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FLTR: A Fair Floating Rate ETF, But Lagging Inflation
Seeking Alpha· 2025-07-28 12:49
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the eight best-ranked closed-end funds for investment [1] - VanEck IG Floating Rate (FLTR) was launched on April 25, 2011, tracking the MVIS US Investment Grade Floating Rate Index, with a 30-day SEC yield of 4.97% and an expense ratio of 0.14% [2] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market risk indicators and strategies [2] - The analyst has a beneficial long position in CLOI and JAAA, indicating a vested interest in these stocks [3]
LQDW: A 17% Yield Is Possible Only With A Steep Capital Decay
Seeking Alpha· 2025-07-27 05:43
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the top eight closed-end funds for investment [1] - The investing group led by Fred focuses on quality dividend stocks and tech innovation companies, providing various market strategies [2] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, has been investing in data-driven systematic strategies since 2010 [2]
YYY: Slow-Motion Train Wreck Unfolding As Expected
Seeking Alpha· 2025-07-25 21:07
Group 1 - Many high-yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor the performance of closed-end funds, leading to the identification of the eight best-ranked CEFs for investment [1] - The Amplify High Income ETF (NYSEARCA: YYY) has seen a total return of 17% since February 2021, but its share price has decreased by 29%, contrasting with a 64% increase in the S&P 500 Index [2] Group 2 - The annual income stream from the Amplify High Income ETF has declined by 5%, while inflation, as measured by CPI, has increased [2] - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market risk indicators and strategies [2]
SRET: Forget The 8% Yield And Look At REET Instead
Seeking Alpha· 2025-07-24 21:58
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the top eight closed-end funds for investment [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and tech innovation companies, providing various market risk indicators and investment strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]