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Global X S&P/TSX 60 Covered Call ETF T.CNCC



TSX:CNCC - Post by User

Comment by spazzmanon Dec 12, 2011 3:43pm
297 Views
Post# 19314413

RE: RE: RE: HE* SPs

RE: RE: RE: HE* SPs  I won't argue with you regarding the downside performance, the charts support you.  I will give you two possible explanations for their less then stellar performance to date.  


1) these Horizon covered call income funds are less then a year old and where born into a bear market.  This may account for their low daily/weekly trading volume as compared to similar EFT's.  Low volume plus an volatile bear market equals less support when things go down and nervous investors during market upturns.


2) because these Horizon covered call income funds pay out so much more of their earnings to investors unlike their counterparts (BMO, ishares, etc), causes the n.a.v. to be less then those funds who retain this income.  


As for the dividend dropping, considering where the income comes from I doubt that this would be a long term problem.  A covered call strategy works best in range bound, sideways and bearish markets.  The holdings of HEX and all the other HE* are blue chip stocks, so the dividend earnings are pretty safe.  Finally the 3rd method of earnings comes from capital gains that occur when the stocks are called (usually the result of a spike in the that stock price) or when the fund manager re-balances the portfolio.  This is the only income source that I would be concerned about, just because the overall markets globally are bearish.  


 Your concerns are valid, but right now I am holding and re-investing the dividends -buying on dips, I plan to ride out this market. What are others planning to do?  Comments please!


    
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