The Nasdaq 7HANDL™ ETF (HNDL) is managed by Bryant Avenue Ventures LLC, and its index is calculated by Nasdaq, Inc. As a fund of funds, HNDL invests at least 80% of its assets in securities of the Nasdaq 7HANDL™ Index, which is comprised of ETFs covering various asset categories including fixed income, equity, and alternative investments. With a goal of offering high monthly distributions while maintaining a stable net asset value, HNDL provides investors with exposure to a diversified portfolio tailored for income generation.
While the primary goal of the Nasdaq 7HANDL™ ETF (HNDL) is to offer a balanced portfolio with high monthly distributions, it also maintains a distribution policy aiming for an annualized payout of approximately 7.0% on the Fund’s per-share net asset value. These distributions are paid out monthly, providing shareholders with a predictable cash flow. It's important to note that these distributions may include a return of capital, so shareholders should be aware of the source of their payments, as it may not solely derive from net profits. For further details on the Fund's distribution policy, investors can refer to the Distribution Policy and Goals section in the Fund's Prospectus.
HNDL Tracking centers around replicating the Nasdaq 7HANDL™ Index, a diversified index comprised primarily of securities issued by other ETFs. This ETF operates as a fund of funds, with a balanced allocation between fixed income and equity ETFs (the Core Portfolio) and ETFs across various asset categories (the Explore Portfolio). The goal of the index is to provide high monthly distributions while maintaining a stable net asset value, achieved through a combination of leveraged returns and a diversified portfolio strategy. With its focus on both income generation and capital preservation, HNDL offers investors a unique approach to accessing a broad range of U.S. equities, fixed income securities, and alternative investments.
The correlation aspect of the Nasdaq 7HANDL™ ETF (HNDL) is pivotal for understanding its behavior concerning the broader U.S. market. Given its investment strategy, which includes exposure to various asset categories and a balanced portfolio approach, HNDL's correlation is expected to reflect movements in both fixed income and equity markets. Investors keen on understanding the dynamics of diversified income-focused ETFs may find analyzing HNDL's correlations with different asset classes insightful.
The HNDL ETF primarily operates within the realm of balanced investments, split into two main components: the Core Portfolio and the Explore Portfolio. The Core Portfolio, constituting 50% of the Index, focuses on U.S. fixed-income and equity markets, providing broad exposure through a selection of ETFs. On the other hand, the Explore Portfolio, also comprising 50% of the Index, employs a rules-based methodology to optimize allocation across various U.S. asset categories known historically for high income levels.
The HNDL ETF, known as the Nasdaq 7HANDL™ ETF, offers investors exposure to a diversified portfolio primarily consisting of securities from the Nasdaq 7HANDL™ Index. This index is designed to provide a balanced mix of U.S. equities, fixed income securities, and alternative investments. With a 50% allocation to both fixed income and equity ETFs in its Core Portfolio, investors gain exposure to the stability of fixed income alongside the growth potential of equities. Additionally, the Explore Portfolio, comprising 12 asset categories, allows for exposure to various sectors including dividend equities, high-yield bonds, real estate investment trusts (REITs), and more. For comprehensive insights into the exposure breakdown and correlations of HNDL, ETF Insider's web app provides detailed data and visualizations, aiding investors in making informed decisions tailored to their investment objectives.
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