Making its debut on 03/11/2013, smart beta exchange traded fund Global X SuperDividend U.S. ETF (DIV) provides investors broad exposure to the Style Box - All Cap Value category of the market.
Rising bond yields and inflation fears are raising correction risks. Investors may find shelter in quality and value ETFs like QUAL, VTV and VLUE.
Investors hunting for monthly income keep circling back to Global X SuperDividend U.S.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 250 | $4,507.5 | $4,881.25 | $373.75 | 8.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,259 | $357,929.52 | $395,151.79 | $37,222.27 | 10.4% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,800 | $32,454 | $35,109 | $2,655 | 8.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $17.32 | $19.41 | $2.09 | 12.07% |
| NZ Nabeed Zaman Eagle Strategies LLC | 44,042 | $789,267.86 | $855,075.43 | $65,807.57 | 8.34% |
| ARCA Exchange | US Country |
The fund is an investment entity designed to offer its investors exposure to a diverse portfolio of high dividend-yielding equity securities in the United States. By committing at least 80% of its total assets to the securities of its underlying index, the fund strategically focuses on the performance of 50 equally-weighted common stocks. These include selections from Master Limited Partnerships (MLPs) and Real Estate Investment Trusts (REITs), specifically chosen for their ranking among the highest dividend yielding equity securities within the country. This targeted approach positions the fund as an attractive option for investors seeking income through dividend returns in addition to potential capital appreciation.
This product focuses on equities that offer high dividend yields, providing an income stream to investors along with the potential for capital appreciation. By targeting companies that distribute a significant portion of their earnings as dividends, the fund caters to those looking for regular income from their investments. The selection includes prominent Master Limited Partnerships (MLPs) and Real Estate Investment Trusts (REITs) that are known for their high dividend yields.
As part of its investment strategy, the fund invests in 50 equally-weighted common stocks, ensuring that no single stock dominates the portfolio. This equal weighting is fundamental to the fund's approach, as it aims to reduce the risk associated with overexposure to any single equity. Therefore, it offers a balanced exposure across its selected high dividend-yielding securities, promoting a diversified investment portfolio for its subscribers.
Specializing in Master Limited Partnerships (MLPs) and Real Estate Investment Trusts (REITs), the fund provides its investors with the opportunity to diversify into assets that have unique tax considerations and typically offer higher dividend yields. MLPs are attractive for their distribution yield and tax benefits, while REITs offer exposure to real estate markets with the advantage of regular dividend payments. This focus on MLPs and REITs enables the fund to offer a distinctive mix of income-generating investments.