In this episode of Dividend Stockpile, I sit down with Jonathan Molchan from Shelton Capital Management to take a deep dive into the TUGN ETF—a tactical Growth and income strategy designed to adapt to changing market conditions while seeking long-term capital appreciation and monthly income.Unlike traditional buy-and-hold funds, TUGN uses a rules-based approach that incorporates trend following, momentum, and volatility signals to adjust its market exposure. The goal is to participate in market upside while helping manage downside risk during periods of uncertainty.In this interview, we discuss:✅ How the TUGN ETF works✅ Why Shelton Capital chose a tactical investment approach✅ The role of momentum and volatility in portfolio management✅ How TUGN seeks to generate monthly income✅ What makes TUGN different from traditional index funds and covered call ETFs✅ The potential benefits and risks for long-term investorsWhether you’re an income investor looking for new ideas or a growth investor interested in risk-managed strategies, this conversation provides valuable insight into how TUGN aims to navigate today’s markets.🔔 Subscribe to Dividend Stockpile for more interviews with ETF issuers, portfolio managers, and Experts covering dividend Investing, income strategies, and innovative ETFs.⚠️ This video is for educational and informational purposes only and should not be considered investment advice. Always conduct your own research and consult a qualified financial professional before making investment decisions.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.
