AMD is mentioned as a company whose performance could balance out the performance of other holdings within HHIS, contributing to a smoother distribution.
Source Post
HHIS Dividend SAFE?! Tech Stocks Down | Q&A w/Harvest ETFs Paul MacDonald Pt1
Passive Income InvestingApr 15, 2026
The creator discusses the current market environment, focusing on technology stocks and ETFs. They highlight the attractiveness of current tech valuations after a recent pullback, driven by factors like AI adoption and capital expenditures. The conversation delves into specific Harvest ETFs, including HHIS, HTA, and HTAE, explaining their strategies for income generation, diversification, and managing volatility through options writing. The discussion also touches upon the importance of security selection and equal-weighting in tech exposure during uncertain times.
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Tickers discussed in this post
Robinhood is mentioned as a stock that has recently been hit, indicating it is a more speculative holding within HHIS.
Reddit is mentioned as a stock that has recently been hit, implying it is a more speculative holding within HHIS.
SoFi is mentioned as an example of a stock that investors could overweight individually if they believe in its potential, as an alternative to the broader HHIS ETF.
Eli Lilly is included in HHIS as a defensive healthcare stock that provides diversification and helps to smooth out the fund's volatility.
Costco is highlighted as a diversified, defensive holding within the HHIS ETF that helps to smooth out portfolio volatility.
CrowdStrike is listed as a more speculative name within the HHIS ETF.
Coinbase is mentioned as a more speculative name within the HHIS ETF, which has seen meaningful increases and contributed to the fund's performance.
Palantir is mentioned as a more speculative, exciting name held within the HHIS ETF, which has seen meaningful increases contributing to the ETF's performance.
Tesla is identified as a core blue-chip technology company and is held within the HHIS ETF.
Nvidia is listed as a core blue-chip technology company and a holding within the HHIS ETF.
Broadcom is noted as a holding within the HHIS ETF and is considered a core blue-chip technology company.
Apple is mentioned as one of the core blue-chip technology companies held within the HHIS ETF.
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