Howard Chan on Balancing Income and Growth, Democratizing Investment Strategies, and Tax-Efficient Yield Premium ETFs

Lead-Lag Live

Unravel the complexities of balancing income and growth in your investment portfolio with Howard Chan, the visionary founder and CEO of Kurv Investment Management. Discover how recent SEC rule changes have unlocked a world of tax-efficient, institutional-grade strategies for every investor, making sophisticated option-based approaches accessible through ETFs. Howard guides us through Kurv's mission to democratize these advanced strategies, addressing the perennial trade-off between income and growth, especially in the tech sector's fast-paced environment.
Explore the realm of dividend equity ETFs, where innovation meets income generation in unexpected ways. Traditional sectors may dominate with higher dividend payouts, but we reveal a yield premium ETF strategy that transforms tech stock volatility into a steady income stream through covered calls. This innovative approach is not just a theoretical exercise; it's a practical solution for those prioritizing cash flow as retirement approaches. By juxtaposing this strategy with conventional income-generating methods, we illustrate how it can seamlessly integrate into a comprehensive income-focused portfolio.
Tech exposure in portfolios doesn't have to be a gamble. Our discussion sheds light on momentum-weighting strategies and covered call writing, revealing how these can mitigate risk while maintaining growth potential. We unravel how these strategies have led to Kurv's consistent outperformance of benchmarks like the NASDAQ 100, offering both strategic growth and income opportunities. The conversation extends to the tax efficiency of Yield Premium ETFs and the nuances of quarterly rebalancing, equipping you with insights to manage transaction costs effectively while capitalizing on market movements.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Kurv Investment Management and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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Bölümler

1. Income vs Growth (00:00:00)

2. Generating Income With Dividend Equity ETFs (00:09:08)

3. Tech Sector Portfolio Management Strategy (00:26:02)

4. Navigating Tech Sector Growth and Income (00:34:31)

5. Tax Efficiency and Yield Premium ETFs (00:45:15)