Last week, we hosted our 7th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay and key takeaways from the webcast.
Commentary: YIELD MAXIMIZER™ ETFs
SMAX — 10%+ Yield from U.S. Equity Leaders
Most investors associate the U.S. economy with innovation and growth, and hence turn to U.S. equities for their potential for superior relative returns. Yet those also looking for reliable monthly income often find that U.S. equities, broadly speaking, provide limited dividend payouts.
QMAX — Outperforming Nasdaq-100 with a 10%+ Yield
Income-focused investors often face trade-offs, particularly when it comes to owning growth sectors like tech, where companies typically reinvest profits into research and development rather than paying dividends. Additionally, while the tech sector is known for its growth characteristics, it is also one that comes with higher volatility.
Maximizing (Fixed) Income with HBND
Fixed income investments, such as bonds, have long been favoured by investors for their stability and income-generating potential. However, with rising costs of living and a growing senior population, more and more Canadians are seeking innovative ways to boost their monthly income without taking on excessive investment risk.
Replay: Market Outlook with Ed Yardeni (Sep. 2024)
On September 24, 2024, we hosted our 6th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay of the webcast as well as a written summary.
HDIV — Outperforming S&P/TSX 60 with a Higher Yield (3 Years Later)
Just over three years ago, we launched the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV), Canada’s first enhanced “all-in-one” covered call ETF. HDIV invests in a portfolio of our YIELD MAXIMIZER™ sector covered call ETFs and has a sector mix “broadly similar” to the S&P/TSX 60. We believe HDIV is most attractive to investors seeking a higher income alternative to the S&P/TSX 60.
Higher Income from North American REITs | RMAX
Real estate investing has long been heralded as a solid pathway to passive income, yet the reality often involves much more than simply collecting a rental check. For investors looking to enjoy the benefits of real estate-related income without the hands-on hassles and costs, real estate investment trusts (REITs) offer a liquid and accessible alternative.
Higher Income from Canadian Utilities | UMAX
Most defensively-minded Canadian investors are well acquainted with the country’s largest utilities stocks – stalwarts like Fortis, Brookfield Infrastructure Partners, Hydro One, and Emera. Historically, the Canadian utilities sector has offered above-average dividend yields and exhibited lower volatility compared to the broader equity market.
Hamilton ETFs Launches Hamilton REITs YIELD MAXIMIZER™ ETF
TORONTO, June 19, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton REITs YIELD MAXIMIZER™ ETF (“RMAX“). RMAX seeks to deliver attractive monthly income, while providing exposure to an equal-weight portfolio of, primarily, real estate investment trusts that are domiciled/listed principally in Canada and the U.S. To supplement distribution income earned on its holdings, mitigate risk and reduce…