ETFs), Recession (low-volatility, long/short, alternative ETFs), Inflation (commodity, real estate ETFs), and Deflation (fixed income ETFs). This aligns with the early retirement goals of the FIRE movement, particularly the wealth accumulation phase, which focuses on disciplined wealth building, reducing expenses, increasing income, and maximizing contributions to retirement accounts. To construct the portfolio, the fund adviser utilizes asset class benchmarks, qualitative and quantitative evaluation processes, as well as an optimization process focused on fundamental factors. The final portfolio consists of 10 to 25 underlying ETFs, with each regime comprising 25% of the fund.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.60%
Mutual fund0.40%
Cash0.00%
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