- Have you noticed ETFs advertising yields of 10%, 15%, or even higher? Covered-call, autocallable, and other options income ETFs have become some of the fastest-growing products on the market, drawing billions of dollars from income-seeking investors. But many people who own these funds don’t fully understand where that income comes from – or what they’re giving up to get it.In this comprehensive yet easy-to-understand presentation, Jay Soloff, lead options analyst, and Tim Plaehn, lead research analyst, at Investors Alley, a subsidiary of Tifin.ai, will explain how these products turn options and market volatility into regular payouts. Using real examples of funds you can buy today, they’ll teach you how to:
- Understand where the yield actually comes from, and why a high distribution isn’t the same as a high return
- See how covered-call, autocallable, and other options income ETFs differ from one another
- Recognize how each type behaves in rising, flat, and falling markets
- Identify the hidden trade-offs, including capped upside, downside exposure, and payouts that can change
- Evaluate any options income ETF with a simple set of questions before you invest
- Decide whether, and how, these products fit into your own portfolioThe session is ideal for income-focused and long-term investors who are thinking about buying these funds (or who already own them) – and who want to understand what’s behind the yield before putting their resources to work.
*SAVE $30 per class
To purchase your MoneyMastersSM course tickets, please call 1-800-970-4355. - $189 per person if purchased by February 8; $219 per person if purchased after February 8.
Speakers
Tim Plaehn
Lead Research Analyst, Investors Alley