DHSB yields 1.26% · ADC yields 4.13%● Live data
📍 ADC pulled ahead of the other in Year 1
Combined, DHSB + ADC cover 0 of 12 months — good coverage
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DHSB seeks long-term capital appreciation and preservation of capital. It actively invests in US equity securities and ETFs while utilizing options and/or options spread on these investments to generate income and hedge against potential losses. The portfolio provides broad, total market exposure to the US equity space. The funds options strategy consists of two components: selling covered call options on up to 100% of the US equity portfolio to generate premiums, while simultaneously reinvesting a portion of such premium to buy near-at-the-money put options or put spreads on the same equity portfolio to hedge or mitigate the downside risk associated with owning equity securities. Due to the funds hedging nature, investors are subject to an upside return cap. The fund adviser may not employ or partially employ the options strategy based on prevailing market conditions. The issuers website provides information on the funds buffer and return cap on a daily basis.
Full DHSB Calculator →Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.