A Quality Approach to a Slowing or Struggling Economy
This particular report will focus on a target asset allocation approach built to help provide total return potential with a focus on quality. ... Read More
Whitepapers
Whitepapers
Finding Strength in SMID Companies
This particular report will focus on investment opportunities that we see in stocks with smaller market capitalizations, typically referred to as small cap and mid-cap (“SMID” stocks) ... Read More
Investing in the New Technology Revolution
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
Navigating the E-Commerce Ecosystem for Growth Opportunities
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
Finding Opportunities in Healthcare through Biotech
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
Harnessing the Power of Dividends
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
Screening for Preferred Securities
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
Harnessing the Power of the Energy Sector
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
Sustainable Impact Investing
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
Screening for Dividend Paying Stocks
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
The World According to GARP
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
Screening for “Boomerang Stocks” when a Stock Market Pullback is Expected
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
Screening for Income Producing Closed-end Funds (CEFs)
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