EGGY invests in an equity portfolio comprised of US large-caps and Euro FLEX option contracts while using options strategies. The adviser selects the equity portfolio using quantitative and qualitative metrics such as projected revenue growth, capital expenditures, management, and innovation. The portfolio will include 7-15 companies weighted equally. For the options strategies, the fund employs covered call options to generate income. A laddered long put options strategy on the S&P 500 Index is used to hedge market downturns. This involves creating six options packages with staggered two-month expiration dates to cover approximately 16.66% of the funds total exposure.
公司网站 :
https://www.nestyield.com/eggy/
总经理:-
建立时间:2024
公司总部:NestYield Dynamic Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds