TLTW: You Don't Need This Fund For Income
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The iShares 20+ Year Treasury Bond Buywrite Strategy ETF (TLTW) has been given a Sell rating due to its rigid options strategy and volatile distributions, making it unsuitable for passive income investors. Despite a 14.52% yield, TLTW has seen a 40.84% decline since inception and a 12% loss in total returns. Investors are advised to seek funds with more active management approaches.
January 01, 2025 | 3:30 am
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TLTW has been rated as a Sell due to its rigid options strategy and volatile distributions, which are not suitable for passive income investors. The ETF has experienced a significant decline since inception.
The ETF's strategy of selling 2% OTM monthly calls on TLT has not been effective, leading to a 40.84% decline since inception and a 12% loss in total returns. The rigid options strategy and volatile distributions make it unsuitable for passive income investors, leading to a Sell rating.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100