QDVO seeks risk-adjusted returns through long positions in about 20 to 40 large-cap US stocks that demonstrate consistent earnings growth and strong cash flows. Security selection is based on the Russell 1000 Growth Index, positioning the fund to capitalize on growth opportunities while managing sector-specific risks. The strategy involves a tactical option strategy, writing one-month covered call options to generate premiums. Specifically, it aims to deliver a combined gross income of 0-2% from dividends, 4-6% from option premiums, and potential capital appreciation. By utilizing an ETF wrapper to hold these positions and write index call options, the fund provides a more efficient way to access the strategy, though this places a drag on the overall upside potential. The fund also holds cash or short-term debt, capped at 5%, for liquidity management.
公司网站 :
https://amplifyetfs.com/qdvo/
总经理:-
建立时间:2024
公司总部:Amplify ETF Trust Amplify CWP Growth & Income ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds