NLSI yields 1.90% · SBUX yields 2.75%● Live data
📍 SBUX pulled ahead of the other in Year 1
Combined, NLSI + SBUX cover 0 of 12 months — good coverage
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NLSI implements a long short equity strategy combined with an options overlay to generate monthly income while maintaining exposure to US equities. The fund holds long and short positions in mid- and large-cap US exchange-traded equities, with portfolio construction guided by a proprietary process that differentiates companies with stronger expected fundamentals from those viewed less favorably. Long positions are built through bottom-up security selection, while short positions target equities with weaker balance sheets, cash flow, or sector conditions. Alongside the equity portfolio, the fund employs an options strategy using index-based put spreads, consisting of written and purchased put options, to generate option premium and support income generation. The options positions may be actively adjusted prior to expiration and are designed to complement the equity exposures rather than hedge them outright. The fund maintains a consistent long short structure with defined gross exposure targets and may hold cash and short-term instruments to support portfolio operations and short positions.
Full NLSI Calculator →Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items. The company also licenses its trademarks through licensed stores, and grocery and foodservice accounts. The company offers its products under the Starbucks, Teavana, Seattle's Best Coffee, Evolution Fresh, Ethos, Starbucks Reserve, and Princi brands. As of October 3, 2021, it operated 16,826 company-operated and licensed stores in North America; and 17,007 company-operated and licensed stores internationally. The company was founded in 1971 and is based in Seattle, Washington.
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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.