Tactical Allocation with a 12% Yield: The Next Generation of Active ETFs
Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments, increasing demand for alternative means of income generation.
TUG and TUGN represent the new wave of solutions-based ETFs that merge tactical equity allocation and options-generated income into one portfolio. Investors can realize consistent monthly yield while still participating in market upside, all within a tax efficient
ETF vehicle.
With income products experiencing sustained losses, investors have a rare opportunity to capitalize on tax loss harvesting trades. Thomas Campbell and Jonathan Molchan, Managing Partners and Portfolio Managers at STF Management, discuss the core methodology and drivers to the TUG rule set and how this can provide solutions to the challenges of asset allocation.
STF Management Press Release: New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq
Exchange (prnewswire.com)
- Why rules-based investing is critical in the current market environment.
- How a tactical asset allocation strategy like TUG can be enhanced with an options overlay for monthly income.
- Why alternative income sources are essential in a high inflationary environment.
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About
STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX. Our team is comprised of a variety of industry professionals who have specific expertise in financial services including hedge funds, investment banks, insurance companies and asset management firms. The STF team has a dedicated focus bringing investment solutions to clients, leveraging their experience in product development, management and distribution.