Whitepapers

Whitepapers

COMBINING EQUITIES AND COVERED CALLS FOR TOTAL RETURN POTENTIAL

January 03 2023

At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies. The majority of SmartTrust® Unit Investment Trusts (UITs) offer diversified income opportunities (as well as the potential for growth and total return) and have incorporated such underlying investment strategies as individual taxable and tax-free bonds, individual stocks, preferred stocks, business development companies (BDCs), closed-end funds (CEFs) and exchange-traded funds (ETFs). This report will focus on a portfolio strategy that combines equities with covered calls to arrive at a solution that can help provide growth and income potential with some degree of downside protection. ... Read More

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Sustainable Impact Investing

April 27 2021

At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies. The majority of SmartTrust® Unit Investment Trusts (UITs) offer diversified income opportunities (as well as the potential for total return) and have incorporated such underlying investment strategies as individual taxable and tax-free bonds, individual stocks, preferred stocks, business development companies (BDCs), closed-end funds (CEFs) and exchange traded funds (ETFs) ... Read More

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Identifying the Leaders of the New American Economy

September 09 2020

This particular report will focus on our attempt to identify the leaders of the new American economy likely to emerge from the pandemic caused by the novel form of coronavirus first detected in 2019 (“COVID-19”). The way in which humans and businesses operate and interact continues to evolve, and that rate of change has never been quicker than it is right now ... Read More

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Investing in the New Technology Revolution

May 04 2018

Technology continues to change the way we interact in society on both a social and economic front. While the amount and type of new technologies appearing in the marketplace seem never-ending, there are certain technologies that we have identified that appear to be transformative in nature. ... Read More

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Navigating the E-Commerce Ecosystem for Growth Opportunities

August 09 2017

E-Commerce can broadly be defined as the buying and selling of goods and services electronically. By extension, the E-Commerce Ecosystem can thus be defined as a network of interconnected functions that comprise the full cycle of the buying and selling of goods and services electronically. ... Read More

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Finding Opportunities in Healthcare through Biotech

September 23 2016

To download a pdf copy of this white paper, please click this link or the pdf icon.) Finding Opportunities in Healthcare through Biotech At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies ... Read More

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Harnessing the Power of Dividends

August 08 2016

Dividends themselves represent a portion of a given company’s profits, or reserves, that are paid out to shareholders in the form of a dividend distribution. Distributions generally can take the form of a cash payment or a shares distribution. These distributions can occur on regular schedule of frequency (ex. monthly, quarterly, semi-annually or annually) or on an irregular basis. ... Read More

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Screening for Preferred Securities

July 18 2016

To download a pdf copy of this white paper, please click this link or the pdf icon.) Screening for Preferred Securities At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies. The majority ... Read More

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Harnessing the Power of the Energy Sector

February 09 2016

The rise of American energy independence over the last few years is a testament to the true spirt of American ingenuity and entrepreneurship. While America has been hostage to foreign suppliers of energy sources (i.e. crude oil) for years in order to satisfy our overall energy needs, this foreign dependency is now weening. Along with this detachment has come a domestic desire, which is also shared globally as evidenced by the Climate Change initiative that was recently agreed to in France late in 2015, to find alternative sources of energy that are cleaner and more sustainable. ... Read More

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Screening for Dividend Paying Stocks

January 16 2015

At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies. The majority of SmartTrust® Unit Investment Trusts (UITs) offer diversified income opportunities (as well as the potential for total return) and have incorporated such underlying investment strategies as individual taxable and tax-free bonds, individual stocks, preferred stocks, business development companies (BDCs), closed-end funds (CEFs) and exchange traded funds (ETFs). ... Read More

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The World According to GARP

January 02 2015

Growth at a reasonable price (“GARP”) investment strategies are nothing new on Wall Street. Legendary investors such as Peter Lynch, who was the former portfolio manager of the Fidelity Magellan mutual fund, and Warren Buffet, the well-known Chairman and CEO of investment conglomerate Berkshire Hathaway, have both employed GARP techniques as a part for their stock selection criteria. ... Read More

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Screening for “Boomerang Stocks” when a Stock Market Pullback is Expected

October 01 2014

At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies. The majority of SmartTrust® Unit Investment Trusts (UITs) offer diversified income opportunities (as well as the potential for total return) and have incorporated such underlying investment strategies as individual taxable and tax-free bonds, individual stocks, preferred stocks, business development companies (BDCs), closed-end funds (CEFs) and exchange traded funds (ETFs). ... Read More

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Screening for Income Producing Closed-end Funds (CEFs)

September 15 2014

At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies. The majority of SmartTrust® Unit Investment Trusts (UITs) offer diversified income opportunities (as well as the potential for total return) and have incorporated such underlying investment strategies as individual taxable and tax-free bonds, individual stocks, preferred stocks, business development companies (BDCs), closed-end funds (CEFs) and exchange traded funds (ETFs). ... Read More

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