HARVEST ETFS

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Hello, I keep seeing Harvest ETFS being promoted by the company as a retirement option. What’s your opinion of this?

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Asked on April 7, 2025 5:17 pm
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Private answer

Much like any other fund manager they have some funds I really like and some funds I think are awful.

Many of these fund managers are taking advantage of the passive income/dividend trend and coming up with a lot of sub optimal funds that are nothing more than fee grabs. I would look to their single stock ETFs as a prime example of this. They are trying to create yield out of companies that do not generate one via a dividend (Tesla, Nvidia, etc) and ultimately they're creating funds that pose the exact same downside risk of these higher volatility equities but not 100% of the upside potential.

Then on the flip side, I do like some funds they cover, one being the Harvest Tech Achievers ETF, trades under the ticker HTA. It is a great actively managed covered call fund that has done well for many years.

They have too many funds for me to go over in full display here, but if you have some individual ones you'd like me to look at, feel free to just ask via the Q&A and I can provide my insight. They do have a lot of retirement based funds, and they're a very reputable fund manager.

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Posted by Dan Kent
Answered on April 8, 2025 8:05 am
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thanks a lot Dan. what retirement funds come to mind that are good?
(mike.repluk@gmail.com at April 9, 2025 7:05 pm)
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I invest in HTA and am very satisfied with it- monthly income with reasonable upside; however, less enamored of the other Harvest ETF I invest in: HPYT. Given it invests in US treasuries, about as safe an income backing as you can get, not impressed with how volatile it is. Down mid teens since last fall. What will it take for this ETF to start recouping its double digit drop in the last 8 months?
(Brent Byggdin at May 2, 2025 11:29 am)