CSHI: Great Place To Park 'Longer' Term Cash
The NEOS Enhanced Income 1-3 Month T-Bill ETF is ideal for longer-term cash positions, offering higher returns with minimal risk. CSHI's strategy involves holding U.S. 1-3 month treasury bills and selling conservative SPX put spreads, yielding 1-1.5% above treasury rates. CSHI is suitable for cash held indefinitely for future opportunities, but may not be ideal for immediate liquidity needs or during rate cuts.
How to Keep Cash Attractive Even as Rates Fall
One of the most mentioned statistics in financial markets this year is that there's over $6 trillion in cash sitting in money market accounts. That figure steadily increased over the course of 2024.
The Tax Implications of Your Short-Term Investments
As tax season draws nearer, advisors and investors increasingly look to their portfolio to optimize taxation. Given the surge of flows into short-term investments in the last year and a half, understanding the tax implications of these various assets may allow for better portfolio optimization and opportunity.
Why CSHI Outshines BOXX And Traditional Cash Investments
CSHI has outperformed T-bills and HYSAs by over 1.3% higher returns through integrating a strategic put spread options strategy. While CSHI's yield is taxed as ordinary income rates, its effective return still outperforms BOXX and HYSAs after taxes. CSHI provides consistent monthly income distributions and better liquidity over BOXX, making it a more attractive short-term cash management solution despite potential rate cuts affecting future yields.
Cash Alternatives ETF CSHI Crosses $500 Million
In a year of volatility and risk, cash alternatives continue to prove a notable choice by investors. The NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) recently crossed $500 million in AUM this week with distribution yields above 5.5%.
Stay Flexible in the Current Market With This Active Income ETF
With the capital markets hanging on the U.S. Federal Reserve's every move, staying flexible in the current environment is necessary. That said, consider an active fund option in the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI).
