COWS is focused on high free cash flow companies that pay and have historically grown dividends.The combination of dividend-paying blue-chip stocks and tactically managed covered calls offers a diversified income stream, while the focus on closed-end funds trading at discounts provides a value proposition that is both rare and valuable.
Innovator Capital Management’s Nasdaq-100 Managed Floor ETF (ticker symbol: QFLR) provides exposure to the Nasdaq 100 while protecting against downside losses. QFLR targets a 10% floor on losses over a one-year time frame while aiming to capture 70% to 80% of the upside of the Nasdaq 100. QFLR is relevant for investors looking to add more technology to their portfolios, as tech is expected to play a larger role in the future, and is suitable for conservative clients or those who are risk-averse.
Horizon Kinetics’ Inflation Beneficiaries ETF (NYSE: INFL) invests in cyclical industries and businesses—those with the robustness to outperform in inflationary conditions without succumbing to the inherent risks these environments often present.
Principal Asset Management’s U.S. Mega-Cap ETF (ticker symbol: USMC) provides exposure to mega-cap companies. USMC takes the top half of the S&P 500 by market valuation and adds an equal-weight chassis to the portfolio. The portfolio includes 42 names, emphasizing companies with better financial strength and lower volatility. These mega-cap companies are now considered the establishment and often pay dividends, making them attractive for investors seeking quality and growth.
Learn how Allianz Investment Management is reshaping investment strategies with innovative ETFs. Their latest offerings include built-in buffers of 10% and 20%, providing a shield against market volatility while capping upside gains—perfect for investors seeking stability in the dynamic market landscape. This blend of risk management and growth potential can help redefine a portfolio’s resilience.
