THMZ yields 0.48% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, THMZ + DIVO cover 0 of 12 months — good coverage
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What's the optimal mix of THMZ + DIVO for your $10,000?
THMZ aims to capitalize on opportunities in established companies worldwide, including those in emerging markets. The manager employs a proprietary thematic approach to identify long-term global megatrends and themes, such as demographic shifts, technological innovation, and regulatory changes believed to drive future growth. Through bottom-up fundamental analysis, the fund evaluates each companys quality, growth prospects, competitive positioning, and valuation. Investments are allocated to equity and equity-related securities, including ADRs, GDRs, and ETFs. Additionally, it may use derivatives like futures and swaps for hedging or enhancing returns. The fund may hedge foreign currency exposure through forward contracts, depending on market conditions.
Full THMZ 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.