Do you have any thoughts on HTA and HTAE?

0
0

Would this be a good long-term investment?
Thanks,Dan

Marked as spam
Asked on February 1, 2025 1:05 pm
57 views
0
Private answer

I'm a big fan of HTA. It is one of the rare actively managed covered call funds that has performed relatively well to the index. For those who are closer to retirement who enjoy the distributions the fund provides and maybe the small volatility offset the covered calls provide, it is great.

Although HTA has done well thus far, there is no guarantee its strategy will keep up to the index moving forward. Actively managed funds are relatively fickle.

It's a solid fund for those seeking out higher distributions and exposure to some high-quality tech names.

Marked as spam
Posted by Dan Kent
Answered on February 2, 2025 9:33 am