BTO: Navigating Volatility For Long-Term Rewards

  • BTO offers a strong income plan with stable to growing NAV and a consistent ~6% yield, making it attractive for patient, long-term investors. The fund outperforms banking ETFs over cycles, thanks to active management, leverage, and a diversified regional bank-heavy portfolio. Best entry points are during market drawdowns; current conditions favor systematic accumulation for early-cycle positioning and income growth potential.