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Creative Planning increased its stake in shares of Strategy Shares Nasdaq 7HANDL Index ETF (NASDAQ: HNDL) by 11.9% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,833 shares of the company's stock after purchasing an additional 6,920 shares during
Strategy Shares Nasdaq 7 Handl™ Index ETF aims for a 7% yield via a leveraged, multi-asset fund-of-funds structure. HNDL has underperformed a simple 50/50 equity-bond benchmark since inception, with higher volatility and drawdowns. Compared to a few income ETFs, HNDL's risk-adjusted returns lag, and it carries the highest expense ratio in the group.
Strategy Shares Nasdaq 7 Handl Index ETF is a multi-asset fund of funds with a 1.3 leverage factor targeting a yield of 7%. HNDL portfolio is split into a static 30/70 equity-bond allocation and a momentum-based dynamic allocation in high-yield assets. HNDL has underperformed a simple 50% equity - 50% bond benchmark and at least two multi-asset tactical ETFs with lower fees.
HNDL invests in a diversified portfolio of ETFs. It has a little bit of everything: equities, bonds, preferred shares, MLPs, and more. Although nothing is significantly wrong with the fund, it pales in comparison to an important peer.
Strategy Shares Nasdaq 7 Handl™ Index ETF is a unique fund-of-funds ETF that aims to deliver a consistent 7% annual distribution rate. The HNDL ETF's portfolio is comprised of 19 ETFs, including U.S. equities, bonds, and alternative investments.
Strategy Shares Nasdaq 7 HANDL Index ETF is a "fund of funds" that aims to generate returns that can support a 7% annual distribution. Since my last review in August, HNDL has posted total returns of +5.22% and will likely continue to outperform due to falling rates. HNDL's exposure to equities will amplify returns.
The Strategy Shares Nasdaq 7 Handl Index ETF is a highly complex ETF. HNDL has underperformed compared to low fee 60/40 strategies and active ETF asset allocation products which carry low fees. HNDL charges a high management fee of 0.96% and is underweight big tech compared to a traditional 60/40 portfolio.
Strategy Shares Nasdaq 7 Handl Index ETF is an ETF of ETFs, providing diversified exposure to various asset classes. The fund's investment strategy divides its assets equally between a core portfolio and an explore portfolio. Despite a decline in price due to rising interest rates, the fund has consistently met its objective of delivering a 7.0% annual distribution rate.
The HNDL ETF splits its portfolio between low-cost fixed income and broad equity ETFs and a 'Dorsey Wright Explore Portfolio'. Despite a complex strategy, the HNDL ETF has significantly underperformed compared to the Vanguard Balanced Index Fund since its inception. Investors are advised to look beyond the headline 7% of NAV distribution and consider total returns when analyzing funds like HNDL.
HNDL is a diversified multi-asset class fund of funds ETF. HNDL offers investors diversified exposure to most relevant asset classes, with indirect exposure to tens of thousands of securities.
HNDL has a balanced equity and fixed income investments portfolio, and has a pre-fixed target rate of payouts, sustainability of which is questionable. During the past six months, all of HNDL's fixed income ETFs failed to generate positive price growth. Price returns of its equity ETFs were not good either.
The HNDL ETF is marketed as an innovative momentum-based portfolio paired with core bond and equity funds. A key selling feature is a 7% of NAV distribution yield.
HNDL is heavily invested in 7 ETFs that deliver low yield, and the negative price performance of 4 ETFs wipes out the positive growth of others. For the past 4.5 years since its inception, HNDL has failed to generate positive price growth on a consistent basis.
HNDL is a diversified multi-asset class ETF. It offers investors broad-based exposure to all relevant asset classes, and tens of thousands of securities. Yields 7.0% to boot.
HNDL is an ETF of ETFs that aims to pay an annualized distribution of 7% monthly comprised of income, capital gains, and return of capital. HNDL's expense ratio is 0.97%.
The global financial crisis in 2008 caused many retirees to fall behind their savings goals. With millions of Baby Boomers retiring every year, that's a large investor base seeking income.
The new fund looks to invest in other ETFs and provide an annual distribution of 5%.
Markets continue to be choppy as they are pushed up by increasingly hopeful news regarding the severity of Omicron and then back down again as the job market continues to tighten and put greater inflationary pressures on the economy. It can be difficult to find fixed-income opportunities, but Strategy Shares has a unique, targeted ETF [.
The Strategy Shares NASDAQ 7 HANDL Index ETF pays an annualized 7% yield each month with a fraction of the volatility similar closed-end funds offer. The ETF is a success because of its structure and its transparency, which is simply to hold the lowest-cost ETFs from a fixed set of asset classes in varying weights. High-income investors enjoy uninterrupted, tax
HNDL is a diversified, leveraged, multi-asset class ETF. The fund aims to provide investors with annual 7.0% distributions, paid monthly.