Roundhill HALO ETF · CBOE:LOHA
Roundhill HALO ETF — Roundhill Investments — Investor Presentation (March 2023)
9 slides from Roundhill HALO ETF's investor presentation, March 2023
Slide 1: The Roundhill MEME ETF
$MEME The Roundhill MEME ETF Investor Presentation March 2023
Slide 2: Foreside Fund Services, LLC: Distributor
Foreside Fund Services, LLC: Distributor Investors should consider the investment objectives, risk, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about The Roundhill MEME ETF please call 1-877-220-7649 or visit the website at
Slide 3: Table of Contents
Table of Contents Meme Stocks Explained The Rise of Retail Investors r/WallStreetBets Emergence of Social Investing Top Holdings Investor Presentation, March 2023 3
Slide 4: Meme Stocks Explained
Meme Stocks Explained Meme stocks are best de ned as equity securities of companies that exhibit a combination of elevated social media activity and high short interest, both of which are indicators of market sentiment. Investor Presentation, March 2023 4 fi
Slide 5: Rise of the Retail Investor
Rise of the Retail Investor Retail’s Percent of Total Equity Volume Over the past several years, retail trading volume has 22% grown noticeably as commission-free trading has become readily available from brokerages such as Robinhood. According to Bloomberg Intelligence, 16.5% retail accounted for 2
Slide 6: r/WallStreetBets
r/WallStreetBets Founded in 2012, WallStreetBets is a popular subreddit where users discuss stock and options trading. It is seen as one of the primary sources for outsized movements in meme stocks based on message activity and aggressive, speculative trading strategies. During the GameStop saga of
Slide 7: Emergence of Social Investing
Emergence of Social Investing As technology continues to advance in the digital age, not only has access to investing become easier for retail traders, but so has the ability to communicate with likeminded traders. Platforms such as Twitter, Reddit (r/WallStreetBets), Discord, and Stocktwits have be
Slide 8: ETF Top Holdings: MEME
ETF Top Holdings: MEME Alibaba NIO Inc Riot Platforms MicroStrategy Weight: 4.4% Weight: 4.3% Weight: 4.3% Weight: 4.2% Ticker: BABA Ticker: NIO Ticker: RIOT Ticker: MSTR Rivian Automotive First Republic Bank Block Inc AMC Entertainment Weight: 4.2% Weight: 4.2% Weight: 4.2% Weight: 4.1% Ticker: RIV
Slide 9: MEME — The Roundhill MEME ETF
Risk Disclosure: The case study commentaries provided is for informational purposes only and is not an endorsement of any investment or security. The views expressed herein are subject to change and do not constitute investment advice or a recommendation regarding any speci c product or security. ME
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