Harvest ETFs - HBIG & HBIE: Harvest Balanced Income & Growth ETF
The Harvest Balanced Income & Growth ETF is built to deliver high monthly cash distributions and the opportunity for capital appreciation.
HBIG
Balanced Growth + Income with Covered Calls
The Harvest Balanced Income & Growth ETF is built to deliver high monthly cash distributions and the opportunity for capital appreciation. It invests in a portfolio of ETFs that are listed on a recognized North American stock exchange that provide exposure towards large-cap equity securities, and investment grade bonds or money market instruments issued by corporations or governments. It will primarily include ETFs that engage in covered call strategies.
Benefits of investing in HBIG
- Simple and efficient way to invest in 60/40 portfolio
- High monthly cash flows from covered calls in a balanced portfolio
- Diversified portfolio of high quality large cap-equities and investment grade bonds with covered calls
- Tactical asset allocation leveraging portfolio management expertise for enhanced returns and risk management
- Steady monthly cash distribution
- Low-Medium Risk
HBIE
Harvest Balanced Income & Growth Enhanced ETF
Balanced Growth + Enhanced Income with Covered Calls
The Harvest Balanced Income & Growth Enhanced ETF is built to deliver enhanced income and growth opportunities by applying modest leverage to an investment that seeks replicate the Harvest Balanced Income & Growth ETF (HBIG:TSX). It offers access to the same portfolio of equity income ETFs and fixed income ETFs with enhanced monthly cashflow.
Benefits of investing in HBIE
- Modest leverage at around 25% to enhance monthly cashflow and growth prospects
- Provides enhanced exposure, by investing in a portfolio that replicates the Harvest Balanced Income & Growth ETF (HBIG), to:
- A diversified portfolio of high quality large-cap equities and investment grade bonds
- Tactical asset allocation leveraging portfolio management expertise
- Covered call strategy used to enhance portfolio income potential and lower portfolio volatility
For more information on Harvest Portfolios and the Harvest ETFs, view their video HERE.
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