Neos Enhanced Income Cash Alternative Etf

CSHI is an actively managed fund that invests in a portfolio of US ultra-short term Treasury bills while utilizing a combined with a US large-cap put spread futures strategy

CSHI is an actively managed fund that invests in a portfolio of US ultra-short term Treasury bills while utilizing a combined with a US large-cap put spread futures strategy.

A broad array of strategies now exist for income investors looking to expand or diversify their portfolio. Understanding the different types of yield and what they measure may allow for better alignment with desired investment outcomes.

An Investor's Guide to Understanding Yield

The Neos Enhanced Income Cash Alternative ETF has delivered a 5.45% total return in 2024, aided by the equity market rally. CSHI employs an options overlay strategy with S&P 500 put spreads, posing a risk if the index drops more than -6% as its current composition highlights. Despite an active management and a 46 bps yield over T-Bills, the ETF's risk in a black swan event makes it a 'Hold'.

CSHI: Helped By The Equity Rally (Rating Upgrade)

Neos Enhanced Income Aggregate Bond Etf

NEOS Enhanced Income 20+ Year Treasury Bond ETF

NEOS Investments launched its latest expansion to its growing line-up of options income ETFs, offering long-duration Treasury exposure. The NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) began trading on Wednesday, December 11, on the Cboe.

NEOS Expands Bond Lineup With Long Duration TLTI

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As clients inquire about next year's income, I recommend three favorite income funds to include in their portfolios. These funds are designed to generate reliable income and are primarily non-equity based, offering diversification. The funds have been selected based on their performance, stability, and potential to provide consistent returns.

I'm Seeking Up To 8% Yields For My Cash, Here Are My 3 Favorite ETFs

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WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces November monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the November 2024 Ex-Div Date (11/20/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.

NEOS Investments Announces November ETF Suite Distributions

Fed interest rate cuts continued this month, causing many investors to look to opportunities in longer duration bond strategies. However, Fed Chair Jerome Powell also reinforced the regulatory agency's cautious approach to rate cuts, particularly looking ahead.

Balance Your Duration Risk With CSHI

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Investors have been married to their money market funds for the better part of the last two years. But a recent poll from VettaFi's Q4 Fixed Income Symposium in October showed more market participants may finally be willing to break out of their comfort zones and redeploy those funds into riskier assets.

More Money Market Substitutes Taking Shape

Markets and investors anxiously await election results as U.S. voting continues today. Whichever way the presidential election goes, advisors and investors anticipate enhanced short-term volatility.

Your Volatility Play This Election & Beyond

As the end of the year draws closer, advisors and investors increasingly seek to optimize their portfolio's tax efficiency. The NEOS High Income ETF suite is worth consideration, providing exposure across core asset classes while adding layers of tax efficient income.

Boost Your Portfolio's Tax Efficiency With NEOS ETFs

In a sea of options-based strategies, standing out may prove challenging for some firms. However, that's not the case for NEOS Investments, a firm that brings a long history of options-based experience to bear in its expanding high income ETF lineup.

Your Income Playbook for 2024 and Beyond

NEOS Investments, manager of the popular NEOS S&P 500 High Income ETF (SPYI), launched its latest expansion in the firm's growing lineup. The NEOS Enhanced Income Credit Select ETF (HYBI), a recent mutual fund conversion, brings the firm's signature strategy to the credit space.

NEOS Expands Fixed Income Lineup With HYBI

Options-based strategies appear here to stay, as broad adoption remains ongoing for institutional and retail investors alike. One firm, NEOS Investments, continues to carve out market share within the space.

NEOS Investments Thriving 2 Years Later

CSHI invests in T-bills and S&P 500 option spreads to generate premiums and income. It's strategy results in a 5.9% yield, slightly higher than that of t-bills. Risks are marginally higher too, although there have been no real drawdowns since inception. CSHI is a solid cash ETF, but with cuts looming, investors might consider transitioning away from these in the coming months.

CSHI: T-Bill And Options Income ETF, Solid 5.9% Yield And Performance

The NEOS Enhanced Income 1-3 Month T-Bill ETF is ideal for longer-term cash positions, offering higher returns with minimal risk. CSHI's strategy involves holding U.S. 1-3 month treasury bills and selling conservative SPX put spreads, yielding 1-1.5% above treasury rates. CSHI is suitable for cash held indefinitely for future opportunities, but may not be ideal for immediate liquidity needs or during rate cuts.

CSHI: Great Place To Park 'Longer' Term Cash

One of the most mentioned statistics in financial markets this year is that there's over $6 trillion in cash sitting in money market accounts. That figure steadily increased over the course of 2024.

How to Keep Cash Attractive Even as Rates Fall

Market volatility continues as investors anxiously await the Friday jobs report after a week of economic data indicating continued economic slowing. While the data proves favorable for rate cuts, economic weakening could spell trouble in the long term.

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As tax season draws nearer, advisors and investors increasingly look to their portfolio to optimize taxation. Given the surge of flows into short-term investments in the last year and a half, understanding the tax implications of these various assets may allow for better portfolio optimization and opportunity.

The Tax Implications of Your Short-Term Investments

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The ETF landscape grows ever more saturated, with more than 1,000 new product launches in the first seven months of the year. That's a record amount of new issuance.

Record ETF Launches: Derivatives Storm the Scene

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces August monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the August 2024 Ex-Div Date (8/21/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Nasdaq-100 High Income ETF (QQQ.

NEOS Investments Announces August ETF Suite Distributions

For investors at or near retirement, making the most of income matters. Increasing the tax efficiency of a retiree's income portfolio with the NEOS ETF suite may offer several benefits.

How to Augment Your Retirement Income for Tax Efficiency

Options strategies continue to prove popular with a growing contingent of advisors and investors. Troy Cates and Garrett Paolella, co-founders, managing partners, and PMs at NEOS Investments, recently discussed the portfolio benefits of these strategies.

Why Options Strategies Remain Popular in 2024

CSHI has outperformed T-bills and HYSAs by over 1.3% higher returns through integrating a strategic put spread options strategy. While CSHI's yield is taxed as ordinary income rates, its effective return still outperforms BOXX and HYSAs after taxes. CSHI provides consistent monthly income distributions and better liquidity over BOXX, making it a more attractive short-term cash management solution despite potential rate cuts affecting future yields.

Why CSHI Outshines BOXX And Traditional Cash Investments

In a year of volatility and risk, cash alternatives continue to prove a notable choice by investors. The NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) recently crossed $500 million in AUM this week with distribution yields above 5.5%.

Cash Alternatives ETF CSHI Crosses $500 Million

While the market outlook for interest rate cuts becomes increasingly more optimistic, several economic and macro risk factors loom in the second half. Advisors and investors should consider the tax treatment of their distribution streams when working to optimize their portfolio's performance in a challenging environment.

Consider Distribution Taxation When Optimizing Portfolios

In a market of muddled sentiment, the NEOS S&P 500 High Income ETF (SPYI) continues to prove popular with investors. The fund recently crossed over $1.5 billion in AUM with ongoing, consistent inflows.

News for Neos Enhanced Income Cash Alternative Etf ETF (CSHI)