Three Different International Exposure Strategies

So, let's We really have a good matchup here today.

We have three very unique strategies.

Um, very different.

They're going to get you exposure to that international marketplace.

They're going to do it in very unique ways.

Right.

First, I would call this a dividend matchup.

Um, you have two traditional divid strategies, dividend strategies that are focused on dividend paying companies, that being SCHY, LVHI.

And then you have a non-traditional um strategy that's going to create income through writing covered calls.

And it's actively managed.

So, let's start there.

I would think call this kind of that non-traditional actively managed um income generator for international stocks.

First, on the actively managed side, they are very active.

If you look over history, um the team that um is managing this portfolio for Amplify is really making bets and making changes over time, right?

You know, look back a few years ago, energy was the largest allocation in the portfolio.

Today it's much smaller, you know, with much larger allocations to information technology, much more growth tilt to the portfolio.

So, they're actively picking the stocks that they believe are going to outperform in the current environment.

Um, but it's also important to note that they're doing it, they're limiting themselves to doing it with ADRs.

So, they're getting that exposure by only investing in USlisted ADRs.

So, full exposure to the local company, but they're doing it through an ADR.

Um, so it's a um, as you'll see when we talk about it, it's going to have it's got a more of a growth tilt right now.

That's not historically true, but it does right now within the portfolio.

And then you kind of switch over to SCHY.

Um, and LVHI, I would call CHI a core dividend portfolio, right?

It's very diversified.

It's 100 stocks.

They're looking for dividend payers, but also applying a lot of stringent quality screens.

So kind of a fundamentally developed portfolio.

It's going to have a value tilt just like LVHI.

It will consistently have that value tilt, but you know, it's going to get you a good broad-based diversification, lowcost exposure to the marketplace.

And then there's LVHI.

I would call it your defensive dividend income.

Right now, it's going to take that dividend approach, but then it's also going to overlay um the concept of low volatility, right?

Low volatility dividend payers. and and in doing so it creates a much different profile than the other two portfolios.

Um it gets a much higher allocation to defensive sectors like utilities which have historically lower volatility.

Um so you know your up- down captures on an LVHI are going to be much lower um because you're going to have a much more defensive portfolio. very unique strategies.