SRHR
SRH REIT Covered Call ETF
📎 Investment Objective
The SRH REIT Covered Call ETF (SRHR) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S-Network REIT Covered Call Index.
Overview
ETF tracking SRH REIT Covered Call ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The SRH REIT Covered Call ETF (SRHR) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S-Network REIT Covered Call Index.
🎯 Investment Strategy
The ETF invests in the common stocks of real estate investment trusts (REITs) included in the S-Network REIT Covered Call Index and writes (sells) covered call options on those REIT holdings. The strategy aims to generate income from the covered call option premiums while maintaining exposure to the underlying REIT stocks.
✨ Key Features
- Provides exposure to a diversified portfolio of REIT stocks
- Generates additional income through a covered call options strategy
- Seeks to outperform the underlying REIT index through the covered call approach
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions.
- Concentration risk: The ETF's investments are concentrated in the real estate sector, which may be more volatile than a more diversified fund.
- Options risk: The use of covered call options may limit the ETF's upside potential if the underlying REIT stocks rise significantly.
- Liquidity risk: The ETF may have difficulty trading certain securities at an advantageous time or price if there are few market participants.
👤 Best For
The SRH REIT Covered Call ETF may be suitable for investors seeking income generation and exposure to the real estate sector, with a moderate risk tolerance. The covered call strategy may appeal to investors looking to generate additional income while maintaining REIT market participation.
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