Kevin Simpson, Portfolio Manager of our DIVO ETF, comes on to share his thoughts on the 4th quarter portfolio positioning of DIVO in 2021.
Learn more about the Amplify CWP Enhanced Dividend Income ETF (DIVO), including the Top 10 Holdings, by clicking on this link: [ Ссылка ]
Chapters:
0:00 Start
0:30 The DIVO Investment Strategy
1:52 The Value of Covered Call Writing
3:02 DIVO Holdings Update
6:29 The Energy Sector In 2022
7:46 Where Does DIVO Fit In A Portfolio?
Quote
"Profitability Matters" - Kevin Simpson on Equity Investing
Carefully consider the Funds investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in Amplify Funds statutory and summary prospectus, which may be obtained above or by calling 855-267-3837, or by visiting AmplifyETFs.com. Read the prospectuses carefully before investing. Click on the link for the prospectus: [ Ссылка ]
The Amplify CWP Enhanced Dividend Income ETF (DIVO) received a 5-star Morningstar rating among 65 funds in the Derivative Income category for the overall and three-year periods, and among 41 funds for the five-year period (as of 12/31/21).
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.
© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Amplify ETFs are distributed by Foreside Fund Services, LLC.
© Amplify ETFs. ALL RIGHTS RESERVED
