Blog Archives

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