My buy thesis on United Parcel Service ( UPS ) was a value buy call on strategic transformation, backed by a decent dividend cushion. As happens with value calls on stocks, it is difficult to time entries, and in hindsight, my call was not tacticallyI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.In the following lines, we will look at CTO Realty Growth ( CTO ) and its preferred stock ( CTO.PR.A ), which currently has a current yield of about 7.4% - but whether it is enough, let's see...Arbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 40 analysts. They identify mi ...

FT Vest U.S. Equity Enhance & Moderate Buffer ETF – September (XSEP US) – Portfolio Construction MethodologyThe investment strategy underpinning the actively managed FT Vest U.S. Equity Enhance & Moderate Buffer ETF – September seeks equity-linked returns through a defined outcome options package referencing the SPDR S&P 500 ETF Trust. The fund normally invests substantially all assets in exchange-traded FLEX Options on the Underlying ETF, targeting approximately twice any positive price return up to a pred ...

Invesco S&P SmallCap Momentum ETF (XSMO US) – Portfolio Construction MethodologyThe underlying S&P SmallCap 600 Momentum Index targets momentum within the S&P SmallCap 600 universe, a committee-selected set of profitable, liquid U.S. small-caps. From that parent, securities are scored on risk-adjusted price momentum (using standardized 6- and 12-month returns with outlier control), then the top 120 by momentum score are selected. Constituents are score-weighted—higher momentum scores receive larger weights— ...

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE US) – Portfolio Construction MethodologyThe underlying WisdomTree Emerging Markets ex-State-Owned Enterprises Index delivers broad emerging-markets exposure while excluding state-owned enterprises, defined as government ownership exceeding 20% of shares outstanding (aggregated across public bodies). The universe spans major EM listing venues (including Stock Connect A-shares) subject to foreign-ownership availability; constituents are float-a ...

SPDR S&P Software & Services ETF (XSW US) – Portfolio Construction MethodologyThe underlying S&P Software & Services Select Industry Index targets U.S. companies from the S&P Total Market Index classified in Application Software, Systems Software, IT Consulting & Other Services, and Interactive Home Entertainment. Eligibility applies float-adjusted market cap and liquidity screens: new additions generally require ≥USD 500m float-adjusted market cap and a 12-month liquidity ratio (dollar value traded ÷ float ...

Core Insights - The iShares Exponential Technologies ETF (XT US) targets global companies involved in "exponential" technologies, focusing on those with a free-float market cap greater than USD 300 million and a 3-month average daily trading volume (ADTV) of at least USD 2 million [1] Group 1: Portfolio Construction Methodology - The underlying index prioritizes the top 10 "theme leaders" per theme based on their scores, aiming for a total of 200 constituents through a cross-theme ranking system [1] - The index is float-market-cap weighted with a single-stock cap of 4%, and core exposure to any theme is capped at 25% [1] - At least 90% of the index weight must have a forecasted 5-year revenue exposure of at least 25% to one theme, with annual reconstitution and quarterly rebalancing [1]

Core Insights - The Simplify Target 15 Distribution ETF aims to generate monthly income through a combination of short-duration U.S. government bonds and income-oriented option spread strategies on equity indexes and ETFs [1] Group 1: Investment Strategy - The fund primarily invests in U.S. Treasury bills, notes, and bonds, as well as fixed income ETFs that hold similar securities [1] - The interest-rate sleeve is managed toward an average duration of two years or less, with a focus on maximizing yield within that constraint [1] - The adviser employs partially hedged put spreads using over-the-counter options, swaps, and forwards on large-cap, growth, and small-cap equity references [1] Group 2: Target Distribution and Risk Management - The strategy targets an aspirational annualized distribution rate of 15% [1] - Option strikes, maturities, and notionals are selected using a proprietary risk framework, with positions adjusted as options mature or after significant movements in reference assets [1]

Global X S&P 500 Covered Call ETF (XYLD US) – Portfolio Construction MethodologyThe underlying Cboe S&P 500 BuyWrite Index targets a systematic buy-write overlay on the S&P 500. It holds a long position in the S&P 500 (tracked on a total-return basis) and sells one-month, at-the-money SPX call options, selected each roll as the listed strike closest to or above the last SPX value before 11:00 a.m. ET on the monthly roll date (generally the third Friday; precede if a holiday). Option premium and dividends ar ...

ProShares Ultra Yen (YCL US) – Portfolio Construction MethodologyThe investment strategy governing the actively managed ProShares Ultra Yen seeks to deliver approximately twice the daily return of the Japanese yen versus the U.S. dollar. The fund does not hold physical currency; instead it obtains exposure through a dynamically rebalanced portfolio of swap agreements, futures and forward contracts that reference the JPYUSD exchange rate. A rules-based model determines the mix and notional size of these inst ...