HECA yields 1.93% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, HECA + DIVO cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HECA + DIVO for your $10,000?
HECA is a multi-asset strategy designed to maximize returns over rolling 12-month periods while limiting drawdowns to no more than 15%. Investments include asset classes such as equities, fixed income, commodities, and currencies. The strategy centers on a proprietary Quad model, a regime-based, quantitative framework that analyzes the rate-of-change in economic growth, inflation, and monetary policy trends. Portfolio allocation is based on these macro signals, identifying asset classes based on the respective market environment. Additionally, it enhances this framework with internal and external research to identify emerging themes and investment opportunities. The fund primarily invests through US-listed ETFs but may also hold individual equity and debt securities. The fund also uses an options overlay to hedge downside risk, adjust exposures, or enhance returns. Note that the portfolio is not subject to any predetermined allocation limits across specific regions.
Full HECA Calculator →DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.
Full DIVO Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.