HNDL For Retirees: Save The High 7% Yield, Scrap The High Volatility


  • The Strategy Shares NASDAQ 7 HANDL Index ETF pays an annualized 7% yield each month with a fraction of the volatility similar closed-end funds offer.
  • The ETF is a success because of its structure and its transparency, which is simply to hold the lowest-cost ETFs from a fixed set of asset classes in varying weights.
  • High-income investors enjoy uninterrupted, tax-efficient distributions regardless of market conditions or investor sentiment that can drive huge premiums and discounts to NAV.
  • I've done some additional backtesting, and the data supports the thesis that even during some of the worst market crises, the HANDL Index ETF could easily weather the storm.
  • HNDL is also included in the Hoya Capital Income Builder ETF Portfolio, a balanced combination of 18 ETFs that's currently yielding 6.13%.
  • Looking for a portfolio of ideas like this one? Members of Hoya Capital Income Builder get exclusive access to our model portfolio. Learn More »

Blue Number Seven Glowing Amid Black Number Sevens On Black Background

MicroStockHub/iStock via Getty Images

Investment Thesis

The Strategy Shares NASDAQ 7 HANDL Index ETF (NASDAQ:HNDL) is a prime example of what responsible portfolio management looks like: appropriate allocations to multiple asset classes working to achieve two goals: a consistent 7% yield

The Sunday Investor Joins Income Builder

The Sunday Investor has teamed up with Hoya Capital to launch the premier income-focused investing service on Seeking Alpha. Members receive complete early access to our articles along with exclusive income-focused model portfolios and a comprehensive suite of tools and models to help build sustainable portfolio income targeting premium dividend yields of up to 10%.

hoya capital income builder

Whether your focus is High Yield or Dividend Growth, we’ve got you covered with actionable investment research focusing on real income-producing asset classes that offer potential diversification, monthly income, capital appreciation, and inflation hedging. Start A Free 2-Week Trial Today!

This article was written by

The Sunday Investor profile picture
Build sustainable portfolio income with premium dividend yields up to 10%.

I'm a data-driven ETF analyst who likes to do deep dives into how funds are constructed and what factors are likely to make them winners or losers. I have a database of over 700 ETFs that I follow, so I'm able to show readers the best- and worst-performing funds in each category with each one I review. My preference is for stocks to have strong cash-generating and debt management qualities. I welcome all questions, comments, and suggestions for improvement, and I enjoy my time engaging with the Seeking Alpha community.

I hold a Bachelors degree in Commerce with a major in Accounting and hold a Certificate in Advanced Investment Advice from the Canadian Securities Institute. I have also completed the Portfolio Management Techniques course, fulfilling the educational requirements for a Chartered Investment Manager (CIM) designation. I have passed CFA Level 1, and I am currently studying to become licensed to advise on options and derivatives in Canada. This past November, I became a contributor for the new Hoya Capital Income Builder Marketplace Service, and enjoy working with and sharing ideas with some of the best researchers on Seeking Alpha. Sign up for a free trial today! Hoya Capital Income Builder.

Disclosure: I/we have a beneficial long position in the shares of SPY, VIG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: HNDL is part of the Hoya Capital Income Builder Model ETF portfolio.

Recommended For You

Comments (66)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.