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Investors seem to be returning to the classic “60/40” of stocks/bonds ratio due to currently elevated bond yields. But CIO Dave Gilreath and Senior Portfolio Manager JR Humphreys say that they might be overlooking another type of stocks that are having their own growth spurt: preferred stocks.
After a few years of abnormal market behavior, is 2024 the year we may finally see the market return to normal? CIO Dave Gilreath takes us back to 2020 and walks us through the past few years, explaining market behavior and sharing why this might finally be the year we can anticipate a return to normalcy.
While there are many ways to build a fixed-income portfolio, one asset class that is often overlooked is Preferred Equities. Portfolio Manager & Research Analyst Tom Kaiser, CFA, CPA explains why not to pass them by in his latest white paper.
Now that is a way to start the year off! In January 2024, the S&P 500 reached a new record high for the first time in two years.
CIO Dave Gilreath joins Money Life with Chuck Jaffe, where he shares his perspectives on dividend-paying stocks, including how they may appear in sectors that might surprise a typical income investor.
Innovative Portfolios, LLC is investment advisor to Dividend Performers ETF and Preferred-Plus ETF.
Carefully consider the Fund’s investment objective, risk factors, charges and expenses before investing. This and additional information can be found in the Preferred-Plus ETF and Dividend Performers ETF prospectus, which can be obtained by calling 800 617-0004 or by visiting Innovativeportfolios.com. Please read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal.
Derivative Securities Risk: The Fund invests in options that derive their performance from the performance of the S&P 500 Index. Derivatives, such as the options in which the Fund invests, can be volatile and involve various types and degrees of risks, depending upon the characteristics of a particular derivative. Derivatives may entail investment exposures that are greater than their cost would suggest, meaning that a small investment in a derivative could have a substantial impact on the performance of the Fund. The Fund could experience a loss if its derivatives do not perform as anticipated, or are not correlated with the performance of their underlying asset or if the Fund is unable to purchase or liquidate a position because of an illiquid secondary market. The market for many derivatives is, or suddenly can become, illiquid. Changes in liquidity may result in significant, rapid, and unpredictable changes in the prices for derivatives.
Dividend Paying Security Risk: Securities that pay high dividends as a group can fall out of favor with the market, causing these companies to underperform companies that do not pay high dividends. Also, companies owned by the Fund that have historically paid a dividend may reduce or discontinue their dividends, thus reducing the yield of the Fund.
REIT Risk: Investment in real estate companies, including REITs, exposes the Fund to the risks of owning real estate directly. Real estate is highly sensitive to general and local economic conditions and developments.
Preferred Security Risk: Preferred securities generally are subordinated to bonds and other debt instruments in a company’s capital structure and therefore will be subject to greater credit risk than those debt instruments. In addition, but not limited to, preferred securities are subject to other risks, such as being called by the issuer before its stated maturity, subject to special redemption rights, having distributions deferred or skipped, rising interest rates causing the value to decline, having floating interest rates or dividends, and having limited liquidity. Preferred securities that do not have a maturity date are perpetual investments.
Dividend Performers ETF and Preferred-Plus ETF is distributed by Foreside Fund Services, LLC.
The stock market has started to creep upwards from its low levels in 2022—”the bull has awakened,” as they say. But what’s next? CIO Dave Gilreath talks through how to navigate the mixed market signals with your clients to find out.
Navigating the niche market of Preferred Stocks can be tough, which is why Senior Portfolio Manager JR Humphreys and CIO Dave Gilreath hosted a 1-hour webinar to talk all things Preferreds.
Navigating the niche market of Preferred Stocks can be tough, which is why Senior Portfolio Manager JR Humphreys and CIO Dave Gilreath hosted a 1-hour webinar to talk all things Preferreds.
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