iQ ETF Multi-Asset Income Model
INVESTMENT OBJECTIVE
The iQ ETF Multi-Asset Income Model is crafted to generate income by investing across various asset segments.
UNEMOTIONAL & RULES-BASED PROCESS
The iQ ETF Multi-Asset Income Model implements the following transparent and repeatable rules-based process:
Start with ALL domestically-traded ETFs.
Sort by Trading Volume and select the top 400
Sort by current yield and select the top 25
Sort by price momentum and technical indicators and select the top 5.
The Model reconstitutes every Feb, May, Aug, and Nov
Why use a multi-asset income strategy?
A multi-asset income strategy can provide several benefits to investors, including:
Diversification: Broad diversification across various asset classes reduces portfolio volatility and mitigates downturn impact.
Income Generation: Multi-asset income strategy generates income from assets like stocks, bonds, and REITs, providing a steady stream of income.
Risk Management: Balancing risk and return by investing in assets with different risk profiles, such as stable bonds and higher-risk stocks, enhances risk management.
Flexibility: Adaptable to changing market conditions, enabling adjustments based on economic indicators and trends for potential opportunities and risk avoidance.
Overall, a multi-asset income strategy can provide investors with a diversified portfolio that generates income and manages risk.
ETF multi-asset investment strategies involve investing in a diversified portfolio of exchange-traded funds (ETFs) that track various asset classes. While these strategies aim to provide investors with diversification across different markets and investment types, they come with inherent risks and do not guarantee profits. The performance of these strategies can be influenced by market fluctuations, economic conditions, and the overall performance of the underlying ETFs.