In our guide, we walk you through the potential benefits of (HNDL), how it may be a solution to your clients’ monthly cash distribution needs and how it seeks to improve and diversify their overall portfolio.
Designed to Help Meet Your Clients’ Monthly Cash Distribution Needs
The Nasdaq 7HANDL™ Index ETF (HNDL) aims to pay out monthly, a 7% annual distribution rate, with the potential for long-term gains. Depending on market conditions, all or a portion of a distribution may consist of a return of capital from the original investment, and the distribution rate may be modified at anytime.
We All Need to Pay Our Bills EVERY Month
The need to lean on our investments grows as we approach retirement and our tolerance for risk becomes justifiably lower. In a study published on December 20th, 2010, Pew Research highlighted that 10,000 people were retiring each day, and that number is due to increase. This also means that millions of people are in pre-retirement planning, and are seeking ways to pay their monthly bills.
Please Download Our Investment Guide
Learn how (HNDL), powered by Nasdaq Dorsey Wright, aims to distribute 7% a year, payable monthly in an easy to buy, easy to sell Exchange Traded Fund (ETF) we believe is priced right for its level of index-based, sophisticated investment strategy and monthly distribution. Depending on market conditions, all or a portion of a distribution may consist of a return of capital from the original investment, and the distribution rate may be modified at anytime.
The Nasdaq 7HANDL™ Index ETF (HNDL) aims to satisfy the monthly cash distribution requirements of advisors and their clients.
Many investors and their advisors have been challenged in finding monthly cash distributions in this low interest rate environment.
For those approaching or are in retirement, we believe (HNDL) may be a powerful option. Operating at an affordable fee1, (HNDL) provides diversification, the potential for long-term growth and is crafted with a logical, rules-based methodology to help make investing easy.
The Nasdaq 7HANDL™ Index is comprised of ETFs2 that are split into two equally weighted categories: a Core Portfolio and a Dorsey Wright Explore Portfolio.
1Fees: Gross expense ratio (0.96%) and net expense ratio (0.95%)
2Trading fees, costs, and commissions may apply and will affect performance returns.
The Fund’s Index seeks to offer the potential for targeted monthly distributions while maintaining a stable net asset value over time (all of a portion of which includes a return of capital if the Fund’s net return is less than the targeted distribution rate). Distributions are not guaranteed, and their rates can be changed at any time.
Strategy Shares is a family of exchange traded funds (ETFs) focused on bringing unique strategies to the ETF marketplace.
At Strategy Shares, we continually monitor and review the markets to help ensure our strategies are taking advantage of opportunities as they arise. Our philosophy seeks to expose market inefficiencies and make tactical adjustments to their holdings in an effort to enhance returns and lower overall portfolio risk.
(HNDL) can be found through your advisor or at most leading online brokers.
Trademarks and names are the property of their respective owners and do not imply any endorsement of Strategy Shares ETFs.
DISCLOSURES AND IMPORTANT INFORMATION
Investors should carefully consider the investment objectives, risks, charges and expenses of the Nasdaq 7HANDL ETF. This and other important information about the Fund is contained in the full or summary prospectus, which can be obtained by calling (855) HSS-ETFS (855-477-3837) or at www.StrategySharesETFs.com.
The Strategy Shares are distributed by Foreside Fund Services, LLC, which is not affiliated with Rational Advisors, Inc., or any of its affiliates.
Investment in a fund of funds is subject to the risks and expenses of the underlying funds. Diversification and asset allocation may not protect against market risk or loss of principal. Certain sectors and markets perform exceptionally well based on current market conditions and the Nasdaq 7HANDL ETF can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. The use of leverage can amplify the effects of market volatility on the fund’s share price and make the fund’s returns more volatile. The use of leverage may cause the fund to liquidate portfolio positions when it would not be advantageous to do so in order to satisfy its obligations. The use of leverage may also cause the fund to have higher expenses than those of funds that do not use such techniques.
Shareholders should not assume that the source of a distribution from the Fund is net profit. Shareholders should note that return of capital will reduce the tax basis of their shares and potentially increase the taxable gain, if any, upon disposition of their shares.
The Fund’s Index seeks to offer the potential for targeted monthly distributions while maintaining a stable net asset value over time (all or a portion of which includes a return of capital if the Fund’s net return is less than the targeted distribution rate). Distributions are not guaranteed, and their rates can be changed at any time.
Nasdaq® is a registered trademark of Nasdaq, Inc. HANDLS™ and HANDL™ are trademarks of Bryant Avenue Ventures LLC and have been licensed for use by Rational Advisors, Inc.
ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.