Many, many years later, two experienced product developers were studying market trends and had an idea...
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100% rules-based indexes defining a diversified portfolio of exchange-traded funds that have historically produced high risk-adjusted returns as defined by the Sharpe Ratio.
The HANDLS™ Indexes were specifically developed with the goal (NOT GUARANTEE) to support, from total return, their stated HANDL (i.e., distribution rate, net of estimated expenses, after incorporating any leverage, if necessary to achieve the target HANDL). Accordingly, returns for the index are calculated net of the estimated cost of employing such leverage.
HANDLS™ Indexes therefore have risk characteristics similar to the broad US capital markets and can be expected to generally rise and fall with prevailing market conditions. Higher HANDLS will have proportionately higher volatility. Similarly, lower HANDLS will have proportionally lower volatility. Volatility is a measurement of risk.
All HANDLS™ Indexes are split into two components, with a 50% allocation to a Core Portfolio and a 50% allocation to an Explore Portfolio.
Income investors too often focus on yield when evaluating potential investments, which explains the popularity of niche asset categories like high-yield bonds, master limited partnerships, real estate investment trusts and covered-call funds.
While these asset categories can serve as important components of diversified portfolios, the total return of a portfolio determines how much income it can provide to an investor.
It does an investor no good to receive a six percent yield from a holding if it loses 20% of its value. Conversely, a portfolio that generates a total return in excess of its portfolio yield can pay higher distributions without losing principal.
Global Partners
Global Partners
Important DisclosureHANDLS Indexes receives compensation in connection with licensing its indices to third parties. Any returns or performance provided within are for illustrative purposes only and do not demonstrate actual performance. Past performance is not a guarantee of future investment results.It is not possible to invest directly in an index. Exposure to an asset class is available through investable instruments based on an index. HANDLS Indexes does not sponsor, endorse, sell, promote or manage any investment fund or other vehicle that is offered by third parties and that seeks to provide an investment return based on the returns of any index. There is no assurance that investment products based on an index will accurately track index performance or provide positive investment returns. HANDLS Indexes is not an investment advisor, and HANDLS Indexes makes no representation regarding the advisability of investing in any such investment fund or other vehicle. A decision to invest in any such investment fund or other vehicle should not be made in reliance on any of the statements set forth in this document. Prospective investors are advised to make an investment in any such fund or other vehicle only after carefully considering the risks associated with investing in such funds, as detailed in an offering memorandum or similar document that is prepared by or on behalf of the issuer of the investment fund or other vehicle. Inclusion of a security within an index is not a recommendation by Indexes to buy, sell, or hold such security, nor is it considered to be investment advice.The information contained herein is intended for personal use only and should not be relied upon as the basis for the execution of a security trade. Investors are advised to consult with their broker or other financial representative to verify pricing information for any securities referenced herein. Neither Indexes nor any of its direct or indirect third-party data suppliers or their affiliates shall have any liability for the accuracy or completeness of the information contained herein, nor for any lost profits, indirect, special or consequential damages. Either Indexes or its direct or indirect third-party data suppliers or their affiliates have exclusive proprietary rights in any information contained herein. The information contained herein may not be used for any unauthorized purpose or redistributed without prior written approval from HANDLS Indexes.Copyright © 2023 by HANDLS Indexes. All rights reserved.
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