Right now, advisors are facing a massive generation of clients trying to navigate retirement. That's challenging enough, but with inflation and the cost of living rising, assuaging those clients' concerns and delivering for them has become much trickier.
The ETF landscape includes plenty of exciting ETFs. Not all, however, can claim to combine high current income and outperformance.
ProShares Russell 2000 High Income ETF offers Russell 2000 exposure with a dynamic daily covered call strategy, balancing premium income and upside participation. The fund's volatility-managed approach adjusts call strikes based on market conditions, mitigating exercise risk during volatility spikes. Since launch, ITWO has matched Russell 2000 returns and outperformed IWM on a risk-adjusted basis, with a Sharpe ratio of 0.85 versus 0.79.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 44,699 | $1.75M | $2.05M | $296,399.96 | 16.93% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 220,650 | $8.85M | $10.05M | $1.2M | 13.56% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 10,859 | $431,971 | $497,342.2 | $65,371.2 | 15.13% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 750 | $29,779 | $34,365 | $4,586 | 15.4% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 214,261 | $8.51M | $9.76M | $1.25M | 14.71% |
| BATS Exchange | US Country |
The company described operates as an investment fund focusing on delivering returns that inversely correlate with the price movements of ether, a leading cryptocurrency. Specifically, it aims to provide daily returns that are two times the opposite (-2x) of ether's price performance. This objective is pursued through investing in various financial instruments that, when combined, are believed by ProShare Advisors to achieve the intended daily target. It is important to note that the fund does not engage in direct short selling of ether. Instead, it utilizes a strategic approach to achieve its goal of inverse performance relative to ether's price movements through alternative investment methods.
This service involves a sophisticated investment strategy aimed at achieving daily returns that correspond to two times the inverse (-2x) of ether's daily price movements. The strategy is designed for investors seeking to capitalize on the potential declines in ether's price or those looking for a hedging mechanism against their cryptocurrency exposure. By not directly shorting ether, the fund employs alternative financial instruments, carefully selected by ProShare Advisors, to accomplish its daily return objectives.
It should be noted that this approach requires a nuanced understanding of the cryptocurrency market and the inherent risks associated with leveraged and inverse investment products. This product is best suited for experienced investors who thoroughly comprehend the complexities of such investment strategies.