Talks of a "looming recession†have almost disappeared in the past two years due to the market rally looking unbeatable, but one is going to happen eventually, and it can take you by surprise. What if I told you the iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW) was the perfect "antidote†to such a future recession? So, what's the catch? As you may already know, covered call ETFs cap upside and take on the downside a little more. This means if TLT trades flat, TLTW can start to lose value. ...

Global X S&P 500 Quality Dividend Covered Call ETF (QDCC US) – Portfolio Construction MethodologyThe underlying Cboe QDIV ATM BuyWrite Index delivers a systematic covered call strategy on the Global X S&P 500 Quality Dividend ETF. The index holds a notional long position in that ETF equal to 100% of index value and simultaneously maintains an equal-notional short position in one-month, European-style, at-the-money call options on the ETF. On each monthly roll date, defined as the business day before the sta ...

Investors have flocked to the evolving income ETFs space in recent years. The arrival of the ETF rule in 2019 helped launch countless new and intriguing ETF offerings aimed at adding income to investor portfolios.  With many investors interested in income ETFs, then, what is their outlook in 2026? VettaFi head of research Todd Rosenbluth sat down with ProShares global investment strategist and head of investment strategy group Simeon Hyman to discuss.  ProShares offers a unique suite of three ETFs that are ...

Core Viewpoint - The NEOS Ethereum High Income ETF (NEHI) is positioned as a promising investment opportunity in the cryptocurrency ETF market, particularly for income generation from Ethereum [1] Group 1: Market Context - The cryptocurrency market has faced challenges, with Bitcoin on track for its fourth negative annual performance, leading to cautious sentiment among investors [2] - Despite the downturn, NEHI may be a viable option as short sellers are beginning to cover their positions, indicating a potential shift in market sentiment towards Ethereum [3] Group 2: ETF Characteristics - NEHI employs a covered call strategy, which may limit its upside potential in a bull market but has a history of providing both income and some upside capture through other established options-based ETFs [4] - The technical condition of Ethereum suggests a possible rally, as it has formed an inverse head-and-shoulders pattern, which could support NEHI's performance [5] Group 3: Technical Factors - Historical patterns in Ethereum, such as ascending channels, have provided support during midterm corrections, although these signals may be less reliable during periods of low network participation [6] - An upcoming increase in the gas limit from 60 million to 80 million units, following a hard fork on January 7, is expected to enhance the Ethereum network's capacity and reduce transaction costs, potentially benefiting NEHI [7][8] Group 4: Initial Performance - As of December 17, NEHI had $8.6 million in assets under management, marking a strong start for a newly launched ETF amidst declining retail investor sentiment in the cryptocurrency market [8]

24/7 Wall Street Quick Read AMDY’s 101.88% distribution rate comes from selling weekly AMD call options but caps upside to roughly 70% of AMD’s gains. AMD’s Q3 2025 revenue hit $9.25B (up 35.6% year-over-year) and a new OpenAI partnership targets over $100B in future revenue. The distribution rate is unsustainable at current levels. The 30-day SEC yield of 1.15% offers a more realistic baseline. If you’re thinking about retiring or know someone who is, there are three quick questions causing many ...

Core Insights - Covered-call strategies are beneficial for income investors, providing returns regardless of market direction, with some funds yielding as high as 89% [2][5] Group 1: Overview of Covered Calls - Covered calls involve selling call options against stocks already owned, allowing investors to earn premiums while potentially selling shares at a predetermined price [4] - This strategy generates income in flat and down markets, making it appealing for income-focused investors [5] Group 2: Fund Analysis - **FT Vest Rising Dividend Achievers Target Income ETF (RDVI)**: Offers an 8.2% yield, focusing on dividend growers from the Nasdaq US Rising Dividend Achievers Index, but has shown underperformance compared to its index [6][8] - **FT Energy Income Partners Enhanced Income ETF (EIPI)**: Launched in 2024 with a 7.3% yield, actively manages covered calls on individual energy stocks, outperforming its energy benchmark [9][12] - **Global X Russell 2000 Covered Call ETF (RYLD)**: Provides a 12.1% yield, but has underperformed its index despite offering limited downside protection [11][14] - **YieldMax NVDA Option Income Strategy (NVDY)**: Features an exceptionally high yield of 88.9%, trading NVIDIA shares and selling calls, but sustainability of returns is questionable if NVIDIA's stock performance declines [15][16]

We're back on Morning Trade Live. It's the [music] most wonderful time of the year. It's also one of the busiest times of the year for airlines.The FAA anticipating the busiest [music] Thanksgiving travel period in 15 years. And now the focus moves to late December. The Jets ETF is near three-year highs [music] and is up nearly 60% from its April low.So, let's go inside out on [music] airlines this morning. Joining us now is Jarrett Bilis, airlines managing director, S&P Global Ratings. Thanks so much for j ...

Core Insights - The ProShares S&P 500 High Income ETF (ISPY) utilizes a covered call strategy based on S&P 500 holdings, indicating a focus on generating income through options writing [1] Group 1: ETF Strategy - ISPY is categorized among ETFs that employ low-frequency positions to write covered calls, which may appeal to investors seeking income generation [1] Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, emphasizing expertise in equity valuation and market trends [1] - The analyst previously held a Vice President position at Barclays, leading teams in model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1] - The research is co-authored with a partner, combining strengths to deliver data-driven insights, with a focus on macroeconomic trends and corporate earnings [1]

Core Insights - Northeast Financial Group increased its holdings in the Goldman Sachs S&P 500 Premium Income ETF (GPIX) by $9.25 million in Q3 2025, acquiring 171,817 shares, bringing its total stake to 286,368 shares [2][3] Group 1: Investment Strategy - GPIX employs a covered call strategy to enhance returns, providing investors with exposure to the S&P 500 while generating a high yield of 7.97% [5][12] - The fund's net assets are reported at $1.76 billion, with a 1-year total return of 15.17% as of December 2, 2025 [4][5] Group 2: Performance Metrics - As of September 30, 2025, Northeast Financial's GPIX holdings were valued at $14.96 million, a significant increase from $5.71 million in Q2 2025 [2] - GPIX shares were priced at $52.44, reflecting a 13.1% increase over the past year, slightly outperforming the S&P 500 [3][4] Group 3: Portfolio Composition - Northeast Financial's GPIX stake represents 3.72% of its total reportable assets under management, which amount to $401.58 million [3] - The portfolio primarily consists of equity holdings that mirror the S&P 500, maintaining diversification across styles, capitalizations, and industries [7][8]

Company Overview - Omega Healthcare Investors, Inc. is a self-administered real estate investment trust (REIT) focused on investing in income-producing healthcare facilities, primarily long-term care facilities in the U.S. and the U.K. [7] - The company provides lease or mortgage financing to qualified operators of skilled nursing facilities (SNFs) and, to a lesser extent, assisted living facilities (ALFs), independent living facilities, and rehabilitation and acute care facilities [8]. Investment Opportunity - With markets becoming more volatile, investors are increasingly interested in generating income rather than capital gains, making Omega Healthcare a staple for dividend investors [1]. - The stock has a low Beta of 0.69 and a high yield of 6.07%, presenting an attractive opportunity for investors [1]. Covered Call Strategy - A covered call strategy can more than double the yield on OHI shares, involving selling call options against a stock position [2]. - Buying 100 shares of OHI costs $4,367, and the March 20, 2026 call option with a strike price of $46 was trading around $0.90, generating $90 in premium per contract [3]. - Selling the call option generates an income of 2.1% in 128 days, equating to approximately 6.0% annualized, in addition to the yearly dividend of $2.68, which yields 6.07% [3]. - The total yield from the covered call strategy increases from 6.07% to 12.07% [3]. Potential Returns - If OHI closes above the strike price of $46 at expiration, the shares will be called away, resulting in a total profit of $323, which translates to a 7.6% return or 21.5% on an annualized basis [4].