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QYLD

Horizons NASDAQ-100 Covered Call ETF

Qyld

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Summary

The investment seeks to provide investment results that closely correspond, before fees and expenses, generally to the price and yield performance of the CBOE NASDAQ-100 BuyWrite V2 Index. The fund will invest at least 80% of its total assets in common stocks of the companies included in the NASDAQ-100 Index ("80% Policy"). The CBOE NASDAQ-100® BuyWrite Index is a benchmark index that measures the performance of a theoretical portfolio that holds a portfolio of the stocks included in the NASDAQ-100® Index, and "writes" (or sells) a succession of one-month at-the-money NASDAQ-100 Index covered call options. It is non-diversified.

Market Cap: 19.9 Million

Primary Exchange: NASDAQ Global Market

Website: http://www.reconfunds.com

Shares Outstanding: 800 Thousand

Float: 800 Thousand

Dividend: 1.8972 (7.63%)

Beta: 0.576339

Sector:

Industry:

Short Interest (): 0

Ethical Flags

Gambling

Longest drawdown: 1387 trading days

From: 2014-03-18 To: 2019-09-13

Lowest Point:

5%+ Dividend Yield Portfolio: Coping With Existential Dread (May 2019 Review)

via: SeekingAlpha at 2019-06-05 08:40:10:000

Musings May was a particularly weird month in a weird period for the markets (though I suppose that could be said about most times). The furious rally from the December 2018 lows (spurred by the narratives of a cool-headed Fed and Administration) fizzled spectacularly against the realities… read more...

5%+ Dividend Yield Portfolio: Coping With Existential Dread (May 2019 Review)

via: SeekingAlpha at 2019-06-05 08:40:10:000

Musings May was a particularly weird month in a weird period for the markets (though I suppose that could be said about most times). The furious rally from the December 2018 lows (spurred by the narratives of a cool-headed Fed and Administration) fizzled spectacularly against the realities… read more...

5%+ Dividend Yield Portfolio: Coping With Existential Dread (May 2019 Review)

via: SeekingAlpha at 2019-06-05 08:40:10:000

Musings May was a particularly weird month in a weird period for the markets (though I suppose that could be said about most times). The furious rally from the December 2018 lows (spurred by the narratives of a cool-headed Fed and Administration) fizzled spectacularly against the realities… read more...

ETF Month No. 3: 11%-Yielding QYLD, An ETF Alternative To QQQX

via: SeekingAlpha at 2019-05-15 04:23:00:000

This article was first released to CEF/ETF Income Laboratory subscribers three weeks ago, so data may be out of date. Please check latest data before making investment decisions. During " ETF Month , " I will focus on profiling different exchange-traded funds. Some of these will be i… read more...

ETF Month No. 3: 11%-Yielding QYLD, An ETF Alternative To QQQX

via: SeekingAlpha at 2019-05-15 04:23:00:000

This article was first released to CEF/ETF Income Laboratory subscribers three weeks ago, so data may be out of date. Please check latest data before making investment decisions. During " ETF Month , " I will focus on profiling different exchange-traded funds. Some of these will be i… read more...

ETF Month No. 3: 11%-Yielding QYLD, An ETF Alternative To QQQX

via: SeekingAlpha at 2019-05-15 04:23:00:000

This article was first released to CEF/ETF Income Laboratory subscribers three weeks ago, so data may be out of date. Please check latest data before making investment decisions. During " ETF Month , " I will focus on profiling different exchange-traded funds. Some of these will be i… read more...

5%+ Dividend Yield Portfolio: The Number Of Stocks To Own (Apr 2019 Review)

via: SeekingAlpha at 2019-05-05 08:44:46:000

Musings More than any single topic, I get a LOT of comments on my articles about ideal portfolio size (the age old concentration vs. diversification debate). This is especially true of my extensive ETF holdings (about 50% of my total assets) where I own small pieces of … read more...

5%+ Dividend Yield Portfolio: The Number Of Stocks To Own (Apr 2019 Review)

via: SeekingAlpha at 2019-05-05 08:44:46:000

Musings More than any single topic, I get a LOT of comments on my articles about ideal portfolio size (the age old concentration vs. diversification debate). This is especially true of my extensive ETF holdings (about 50% of my total assets) where I own small pieces of … read more...

5%+ Dividend Yield Portfolio: The Number Of Stocks To Own (Apr 2019 Review)

via: SeekingAlpha at 2019-05-05 08:44:46:000

Musings More than any single topic, I get a LOT of comments on my articles about ideal portfolio size (the age old concentration vs. diversification debate). This is especially true of my extensive ETF holdings (about 50% of my total assets) where I own small pieces of … read more...

Global X Expands its Suite of Covered Call Strategies with the Launch of the Russell 2000 Covered Call ETF

via: PR Newswire at 2019-04-22 06:13:00:000

NEW YORK , April 22, 2019 /PRNewswire/ -- Global X ETFs, the New York based provider of exchange traded funds, today announced that it has launched the Global X Russell 2000 Covered Call ETF (Cboe: RYLD) , designed to track the Cboe Russell 2000 BuyWrite Index. The fund gains exposure … read more...

Global X Expands its Suite of Covered Call Strategies with the Launch of the Russell 2000 Covered Call ETF

via: PR Newswire at 2019-04-22 06:13:00:000

NEW YORK , April 22, 2019 /PRNewswire/ -- Global X ETFs, the New York based provider of exchange traded funds, today announced that it has launched the Global X Russell 2000 Covered Call ETF (Cboe: RYLD) , designed to track the Cboe Russell 2000 BuyWrite Index. The fund gains exposure … read more...

Global X Expands its Suite of Covered Call Strategies with the Launch of the Russell 2000 Covered Call ETF

via: PR Newswire at 2019-04-22 06:13:00:000

NEW YORK , April 22, 2019 /PRNewswire/ -- Global X ETFs, the New York based provider of exchange traded funds, today announced that it has launched the Global X Russell 2000 Covered Call ETF (Cboe: RYLD) , designed to track the Cboe Russell 2000 BuyWrite Index. The fund gains exposure … read more...

QYLD: Performs Exactly As Expected, And That's Why It Is Not The Best Choice For Investors!

via: SeekingAlpha at 2019-04-14 16:37:48:000

Source: Pexels In our last article we discussed a fairly popular technology-focused closed-end fund. It sought an attractive total return while reducing income, the Nuveen NASDAQ 100 Dynamic Overwrite Fund ( QQQX ). The fund accomplishes that goal by employing a covered call option… read more...

QYLD: Performs Exactly As Expected, And That's Why It Is Not The Best Choice For Investors!

via: SeekingAlpha at 2019-04-14 16:37:48:000

Source: Pexels In our last article we discussed a fairly popular technology-focused closed-end fund. It sought an attractive total return while reducing income, the Nuveen NASDAQ 100 Dynamic Overwrite Fund ( QQQX ). The fund accomplishes that goal by employing a covered call option… read more...

QYLD: Performs Exactly As Expected, And That's Why It Is Not The Best Choice For Investors!

via: SeekingAlpha at 2019-04-14 16:37:48:000

Source: Pexels In our last article we discussed a fairly popular technology-focused closed-end fund. It sought an attractive total return while reducing income, the Nuveen NASDAQ 100 Dynamic Overwrite Fund ( QQQX ). The fund accomplishes that goal by employing a covered call option… read more...

QYLD: How Has The Strategy Been Working Out?

via: SeekingAlpha at 2019-04-14 16:09:51:000

Back in December of last year, coincidentally only one week before the end of the 2018 "bear attack", I expressed my concerns over what 2019 could have in store for stock investors. Back then, interest rates had been rising, asset prices falling and volatility in equity prices had definitive… read more...

QYLD: How Has The Strategy Been Working Out?

via: SeekingAlpha at 2019-04-14 16:09:51:000

Back in December of last year, coincidentally only one week before the end of the 2018 "bear attack", I expressed my concerns over what 2019 could have in store for stock investors. Back then, interest rates had been rising, asset prices falling and volatility in equity prices had definitive… read more...

QYLD: How Has The Strategy Been Working Out?

via: SeekingAlpha at 2019-04-14 16:09:51:000

Back in December of last year, coincidentally only one week before the end of the 2018 "bear attack", I expressed my concerns over what 2019 could have in store for stock investors. Back then, interest rates had been rising, asset prices falling and volatility in equity prices had definitive… read more...

Nasdaq 100 Dynamic Overwrite Fund: Goodbye Premiums

via: SeekingAlpha at 2019-04-11 07:20:10:000

Source: Pexels In the summer of 2017, I covered a set of Nuveen closed-end funds that really hit my interest check-boxes. They were low cost, unlevered, and generated meaningful income from covered call options, all while providing investors market exposure with reduced risk. One of the fu… read more...

Nasdaq 100 Dynamic Overwrite Fund: Goodbye Premiums

via: SeekingAlpha at 2019-04-11 07:20:10:000

Source: Pexels In the summer of 2017, I covered a set of Nuveen closed-end funds that really hit my interest check-boxes. They were low cost, unlevered, and generated meaningful income from covered call options, all while providing investors market exposure with reduced risk. One of the fu… read more...

Nasdaq 100 Dynamic Overwrite Fund: Goodbye Premiums

via: SeekingAlpha at 2019-04-11 07:20:10:000

Source: Pexels In the summer of 2017, I covered a set of Nuveen closed-end funds that really hit my interest check-boxes. They were low cost, unlevered, and generated meaningful income from covered call options, all while providing investors market exposure with reduced risk. One of the fu… read more...

5%+ Dividend Yield Portfolio: Improvements Years In The Making (Mar 2019 Review)

via: SeekingAlpha at 2019-04-02 08:05:47:000

Milestone This is my 50 th article for Seeking Alpha (my first submission was in July of 2015). What a ride it has been as I went from an unwieldy portfolio of 81 (!) different positions spread across 8 (!!) different strategies with sucker yields galore to my current portfolio with a l… read more...

5%+ Dividend Yield Portfolio: Improvements Years In The Making (Mar 2019 Review)

via: SeekingAlpha at 2019-04-02 08:05:47:000

Milestone This is my 50 th article for Seeking Alpha (my first submission was in July of 2015). What a ride it has been as I went from an unwieldy portfolio of 81 (!) different positions spread across 8 (!!) different strategies with sucker yields galore to my current portfolio with a l… read more...

5%+ Dividend Yield Portfolio: Improvements Years In The Making (Mar 2019 Review)

via: SeekingAlpha at 2019-04-02 08:05:47:000

Milestone This is my 50 th article for Seeking Alpha (my first submission was in July of 2015). What a ride it has been as I went from an unwieldy portfolio of 81 (!) different positions spread across 8 (!!) different strategies with sucker yields galore to my current portfolio with a l… read more...

Global X Covered Call Suite of ETFs Reach $500 Million in Assets Under Management

via: PR Newswire at 2019-03-05 05:00:00:000

NEW YORK , March 5, 2019 /PRNewswire/ --Global X Management Company LLC (Global X), the New York -based provider of exchange-traded funds (ETFs), today announced that its covered call suite of ETFs has crossed the $500 million mark for assets under management. The suite includes … read more...

Global X Covered Call Suite of ETFs Reach $500 Million in Assets Under Management

via: PR Newswire at 2019-03-05 05:00:00:000

NEW YORK , March 5, 2019 /PRNewswire/ --Global X Management Company LLC (Global X), the New York -based provider of exchange-traded funds (ETFs), today announced that its covered call suite of ETFs has crossed the $500 million mark for assets under management. The suite includes … read more...

Global X Covered Call Suite of ETFs Reach $500 Million in Assets Under Management

via: PR Newswire at 2019-03-05 05:00:00:000

NEW YORK , March 5, 2019 /PRNewswire/ --Global X Management Company LLC (Global X), the New York -based provider of exchange-traded funds (ETFs), today announced that its covered call suite of ETFs has crossed the $500 million mark for assets under management. The suite includes … read more...

5%+ Dividend Yield Portfolio: Avoiding The Dividend Cuts (Feb 2019 Review)

via: SeekingAlpha at 2019-03-04 06:34:52:000

Outlook 2019 continues its V-shaped recovery from the painful end to 2018. U.S. markets had another especially good month, leading to much head-scratching about how far the divergence can go. Further, volatility has been eerily low the past few weeks, and I think the market is in a stran… read more...

Global X ETFs Announces the Addition of 17 Funds to Schwab ETF OneSource(TM)

via: PR Newswire at 2019-02-12 08:15:00:000

NEW YORK , Feb. 12, 2019 /PRNewswire/ --Global X ETFs, the New York -based provider of exchange-traded funds (ETFs), today announced the inclusion of seventeen additional ETFs to Schwab ETF OneSource, one of the largest commission-free ETF programs in the industry 1 . The funds wil… read more...

Global X ETFs Announces the Addition of 17 Funds to Schwab ETF OneSource(TM)

via: PR Newswire at 2019-02-12 08:15:00:000

NEW YORK , Feb. 12, 2019 /PRNewswire/ --Global X ETFs, the New York -based provider of exchange-traded funds (ETFs), today announced the inclusion of seventeen additional ETFs to Schwab ETF OneSource, one of the largest commission-free ETF programs in the industry 1 . The funds wil… read more...

Global X ETFs Announces the Addition of 17 Funds to Schwab ETF OneSource(TM)

via: PR Newswire at 2019-02-12 08:15:00:000

NEW YORK , Feb. 12, 2019 /PRNewswire/ --Global X ETFs, the New York -based provider of exchange-traded funds (ETFs), today announced the inclusion of seventeen additional ETFs to Schwab ETF OneSource, one of the largest commission-free ETF programs in the industry 1 . The funds wil… read more...

5%+ Dividend Yield Portfolio: Profiting Handsomely From Volatility (Jan 2019 Review)

via: SeekingAlpha at 2019-02-04 14:38:27:000

Outlook 2019 officially started with bang! While, technically, the volatility that the market has been experiencing over the past few months is entirely normal, the timing of the latest rally almost perfectly coincided with the turn of the calendarso it is certainly nice to have … read more...

5%+ Dividend Yield Portfolio: Profiting Handsomely From Volatility (Jan 2019 Review)

via: SeekingAlpha at 2019-02-04 14:38:27:000

Outlook 2019 officially started with bang! While, technically, the volatility that the market has been experiencing over the past few months is entirely normal, the timing of the latest rally almost perfectly coincided with the turn of the calendarso it is certainly nice to have … read more...

5%+ Dividend Yield Portfolio: Profiting Handsomely From Volatility (Jan 2019 Review)

via: SeekingAlpha at 2019-02-04 14:38:27:000

Outlook 2019 officially started with bang! While, technically, the volatility that the market has been experiencing over the past few months is entirely normal, the timing of the latest rally almost perfectly coincided with the turn of the calendarso it is certainly nice to have … read more...

Nuveen S&P 500 Buy-Write Income: The Good And The Bad

via: SeekingAlpha at 2019-01-08 09:30:41:000

This is my fifth article on buy-write funds published over the past month alone. I have become much more interested in this investment strategy as of late because of what appears to be a more cautious, risk-off attitude in the markets. Betting on asset price appreciation, at least in the short… read more...

Nuveen S&P 500 Buy-Write Income: The Good And The Bad

via: SeekingAlpha at 2019-01-08 09:30:41:000

This is my fifth article on buy-write funds published over the past month alone. I have become much more interested in this investment strategy as of late because of what appears to be a more cautious, risk-off attitude in the markets. Betting on asset price appreciation, at least in the short… read more...

Nuveen S&P 500 Buy-Write Income: The Good And The Bad

via: SeekingAlpha at 2019-01-08 09:30:41:000

This is my fifth article on buy-write funds published over the past month alone. I have become much more interested in this investment strategy as of late because of what appears to be a more cautious, risk-off attitude in the markets. Betting on asset price appreciation, at least in the short… read more...

My 3 Favorite Investment Strategies For 2019

via: SeekingAlpha at 2019-01-07 10:54:27:000

2019 is here. Not since the end of the Great Recession has the S&P 500 ( SPY ) finished a year substantially in the red while enduring high levels of volatility, making some investors wonder whether the end of the long bull cycle could mean that an even rougher 2019 lurks on the horizon…. read more...

Nuveen Nasdaq 100 Dynamic Overwrite Fund: Not Much Of A Strong Buy-Write Performer

via: SeekingAlpha at 2019-01-02 13:20:32:000

The new year is upon us, bringing with it the prospect of continued stock volatility and what could become a lingering correction cycle. In anticipation, I remain committed to exploring investment strategies that may perform relatively well, even in a not-so-bullish market environment. In De… read more...

Nuveen Nasdaq 100 Dynamic Overwrite Fund: Not Much Of A Strong Buy-Write Performer

via: SeekingAlpha at 2019-01-02 13:20:32:000

The new year is upon us, bringing with it the prospect of continued stock volatility and what could become a lingering correction cycle. In anticipation, I remain committed to exploring investment strategies that may perform relatively well, even in a not-so-bullish market environment. In De… read more...

Nuveen Nasdaq 100 Dynamic Overwrite Fund: Not Much Of A Strong Buy-Write Performer

via: SeekingAlpha at 2019-01-02 13:20:32:000

The new year is upon us, bringing with it the prospect of continued stock volatility and what could become a lingering correction cycle. In anticipation, I remain committed to exploring investment strategies that may perform relatively well, even in a not-so-bullish market environment. In De… read more...

5%+ Dividend Yield Portfolio: Beating The Market 2 Of The Last 3 Years (December 2018 Review)

via: SeekingAlpha at 2019-01-02 10:04:35:000

Outlook 2018 was a tough year for investors with virtually all asset classes ending the year in the red. And oh my was it ugly Source: Market Watch Looking back at my 2018 prediction for calm and steady price appreciation for the first 3 quarters of the year… read more...

5%+ Dividend Yield Portfolio: Beating The Market 2 Of The Last 3 Years (December 2018 Review)

via: SeekingAlpha at 2019-01-02 10:04:35:000

Outlook 2018 was a tough year for investors with virtually all asset classes ending the year in the red. And oh my was it ugly Source: Market Watch Looking back at my 2018 prediction for calm and steady price appreciation for the first 3 quarters of the year… read more...

5%+ Dividend Yield Portfolio: Beating The Market 2 Of The Last 3 Years (December 2018 Review)

via: SeekingAlpha at 2019-01-02 10:04:35:000

Outlook 2018 was a tough year for investors with virtually all asset classes ending the year in the red. And oh my was it ugly Source: Market Watch Looking back at my 2018 prediction for calm and steady price appreciation for the first 3 quarters of the year… read more...

Turning The Quant Sails

via: SeekingAlpha at 2018-12-31 06:30:00:000

2018 seems to be ending on a bad note in the markets. December is setting the wrong kind of records, and Q4 has been a bumpy one in general. This is what happens in the stock market sometimes, but it's been easy to forget over the decade-long bull market. We're using the end of the year as a… read more...

Turning The Quant Sails

via: SeekingAlpha at 2018-12-31 06:30:00:000

2018 seems to be ending on a bad note in the markets. December is setting the wrong kind of records, and Q4 has been a bumpy one in general. This is what happens in the stock market sometimes, but it's been easy to forget over the decade-long bull market. We're using the end of the year as a… read more...

HSPX: Another Buy-Write Fund Worth Some Attention

via: SeekingAlpha at 2018-12-20 11:10:17:000

I have been recently digging deeper into the lightly explored world of buy-write (or covered call) ETFs. As a refresher, these are typically funds that hold a long position on dividend-paying stocks and sell call options on the reference asset to enhance yield in the portfolio. So far, I h… read more...

HSPX: Another Buy-Write Fund Worth Some Attention

via: SeekingAlpha at 2018-12-20 11:10:17:000

I have been recently digging deeper into the lightly explored world of buy-write (or covered call) ETFs. As a refresher, these are typically funds that hold a long position on dividend-paying stocks and sell call options on the reference asset to enhance yield in the portfolio. So far, I h… read more...

HSPX: Another Buy-Write Fund Worth Some Attention

via: SeekingAlpha at 2018-12-20 11:10:17:000

I have been recently digging deeper into the lightly explored world of buy-write (or covered call) ETFs. As a refresher, these are typically funds that hold a long position on dividend-paying stocks and sell call options on the reference asset to enhance yield in the portfolio. So far, I h… read more...

PBP: Why This Buy-Write ETF Has Been Uninspiring

via: SeekingAlpha at 2018-12-18 16:04:04:000

Just recently, I wrote my first article on buy-write ETFs - also referred to as covered call funds. The security that I analyzed in a bit more detail was the Horizons NASDAQ 100 Covered Call ETF ( QYLD ). I was intrigued by some of my findings, and decided to look for the "best in class" f… read more...

PBP: Why This Buy-Write ETF Has Been Uninspiring

via: SeekingAlpha at 2018-12-18 16:04:04:000

Just recently, I wrote my first article on buy-write ETFs - also referred to as covered call funds. The security that I analyzed in a bit more detail was the Horizons NASDAQ 100 Covered Call ETF ( QYLD ). I was intrigued by some of my findings, and decided to look for the "best in class" f… read more...

QYLD: Considering A Different Strategy

via: SeekingAlpha at 2018-12-17 13:36:06:000

Interest rates have been rising. Volatility in equities has picked up. With the recent, broad-based drop in stock prices, dividend yields have been inching forward. After nearly a decade of low income (i.e. very little paid to holders of interest-bearing instruments) and a growth bias in t… read more...

5%+ Dividend Yield Portfolio: Profiting From A Return To Normal (October 2018 Review)

via: SeekingAlpha at 2018-12-03 23:14:30:000

Outlook Volatility has returned to the markets. By this I dont mean the big dig from the recent price highs… I am referring to the "normal" week-to-week and month-to-month gyrations that have are closer to the historical trends than the quiet uptrend that has mostly defined the... read more...

5%+ Dividend Yield Portfolio: Profiting From A Return To Normal (October 2018 Review)

via: SeekingAlpha at 2018-12-03 23:14:30:000

Outlook Volatility has returned to the markets. By this I dont mean the big dig from the recent price highs… I am referring to the "normal" week-to-week and month-to-month gyrations that have are closer to the historical trends than the quiet uptrend that has mostly defined the... read more...

5%+ Dividend Yield Portfolio: Profiting From A Return To Normal (October 2018 Review)

via: SeekingAlpha at 2018-12-03 23:14:30:000

Outlook Volatility has returned to the markets. By this I dont mean the big dig from the recent price highs… I am referring to the "normal" week-to-week and month-to-month gyrations that have are closer to the historical trends than the quiet uptrend that has mostly defined the... read more...

5%+ Dividend Yield Portfolio: Profiting From A Return To Normal (October 2018 Review)

via: SeekingAlpha at 2018-12-03 23:14:30:000

Outlook Volatility has returned to the markets. By this I dont mean the big dig from the recent price highs… I am referring to the "normal" week-to-week and month-to-month gyrations that have are closer to the historical trends than the quiet uptrend that has mostly defined the... read more...

Monthly Dividends From 154 SML Cap Equities And 70 November Funds

via: SeekingAlpha at 2018-11-28 07:55:32:000

Actionable Conclusions (1-10): Analysts Tag Ten Top MoPay SML Stocks to Net 22.5% to 114.63% Gains To November 2019 Five of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1-year target prices. Thus, the y… read more...

Monthly Dividends From 154 SML Cap Equities And 70 November Funds

via: SeekingAlpha at 2018-11-28 07:55:32:000

Actionable Conclusions (1-10): Analysts Tag Ten Top MoPay SML Stocks to Net 22.5% to 114.63% Gains To November 2019 Five of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1-year target prices. Thus, the y… read more...

Monthly Dividends From 154 SML Cap Equities And 70 November Funds

via: SeekingAlpha at 2018-11-28 07:55:32:000

Actionable Conclusions (1-10): Analysts Tag Ten Top MoPay SML Stocks to Net 22.5% to 114.63% Gains To November 2019 Five of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1-year target prices. Thus, the y… read more...

5%+ Dividend Yield Portfolio: Ignore The Political Circus (Sep 2018 Review)

via: SeekingAlpha at 2018-10-02 13:49:58:000

Outlook If you mix your politics with your investment decisions, youre making a big mistake. - Warren Buffett Politics dominates the headlines these days (even in the financial press) and how could it not with the circus on display. However, allowing your political… read more...

5%+ Dividend Yield Portfolio: Ignore The Political Circus (Sep 2018 Review)

via: SeekingAlpha at 2018-10-02 13:49:58:000

Outlook If you mix your politics with your investment decisions, youre making a big mistake. - Warren Buffett Politics dominates the headlines these days (even in the financial press) and how could it not with the circus on display. However, allowing your political… read more...

5%+ Dividend Yield Portfolio: Ignore The Political Circus (Sep 2018 Review)

via: SeekingAlpha at 2018-10-02 13:49:58:000

Outlook If you mix your politics with your investment decisions, youre making a big mistake. - Warren Buffett Politics dominates the headlines these days (even in the financial press) and how could it not with the circus on display. However, allowing your political… read more...

Monthly Paid Dividends From 166 SML Equities And 64 Funds For September

via: SeekingAlpha at 2018-09-16 15:35:41:000

Actionable Conclusions (1-10): Analysts Tag Top Ten MoPay SML Stocks to Net 13.93% to 88.5% Gains To August, 2019 Two of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield … read more...

Monthly Paid Dividends From 166 SML Equities And 64 Funds For September

via: SeekingAlpha at 2018-09-16 15:35:41:000

Actionable Conclusions (1-10): Analysts Tag Top Ten MoPay SML Stocks to Net 13.93% to 88.5% Gains To August, 2019 Two of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield … read more...

Monthly Paid Dividends From 166 SML Equities And 64 Funds For September

via: SeekingAlpha at 2018-09-16 15:35:41:000

Actionable Conclusions (1-10): Analysts Tag Top Ten MoPay SML Stocks to Net 13.93% to 88.5% Gains To August, 2019 Two of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield … read more...

5%+ Dividend Yield Portfolio: Foreign Markets Disappointing You Again? (August 2018 Review)

via: SeekingAlpha at 2018-09-05 14:17:18:000

Outlook Call it the pain of international diversification for 2018. With a significant divergence between US and international equities, the cost with holding DM and EM stocks has been significant. The differential between EM and US growth indices is over 25%. - Mark Rzepczynski Ther… read more...

5%+ Dividend Yield Portfolio: Foreign Markets Disappointing You Again? (August 2018 Review)

via: SeekingAlpha at 2018-09-05 14:17:18:000

Outlook Call it the pain of international diversification for 2018. With a significant divergence between US and international equities, the cost with holding DM and EM stocks has been significant. The differential between EM and US growth indices is over 25%. - Mark Rzepczynski Ther… read more...

5%+ Dividend Yield Portfolio: Foreign Markets Disappointing You Again? (August 2018 Review)

via: SeekingAlpha at 2018-09-05 14:17:18:000

Outlook Call it the pain of international diversification for 2018. With a significant divergence between US and international equities, the cost with holding DM and EM stocks has been significant. The differential between EM and US growth indices is over 25%. - Mark Rzepczynski Ther… read more...

ETFs Providing Access To Sophisticated Strategies

via: SeekingAlpha at 2018-08-20 10:27:55:000

Kurtis Hemmerling, writing for Seeking Alpha , clued me in to the CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNG). The term "dividend aristocrats" refers to companies that have increased their dividends annually for at least 25 years. There is an ETF that tracks this … read more...

ETFs Providing Access To Sophisticated Strategies

via: SeekingAlpha at 2018-08-20 10:27:55:000

Kurtis Hemmerling, writing for Seeking Alpha , clued me in to the CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNG). The term "dividend aristocrats" refers to companies that have increased their dividends annually for at least 25 years. There is an ETF that tracks this … read more...

ETFs Providing Access To Sophisticated Strategies

via: SeekingAlpha at 2018-08-20 10:27:55:000

Kurtis Hemmerling, writing for Seeking Alpha , clued me in to the CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNG). The term "dividend aristocrats" refers to companies that have increased their dividends annually for at least 25 years. There is an ETF that tracks this … read more...

Mid-Week Round Up

via: SeekingAlpha at 2018-08-08 23:31:11:000

Bloomberg had a profile on the returns generated by the $120 million endowment for Carthage College in Wisconsin. The short version is that the returns have far surpassed other endowments (a follow up Tweet about the article noted that Carthage has a very high allocation to equities) using i… read more...

Mid-Week Round Up

via: SeekingAlpha at 2018-08-08 23:31:11:000

Bloomberg had a profile on the returns generated by the $120 million endowment for Carthage College in Wisconsin. The short version is that the returns have far surpassed other endowments (a follow up Tweet about the article noted that Carthage has a very high allocation to equities) using i… read more...

Mid-Week Round Up

via: SeekingAlpha at 2018-08-08 23:31:11:000

Bloomberg had a profile on the returns generated by the $120 million endowment for Carthage College in Wisconsin. The short version is that the returns have far surpassed other endowments (a follow up Tweet about the article noted that Carthage has a very high allocation to equities) using i… read more...

5%+ Dividend Yield Portfolio: Sticking To The Plan (July 2018 Review)

via: SeekingAlpha at 2018-08-03 09:49:55:000

Outlook "Nothing so undermines your financial judgement as the sight of your neighbor getting rich. - J.P. Morgan For fundamentals driven investors with a value tilt like me, July was likely a solid month with decent gains in holdings value. However, most value focused investors p… read more...

5%+ Dividend Yield Portfolio: Sticking To The Plan (July 2018 Review)

via: SeekingAlpha at 2018-08-03 09:49:55:000

Outlook "Nothing so undermines your financial judgement as the sight of your neighbor getting rich. - J.P. Morgan For fundamentals driven investors with a value tilt like me, July was likely a solid month with decent gains in holdings value. However, most value focused investors p… read more...

5%+ Dividend Yield Portfolio: Sticking To The Plan (July 2018 Review)

via: SeekingAlpha at 2018-08-03 09:49:55:000

Outlook "Nothing so undermines your financial judgement as the sight of your neighbor getting rich. - J.P. Morgan For fundamentals driven investors with a value tilt like me, July was likely a solid month with decent gains in holdings value. However, most value focused investors p… read more...

5%+ Dividend Yield Portfolio: Sticking To The Plan (July 2018 Review)

via: SeekingAlpha at 2018-08-03 09:49:55:000

Outlook "Nothing so undermines your financial judgement as the sight of your neighbor getting rich. - J.P. Morgan For fundamentals driven investors with a value tilt like me, July was likely a solid month with decent gains in holdings value. However, most value focused investors p… read more...

5%+ Dividend Yield Portfolio: Sticking To The Plan (July 2018 Review)

via: SeekingAlpha at 2018-08-03 09:49:55:000

Outlook "Nothing so undermines your financial judgement as the sight of your neighbor getting rich. - J.P. Morgan For fundamentals driven investors with a value tilt like me, July was likely a solid month with decent gains in holdings value. However, most value focused investors p… read more...

Addressing Pre-Retirement Jitters

via: SeekingAlpha at 2018-06-22 06:06:03:000

In yesterday's post on my page at TheMaven I looked at ETF portfolios put together by Toroso Asset Management. The portfolios are interesting and going through other's people work can be a great way to learn. I made a comment in passing about one of the portfolios. I said that Toroso's All W… read more...

Addressing Pre-Retirement Jitters

via: SeekingAlpha at 2018-06-22 06:06:03:000

In yesterday's post on my page at TheMaven I looked at ETF portfolios put together by Toroso Asset Management. The portfolios are interesting and going through other's people work can be a great way to learn. I made a comment in passing about one of the portfolios. I said that Toroso's All W… read more...

Addressing Pre-Retirement Jitters

via: SeekingAlpha at 2018-06-22 06:06:03:000

In yesterday's post on my page at TheMaven I looked at ETF portfolios put together by Toroso Asset Management. The portfolios are interesting and going through other's people work can be a great way to learn. I made a comment in passing about one of the portfolios. I said that Toroso's All W… read more...

Addressing Pre-Retirement Jitters

via: SeekingAlpha at 2018-06-22 06:06:03:000

In yesterday's post on my page at TheMaven I looked at ETF portfolios put together by Toroso Asset Management. The portfolios are interesting and going through other's people work can be a great way to learn. I made a comment in passing about one of the portfolios. I said that Toroso's All W… read more...

Addressing Pre-Retirement Jitters

via: SeekingAlpha at 2018-06-22 06:06:03:000

In yesterday's post on my page at TheMaven I looked at ETF portfolios put together by Toroso Asset Management. The portfolios are interesting and going through other's people work can be a great way to learn. I made a comment in passing about one of the portfolios. I said that Toroso's All W… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

155 Monthly Pay SML Equities Show 1.85% To 17.92% Yields And 70 Funds Yield 7.16% To 19.5%

via: SeekingAlpha at 2018-05-21 03:55:57:000

Actionable Conclusions (1-10): Analysts Peg Top Ten MoPay SML Stocks to Net 16.8% to 42% Gains To May, 2019 Four of the ten top-yield MoPay stocks (shaded in the chart above) were also among the top ten gainers for the coming year based on analyst 1 year target prices. Thus the yield… read more...

125 Monthly Pay Dividend SML Equities And 70 Funds Storm In March

via: SeekingAlpha at 2018-03-22 02:11:09:000

Actionable Conclusions (1-10): Analysts Forecast Top Ten MoPay SML Stocks to Net 16.4% to 54.4% Gains To March, 2019 Three of the ten top-yield MoPay stocks (shaded in the chart above) were also among the Top ten gainers for the coming year based on analyst 1 year target prices. Thus the y… read more...

125 Monthly Pay Dividend SML Equities And 70 Funds Storm In March

via: SeekingAlpha at 2018-03-22 02:11:09:000

Actionable Conclusions (1-10): Analysts Forecast Top Ten MoPay SML Stocks to Net 16.4% to 54.4% Gains To March, 2019 Three of the ten top-yield MoPay stocks (shaded in the chart above) were also among the Top ten gainers for the coming year based on analyst 1 year target prices. Thus the y… read more...

125 Monthly Pay Dividend SML Equities And 70 Funds Storm In March

via: SeekingAlpha at 2018-03-22 02:11:09:000

Actionable Conclusions (1-10): Analysts Forecast Top Ten MoPay SML Stocks to Net 16.4% to 54.4% Gains To March, 2019 Three of the ten top-yield MoPay stocks (shaded in the chart above) were also among the Top ten gainers for the coming year based on analyst 1 year target prices. Thus the y… read more...

5%+ Dividend Yield Portfolio: Bought The Dip (Feb. 2018 Review)

via: SeekingAlpha at 2018-03-01 15:07:10:000

Outlook Volatility returned to the markets in February climaxing early in the month with the first 10% correction in years. In response, a record number of investors panicked and pulled $30.6 billion out of equity funds in one week (the largest ever amount of weekly based on records goin… read more...

5%+ Dividend Yield Portfolio: Bought The Dip (Feb. 2018 Review)

via: SeekingAlpha at 2018-03-01 15:07:10:000

Outlook Volatility returned to the markets in February climaxing early in the month with the first 10% correction in years. In response, a record number of investors panicked and pulled $30.6 billion out of equity funds in one week (the largest ever amount of weekly based on records goin… read more...

5%+ Dividend Yield Portfolio: Bought The Dip (Feb. 2018 Review)

via: SeekingAlpha at 2018-03-01 15:07:10:000

Outlook Volatility returned to the markets in February climaxing early in the month with the first 10% correction in years. In response, a record number of investors panicked and pulled $30.6 billion out of equity funds in one week (the largest ever amount of weekly based on records goin… read more...

The Quants Are Here: A Look At Alternative Strategies For 2018

via: SeekingAlpha at 2018-01-03 07:30:00:000

2017 has been an exciting year in the markets. All-time highs seem to fall every week, the market has shaken off three Federal Reserve rate hikes as no big deal, and there is so much bitcoin to talk about that it makes a head spin. It's also been an exciting year on the Seeking Alpha Marketp… read more...

Horizons US Enters into Strategic Partnership with Cadence Capital Management

via: Business Wire at 2017-11-16 09:05:00:000

Relationship will culminate in launch of actively managed products Horizons ETFs Management (US) LLC ("Horizons US"), has partnered with Cadence Capital Management (Cadence) to develop a series of actively managed, transparent ETFs. Cadence, founded in 1988 and… read more...

QQQX: Cure For Tech Overload?

via: SeekingAlpha at 2017-08-18 09:25:32:000

Please Note : This article was first published for Income Idea subscribers complete with more detailed analysis including distribution quality and actionable investment ideas. Over the last few months numerous Seeking Alpha contributors in addition to myself have been talking about the … read more...

Horizons Nasdaq 100 Covered Call ETF (QYLD) Crosses $100 Million Threshold

via: Business Wire at 2017-07-25 09:05:00:000

Horizons (US) flagship buy-write fund delivered highquality strategy and income at low cost Horizons ETFs Management (US) LLC ("Horizons US"), announced that its flagship fund, the Horizons Nasdaq 100 Covered Call ETF (ticker: QYLD) (the fund), surpassed $1… read more...

Don't Be Lured By The 6.2% Yield From This NASDAQ-Based CEF

via: SeekingAlpha at 2017-05-29 13:31:05:000

In the past, I have been asked by skeptical commenters if I only publicize my successful CEF arbitrage trades (e.g. see " Successful CEF Mean Reversion Trades Of The Cambridge Income Laboratory "). Therefore, I would like to show an example of where the arbitrage trade has not been successful… read more...

ETF Stats For February 2017: Market Beats Inflows Again

via: SeekingAlpha at 2017-03-17 03:40:43:000

Despite financial headlines touting record inflows into ETFs, market gains continue to dominate total industry growth. February market gains increased assets by $61.4 billion, while inflows accounted for the other $49.3 billion of February's $110.7 billion jump in assets for the U.S. ETF indus… read more...

How To 'Write' Covered Calls For Safe 8% Yields

via: SeekingAlpha at 2017-02-22 17:44:29:000

Most investors buy stocks and hope they'll go up in price. They do nothing in the interim to generate cash flow from those stocks while they sit in their portfolio - like writing covered calls. "Write" what? I'll explain. And I'll also highlight some popular exchange-traded funds (ETFs… read more...

Horizons ETFs Management (USA) LLC Finalizes Acquisition of Recon Capital Advisors

via: PR Newswire at 2017-02-01 14:34:00:000

NEW YORK , Feb. 1, 2017 /PRNewswire/ --Horizons ETFs Management ( USA ) LLC (" Horizons USA "), a member of the Horizons Exchange Traded Funds Group, one of the largest collective families of exchange traded funds (ETFs) in the world, is pleased to announce that it has completed i… read more...

ETF Stats For November 2016: ETNs Unravel

via: SeekingAlpha at 2016-12-16 18:16:17:000

November marked the largest month of inflows for exchange-traded funds ("ETFs") for the year, but exchange-traded notes ("ETNs") experienced net outflows. Investors added $50.8 billion to their favorite ETFs, while withdrawing nearly $1.3 billion from ETNs. The failure of ETNs to attract new i… read more...

Recon Capital Team Joins Horizons ETFs Management (USA) LLC

via: PR Newswire at 2016-11-01 20:00:00:000

NEW YORK , Nov. 1,2016 /PRNewswire/ --Horizons ETFs Management ( USA ) LLC (" Horizons USA "), a member of the Horizons Exchange Traded Funds Group, one of the largest collective families of exchange traded funds (ETFs) in the world, has entered into an agreement to acquire Re… read more...

Ex-Date Payment Date Record Date Declared Date Amount Flag Dividend Type Qualified Indicated
2018-02-21 2018-02-27 2018-02-22 2018-02-20 0.2487 Dividend income
2018-01-24 2018-01-30 2018-01-25 2018-01-23 0.2502 Dividend income
2017-12-20 2017-12-26 2017-12-21 2017-12-19 0.1108 Long term capital gain
2017-11-22 2017-11-28 2017-11-24 2017-11-21 0.13217 Dividend income
2017-10-25 2017-10-31 2017-10-26 2017-10-24 0.14901 Dividend income
2017-09-20 2017-09-26 2017-09-21 2017-09-19 0.15374 Dividend income
2017-08-23 2017-08-29 2017-08-25 2017-08-22 0.20276 Dividend income
2017-07-26 2017-08-01 2017-07-28 2017-07-25 0.15853 Dividend income
2017-06-21 2017-06-27 2017-06-23 2017-06-20 0.22142 Dividend income
2017-05-24 2017-05-30 2017-05-26 2017-05-23 0.12598 Dividend income
2017-04-26 2017-05-02 2017-04-28 2017-04-25 0.14451 Dividend income
2017-03-22 2017-03-28 2017-03-24 2017-03-21 0.12327 Dividend income
2017-02-22 2017-02-28 2017-02-24 2017-02-21 0.09988 Dividend income
2017-01-25 2017-01-31 2017-01-27 2017-01-24 0.12751 Dividend income
2016-12-21 2016-12-27 2016-12-23 2016-12-20 0.14551 Dividend income
2016-11-23 2016-11-29 2016-11-28 2016-11-22 0.16203 Dividend income
2016-10-26 2016-11-01 2016-10-28 2016-10-25 0.14939 Dividend income
2016-09-21 2016-09-27 2016-09-23 2016-09-20 0.19448 Dividend income
2016-08-24 2016-08-30 2016-08-26 2016-08-23 0.1298 Dividend income
2016-07-20 2016-07-26 2016-07-22 2016-07-19 0.14142 Dividend income
2016-06-22 2016-06-28 2016-06-24 2016-06-21 0.20241 Dividend income
2016-05-25 2016-05-31 2016-05-27 2016-05-24 0.17132255 Dividend income
2016-04-20 2016-04-26 2016-04-22 2016-04-19 0.15556 Dividend income
2016-03-23 2016-03-29 2016-03-28 2016-03-22 0.15788 Dividend income
2016-02-24 2016-03-01 2016-02-26 2016-02-23 0.22029 Dividend income
2016-01-20 2016-01-26 2016-01-22 2016-01-19 0.21392 Dividend income
2015-12-23 2015-12-30 2015-12-28 0.21453 Dividend income
2015-11-25 2015-12-02 2015-11-30 0.18099 Dividend income
2015-10-21 2015-10-28 2015-10-23 0.214175 Dividend income
2015-09-23 2015-09-30 2015-09-25 0.22156 Dividend income
2015-08-26 2015-09-02 2015-08-28 0.20353 Dividend income
2015-07-22 2015-07-29 2015-07-24 0.15206 Dividend income
2015-06-24 2015-07-01 2015-06-26 0.150278 Dividend income
2015-05-20 2015-05-27 2015-05-22 0.169419 Dividend income
2015-04-22 2015-04-29 2015-04-24 2015-04-20 0.153313 Dividend income
2015-03-25 2015-04-01 2015-03-27 2015-03-20 0.159652 Dividend income
2015-02-25 2015-03-04 2015-02-27 2015-02-20 0.1542276 Dividend income
2015-01-21 2015-01-28 2015-01-23 2015-01-20 0.230217 Dividend income
2014-12-24 2014-12-31 2014-12-29 2014-12-23 0.14436 UR Dividend income
2014-11-26 2014-12-03 2014-12-01 2014-11-25 0.203405 UR Dividend income
2014-10-22 2014-10-29 2014-10-24 2014-10-21 0.24125 UR Dividend income
2014-09-24 2014-10-01 2014-09-26 2014-09-23 0.194815 UR Dividend income
2014-08-20 2014-08-27 2014-08-22 0.22185 UR Dividend income
2014-07-23 2014-07-30 2014-07-25 2014-07-22 0.209375 UR Dividend income
2014-06-25 2014-07-02 2014-06-27 2014-06-24 0.2125 UR Dividend income
2014-05-21 2014-06-05 2014-05-23 2014-05-20 0.2445 UR Dividend income
2014-04-23 2014-05-08 2014-04-25 0.2625 Dividend income
2014-03-26 2014-04-10 2014-03-28 2014-03-25 0.19342 Dividend income
2014-02-26 2014-03-13 2014-02-28 2014-02-25 0.193275 Dividend income
2014-01-22 2014-02-06 2014-01-24 2014-01-21 0.2574 Dividend income
Ex-Date Declared Date Record Date Payment Date Ratio To Factor For Factor
Data provided by IEX Cloud