Jay Coulter, CFP®, CIMA®
DIVZ - The TRUESHARES Low Volatility Equity Income ETF
DIVZ: Dividend Investing for Long-Term Growth and Income Resilience
In the ever-crowding world of dividend ETFs, market participants are consistently seeking diverse and innovative solutions to ensure long-term growth and resilience in their portfolios. One such product that has garnered interest is the Trueshares DIVZ ETF. In this blog post, we will explore DIVZ, assessing its strategy, performance, and potential for future growth.
This fund is sub-advised by Opal Capital. (From their website)
Opal Capital is an investment management company that specializes in equity income investing solutions. At Opal Capital, we believe that dividend solutions play a critical role in a portfolio that is often overlooked and underutilized. Our sole focus is to deliver distinct, stable income producing solutions for our clients. The main tenets of our investment process are a key source of differentiation: high conviction, deep fundamental research, forward looking analysis, and benchmark agnostic allocation.
About DIVZ from TrueShares: (From their website)
TrueShares Low Volatility Equity Income ETF is designed for investors seeking lower volatility with higher dividend yield than the overall market while still having access to capital appreciation opportunities. DIVZ is driven by a belief that dividend-paying companies tend to be more established businesses with high cash flow, stable revenue streams, and more disciplined capital reinvestment which may, in turn, help them experience lower volatility relative to the overall equity market. DIVZ is concentrated in 25-35 well-managed companies across a range of sectors, and seeks to offer above-average dividends and the ability to grow those dividends over time.
DIVZ Strategy and Diversification:
By employing active management, DIVZ offers investors the benefits of dividend investing, such as income generation and lower volatility, along with the potential for long-term growth. The ETF's strategy supports diversification and risk management, as it targets companies with strong fundamentals and resilient dividend policies in various sectors and industries.
Performance and Growth Potential:
Since its inception in September 2020, the DIVZ has shown promising returns, highlighting its capability to adapt to diverse market conditions and capitalize on the opportunities in the dividend-paying market.
The unique investment approach of the DIVZ enables it to potentially generate attractive returns in various market environments, making it a compelling option for investors looking for a well-rounded and dynamic investment strategy.
Risks and Considerations:
While the DIVZ presents an exciting investment opportunity, investors must be mindful of the associated risks. Performance may be affected by fluctuations in the overall equity market, the performance of the underlying large-cap stocks, and other factors that may impact dividend-paying companies. As with any investment, investors should carefully evaluate the potential risks and rewards before making a decision.
DIVZ Link: https://www.true-shares.com/divz
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