ETF flow trackers show over $2.3B entering dividend-focused funds since April, reflecting confidence in "income investing" through passive strategies. Market commentary attributes this trend to investors seeking inflation-hedging assets with consistent quarterly payouts. RSUs, or restricted stock units, are issued by a company to incentivize employees to stay longer, as explained by Yang. In the video, he noted that while the playbook encouraged employees to sell RSUs as soon as they vest, it may not be the best strategy for everyone. Some of the funds in the Morningstar U.S. Derivative Income category consist of a portfolio that is long the S&P 500 Index and a call position written against the entire benchmark achieved through an equity-linked note (ELN) or through S&P 500 Index call options. We believe this approach of overwriting the entire benchmark is operationally simpler but ultimately inferior. This differs materially from how we implement our covered call strategy, and for important reasons. Investor sentiment surveys show retirement-focused portfolios tilting 12% more heavily toward dividend-paying stocks, underscoring the demographic drivers supporting "income investing" growth.
Return this item within 90 days of purchase.
Get an immediate answer with AI
AI-generated from the text of manufacturer documentation. To verify or get additional information, please contact The Home Depot customer service.