Bennett Financial
A SMARTER INVESTMENT TOOL
CHOOSE YOUR GOAL, CHOOSE YOUR RISK AND START INVESTING
Smarter Investing
The Bennett Fund is a dynamic and ever-evolving list of carefully selected publicly traded companies. Our fund is meticulously curated and regularly monitored to identify companies with the highest shareholder yield, combining attractive dividend returns, sustainable growth, and strategic share buybacks. While the fund is designed to showcase profitable companies, it's important to note that it is purely for informational and entertainment purposes and does not constitute investment advice.
Smarter Investing
The Fund is focused on diversification and steady growth. We aim to allocate capital among a carefully selected list of companies from various industries, allowing us to diversify risk while pursuing consistent returns.
Each company included in the fund has a shareholder yield above 5%, which encompasses both dividend yield and share buyback activities. We prioritize companies with a proven track record of weathering economic downturns and demonstrating resilience in challenging market conditions. By selecting companies with a history of increasing dividend percentages, we seek to provide our investors with the potential for attractive income generation over time.
Smarter Investing
Investing in the Bennett Financial Fund offers investors a range of benefits. Our fund is composed of companies with a shareholder yield above 5%, ensuring potential for attractive returns through dividends and share buybacks. With a focus on diversification across industries, the fund aims to spread risk and capture growth opportunities. The selected companies have a proven track record of resilience during market downturns, providing stability and potential growth even in challenging times. Our long-term investment approach emphasizes value creation and is managed by a team of experienced professionals. By investing in the Bennett Financial Fund, investors gain access to a professionally managed portfolio designed to deliver long-term value while mitigating risks.
Investing with Confidence
Top 10 holdings
Services
High Dividend Yield
The fund consists of companies that offer a high dividend yield. This means that investors can expect to receive a significant portion of their investment back in the form of dividends, providing a potential source of regular income.
Diversification
The fund is designed to provide diversification across industries. By investing in companies from different sectors, it aims to reduce risk and mitigate the impact of economic downturns, as industries perform differently under varying market conditions.
Proven Track Record
All companies included in the fund have a proven track record of surviving economic downturns and increasing their dividend percentage over time. This indicates their resilience and ability to generate consistent returns for investors.
Lets Look at the Numbers
**Notice**
Bennett Financial LLC (DBA Bennett Financial) and all connected parties under Bennett Financial, do not provide financial advisory services or tax advice. Investors should consult a financial professional before making any investment decisions. Investors should also consult their own tax professionals for information regarding their own tax situations. This content is for informational purposes only and should not be construed as legal, tax, investment, financial, or other advice; nor should it be construed as a solicitation, recommendation, endorsement, or offer for any investment strategy or product for a particular investor.
NOT INVESTMENT ADVICE TO BE USED AS ENTERTAINMENT PURPOSED ONLY CONSULT A PROFESSIONAL BEFORE INVESTING.
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
There are risks involved with investing in ETFs, including possible loss of money. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Underlying Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
Investments focused in a particular sector, such as technology, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.
Bennett Fund. Holdings are subject to change and are not buy/sell recommendations.
The Bennett Fund-19 Index comprises the 19 highest share holder yielding companies traded on the Nasdaq. An investor cannot invest directly in an index.
Diversification does not guarantee a profit or eliminate the risk of loss.
Transparency: Most ETFs disclose their holdings daily.
Low cost: Since ordinary brokerage commissions apply for each ETF buy and sell transaction, frequent trading activity may increase the cost of ETFs.
Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, typically consisting of 50,000 Shares.
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