Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Ep 12 - David Miller - Strategy Shares ETF's - We talk about HNDL, a high income ETF & GLDB, a gold hedged Bond ETF
Manage episode 293959790 series 2918135
In episode 12 I talk to Strategy Shares ETF's CIO & Senior Portfolio Manager, David Miller. David is a co-founder of Catalyst Funds as well as Rational Funds on the mutual fund side as well as Strategy Shares on the ETF business line. Today we talk about 2 of Strategy Shares ETF offerings:
1. "HNDL" - Nasdaq 7HANDL Index ETF - a multi-asset high income portfolio that targets a 7% yield paid monthly.
The portfolio has 2 components: 1) The Core Portfolio - 70% allocation to U.S. aggregate fixed- income ETFs and a 30% allocation to U.S. large cap equity ETFs. 2) the Dorsey Wright Explore Portfolio consists of an allocation to ETFs in various U.S. asset categories that have historically provided high levels of income, using a tactical asset allocation methodology developed in consultation with Nasdaq Dorsey Wright Investment Research & Analysis that seeks to incorporate momentum, yield and risk
2. "GLDB" - Strategy Shares Gold-Hedged Bond ETF - The strategy was designed on the belief that the best way for investors to generate income that maintains its purchasing power is to combine bonds and a gold overlay within one portfolio. TheIndexseekstoprovide100%exposure to the U.S. dollar-denominated investment grade corporate bond sector (the “Bond Component”) plus a gold inflation
hedge with a notional value designed
to correspond to the value of the Bond Component, with such notional value reset on a monthly basis (the “Gold Hedge Component”).
Interest rates have been falling largely since the 1981 peak. There's simply not a ton of juice left in this fruit so going forward all investors should probably expect rates to stay rangebound to up, rate volatility to stay elevated and bond returns to be sub-par relative to the last few decades. Investors can just accept lower returns, lower income and more volatility out of their "safe assets" or they can research additional ways to keep getting attractive income and have some inflation hedges just in case inflation really begins to accelerate. Both these ETF strategies offer interesting opportunities for further research.
For more information about Strategy Shares: https://strategysharesetfs.com
For more information about the Global Brands thematic and Dynamic Brands: https://www.globalbrandsmatter.com/dynamic-portfolio