Will Rhind on High Income Pass-Through Securities, Yield Boost Strategies, and Strategic Portfolio Diversification episode artwork

EPISODE · Feb 20, 2025 · 54 MIN

Will Rhind on High Income Pass-Through Securities, Yield Boost Strategies, and Strategic Portfolio Diversification

from Lead-Lag Live · host Michael A. Gayed, CFA

Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securities not only offer the potential for higher income levels than traditional fixed-income sources but also come with significant tax advantages. Join us as we uncover the strategic design behind HIPS and their resilience during tumultuous times, including the 2020 COVID-19 pandemic, all while emphasizing the critical role of diversification.We spotlight the remarkable stability of the HIPS income portfolio during market upheavals, highlighting its ability to maintain consistent income distributions when the going gets tough. You'll gain insights into the tax efficiency of HIPS and explore the nature of return on capital, debunking common misconceptions about pass-through securities' expense ratios. Together, we'll navigate the intricate relationship between inflation, wage stagnation, and the rising demand for yield-generating investment products, offering a comprehensive understanding of why HIPS stand out as a compelling option in uncertain economic climates.Additionally, venture into the innovative Yield Boost strategy, an options-selling approach that combines high yield generation with downside protection through selling out-of-the-money put options. We'll use Tesla as a case study to demonstrate how Yield Boost achieves impressive returns while minimizing NAV erosion. By comparing this strategy with HIPS, we reveal how both methods can cater to those seeking consistent income and total return in their investment portfolios. Tune in for a deep dive into crafting a well-rounded portfolio that meets fixed liabilities while offering income certainty and robust total returns.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of GraniteShares and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securities not only offer the potential for higher income levels than traditional fixed-income sources but also come with significant tax advantages. Joi...

NOW PLAYING

Will Rhind on High Income Pass-Through Securities, Yield Boost Strategies, and Strategic Portfolio Diversification

0:00 54:22

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food. Sermons | Countryside Bible Church Countryside Bible Church At Countryside Bible Church, we equip believers to joyfully live holy lives, to serve one another, and to share the gospel of Jesus Christ, all to the glory of God. We are committed to a high view of God, and a high view of Scripture. 2 Old Ladies Walking Rozee 2 Old Ladies Walking features the journeys, insights, and light conversation between Liz and Rosie, two women of a certain age who live in the Hudson Valley of New York. From pelvic floor challenges and life with young adult children to food, bird calls, fear of “mad lamb” disease, and myriad topics in between, we cover it all while walking on the scenic trails of the northeast, or wherever our travels take us. Join us and have a listen! Wounded Warriors of the Cross Gary Pastoral and clergy mental health is a mostly ignored area, especially by those who live their lives as pastors in the clergy. The stigma of mental health within those who serve in the shadow of the cross is something that invokes the stigma of fear. Many of those in the clergy will choose to suffer in their despair rather than reaching out for help. Sometimes those suffering choose to wait until it's too late to get the real help that they need. At Wounded Warriors of the Cross our mission is to lift the stigma and the veil of silence that encompasses clergy mental health and assist those who suffer in silence. Wounded Warriors of the Cross is here to shed the light of Christ's love into those dark places.

Frequently Asked Questions

How long is this episode of Lead-Lag Live?

This episode is 54 minutes long.

When was this Lead-Lag Live episode published?

This episode was published on February 20, 2025.

What is this episode about?

Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Lead-Lag Live episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!