TWIO Profile
The Trajan Wealth Income Opportunities ETF is designed to provide investors with a diversified income stream by investing in a mix of domestic preferred securities, income-producing fixed income securities, and dividend-paying common stocks. The fund aims to achieve a balance between stability and growth by focusing on a range of high-yielding assets. Under normal market conditions, the ETF allocates its investments across these asset classes to generate income and potential capital appreciation.
The ETF primarily invests in preferred securities, which offer fixed dividend payments and a higher claim on assets compared to common stocks. This focus provides investors with a steady income stream and potential downside protection. Additionally, the fund includes income-producing fixed income securities, such as corporate bonds and government debt, to further enhance income generation and portfolio diversification. The fixed income component helps manage interest rate risk and stabilize returns.
In pursuit of its investment objective, the fund may allocate up to 30% of its net assets to common stocks and other dividend-paying securities. This allocation aims to capture growth opportunities and dividend income from well-established companies. The ETF's flexibility allows it to invest in preferred securities issued by Real Estate Investment Trusts (REITs), which can offer attractive yields and diversification benefits from the real estate sector.
Managed by Trajan Wealth, the ETF leverages the firm’s expertise in income investing to carefully select and manage its holdings. The fund's strategy is designed to cater to income-focused investors seeking a diversified portfolio that balances yield with potential capital appreciation. By combining preferred securities, fixed income, and dividend-paying stocks, the Trajan Wealth Income Opportunities ETF provides a comprehensive approach to income generation and portfolio diversification, addressing the needs of investors seeking both stability and growth.
|
