On this month’s NEOS Investments’ Monthly Income Podcast, ETF industry veteran Tom Lydon dug into the award-winning NEOS Nasdaq 100 High Income ETF (QQQI ) with NEOS co-founders and managing partners Troy Cates and Garrett Paolella. Cates and Paolella discussed the layers of tax efficiency the fund provides, QQQI’s performance, and how the fund puts volatility to work for investors.
The three got granular on expectations for fund performance during a variety of volatility regimes. They also delved into the return of capital distributions for QQQI and the nuances of the options overlay the fund employs. The team then went on to discuss the variety of option-based ETF strategies offered by the firm. This episode also covered the market environment and April drawdowns, and the importance of understanding how options strategies perform in down, flat, and up markets.
Check out the link to keep up with NEOS’ "Monthly Income Podcast.":https://neosfunds.com/insights/
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