In the News
Innovative Portfolios is a contributor of market commentary and investment perspectives to a wide variety of financial news sources and publications.
Preferred Stocks: Superior Income And Now Growth
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.
Money Life with Chuck Jaffe | Lowry's Kahn: 'The major trend is up.' Ride the trend
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.
One Key Market Sector Likely to Grow in 2024
Advisors, curious about which market sectors might grow in 2024? CIO Dave Gilreath shares his thoughts on one specific sector in his latest article for Medical Economics.
Evaluating the Risks of Investing in Chinese Stocks
U.S. investors have been investing in Chinese stocks for years, but is it a trend that should continue? CIO Dave Gilreath assesses the current risks based on today’s U.S. and Chinese economies.
Getting Clients to Buy Into the Return to Normalcy
After four years on the economic rollercoaster, advisors are seeing a return to normalcy on the horizon. But now the question is, how do advisors convince their clients that normalcy really is here to stay? Read on for CIO Dave Gilreath‘s advice.
Utilities: Unsexy But Highly Stable, With Reliable Dividends
While they may not be the sexiest stock around, Utilities make up for it with their potential stability. Read why you and your clients shouldn’t overlook Utilities in CIO Dave Gilreath‘s latest Financial Advisor article.
The Inevitable Rise And Fall Of Market Sectors
CIO Dave Gilreath compares Newton’s universal law of gravitation to the stock market in his latest Medical Economics article, calling out the rhythm of elevated stock sectors falling while depressed ones rise.
With Continued Geopolitical Conflicts, Here Are Defense Stocks Investors Should Consider
In his latest CNBC article, CIO Dave Gilreath explores a variety of defense companies and stocks to consider, especially during times of geopolitical conflict.
CIO Dave Gilreath Interviewed on Benzinga's ETFs Unlocked
CIO Dave Gilreath joins Benzinga’s “ETFs Unlocked” to discuss his latest stock picks and his outlook on the market heading into 2024.
Indirect, Angst-Free ways To Invest In Real Estate
Want to start investing in real estate but don’t know how? Learn how to begin your investment journey with tips from CIO Dave Gilreath in his most recent Medical Economics article.
Do Your Clients Suffer From Infectious Doomsday Syndrome?
Many factors can impact your client’s investment strategies, but what if those factors stem from pessimistic financial forecasts? Find out how that exposure may contribute to Infectious Doomsday Syndrome (IDS) in Innovative Portfolios CIO Dave GIlreath’s most recent article.
Stocks vs. Bonds: There’s No Contest
In his latest article, CIO Dave Gilreath compares and contrasts stocks and bonds while highlighting the value in discipline and patience for stock investing.
Preferred Stocks: The Quiddity of Equity
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.
The Portfolio Playbook | Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio with Dave Gilreath and Ron Brock from Innovative Portfolios, LLC (Ep. 2)
CIO Dave Gilreath and CFO Ron Brock joined the most recent episode of “The Portfolio Playbook” podcast. In it, they shared the story of how they built their own registered investment advisory business.
Investing Intelligence: Is There Growth To Be Found In The Building Materials Sectors?
As the stock market shifts from post-bear to embryonic bull, CIO Dave Gilreath explores the building materials sectors and whether there is potential growth to be had.
2023: The Terrible Financial Year That Isn’t
Throughout the first half of 2023, investors clung to fears of recession while the market performed better than expected. Now, with less than half the year remaining, CIO Dave Gilreath analyzes how the rest of 2023 might go and whether this will end up being the terrible financial year that wasn’t.
The Negative Outlook on REITs is Overblown
Rising interest rates have pushed the costs of financing property purchases up this year, but now that the Federal Reserve’s interest rate-hiking cycle is winding down, fears around REITs are proving to be overblown.
Celebrating One Year of Innovative Portfolios ETFs at Cboe Global Markets
CIO Dave Gilreath and CFO Ron Brock sit down with Rick Rosenthal, Director of North American Derivative Sales at Cboe Global Markets and reflect on the first year of Innovative Portfolios’ two ETFs, which were converted from mutual funds in March of 2022.
The Building Blocks of Industry and Construction
Demand is increasing for manufacturing and construction materials; according to CIO Dave Gilreath, this trend points to distinct growth potential for this small but mighty sector.
Money Life with Chuck Jaffe | Invesco's Hooper expects short, downturn before a leg up to end the year
On the latest episode of Money Life with Chuck Jaffe, CIO Dave Gilreath celebrates the 10-year anniversary of the Bulls of the Dow portfolio strategy by diving into the strategy’s origins and methodology.
Op-ed: Here’s a Midyear Stock-Picking Guide for Both Bears and Bulls Amid Recession Debate
At the halfway mark of 2023, CIO Dave Gilreath analyzes some sectors that may be appealing for recession disbelievers to invest in, such as industrials, materials, and financials.
Happy 10th Birthday, Bulls of the Dow!
Innovative Portfolios’ Bulls of the Dow strategy is 10 years old! But is it still doing what we designed it to do? Absolutely. Check out our press release to learn more about the creation of and performance of Bulls of the Dow over the past decade.
Despite Sanguine Signs, It’s Still Hip to Be a Market Bear
It’s no longer “hip to be square,” but rather “hip to be bear” for many professional investors, suggests CIO Dave Gilreath, despite signs that indicate the bear market may be on its way out.
TARP: A Stock City With Lower Risk And Good Potential
After being exposed to recession-obsessed media for months, many investors remain stubbornly pessimistic despite positive market changes. CIO Dave Gilreath discusses how their pessimism is dangerously counterproductive, and how a view into the past might dispel their negative assumptions.
Avoid ‘Diworsification’ of Your Portfolio
While the age-old adage for advisors is to push for investment diversification, CIO Dave Gilreath analyzes the concept of “diworsification,” or too much diversification, and how global investments might play a role.
Op-ed: Fear Creates Growth Opportunities in Preferred Stocks
CIO Dave Gilreath covers growth opportunities in preferred stocks in his latest Op-ed for CNBC. “Preferred prices generally remain depressed,” he says, “creating opportunity for investors who don’t mind wading in when the water is still a bit muddy.”
Ringing in the First Anniversary of Preferred-Plus and Dividend Performers ETFs at Cboe
How time flies! Innovative Portfolios celebrated the first anniversary of their two ETFs, which were converted from mutual funds in 2022. To mark the occasion, the team gathered at Cboe Global Markets’ headquarters in Chicago on Tuesday, April 25th and rang the closing bell on the trading floor.
DISCLAIMER
Innovative Portfolios, LLC (“IP”) is an SEC-registered investment advisor founded in 2015. Clients or prospective clients are directed to IP’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding publications are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in any commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. The companies mentioned in the publications may be held by Sheaff Brock Investment Advisors, Innovative Portfolios, Innovative Portfolios’ ETFs or any other affiliates or related persons. Therefore, there is a conflict of interest that the advisors may have a vested interest in the Companies and the statements made about them. Past performance does not guarantee or indicate future results.