The Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) delivers a 9.99% yield and has outperformed all Nasdaq-100 income peers since 2024. GPIQ's dynamic overwrite strategy flexibly sells calls on 25–75% of assets, capturing elevated volatility premiums while preserving upside in rallies. The fund's hybrid structure and Section 1256 tax treatment provide both robust, tax-advantaged income and significant capital appreciation potential.
The median U.S. mortgage payment sits at roughly $2,100 a month as of mid-2026, based on Bankrate's most recent purchase-loan tracker.
Income investors heading into 2027 face a market where the Fed Funds Rate has remained at 3.75% for 8 months, and the 10-year Treasury is near 4.65%.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,044 | $315,771.86 | $335,562.88 | $19,791.02 | 6.27% |
Curtis Ellergodt Rothschild Investment LLC | 50 | $2,328 | $2,776 | $448 | 19.24% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 358,676 | $21.27M | $20.55M | -$724,510.96 | -3.41% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 130,370 | $6.61M | $7.45M | $846,381.92 | 12.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,173 | $173,202.83 | $180,765.81 | $7,562.98 | 4.37% |
| NASDAQ (NMS) Exchange | US Country |
Our company operates a specialized investment fund that focuses primarily on equity investments. We allocate at least 80% of our net assets, along with any borrowings intended for investment purposes, into equities that are part of our fund’s benchmark. By adhering closely to the style, capitalization, and industry characteristics of our benchmark, we aim to replicate its performance. Our strategy is finely tuned to investors looking for focused exposure rather than diversification, as our fund operates with a non-diversified status. This approach caters to investors seeking to capitalize on the growth and potential of specific sectors represented in our benchmark.
Our primary product is equity investments in companies included in our fund’s benchmark index. These investments are carefully selected to ensure they meet our fund’s strategy of mimicking the style, capitalization, and industry features of the benchmark. This service is designed for investors who aim to invest in a portfolio that closely follows the performance and characteristics of a specific index.
As part of our investment approach, we may employ borrowing for investment purposes. This strategy is utilized to leverage our position and enhance the potential return on equity investments. It allows us to invest a greater amount in our target equities than our net assets would otherwise permit, aiming to capitalize on favorable opportunities within our benchmark’s scope. This is structured for sophisticated investors who understand and are willing to accept the increased risks associated with borrowing to invest.