Kelly Intelligence

Traditional Investing. Cutting Edge Exposure. Exchange Traded.

Daily Delta 0DTE Long Options

0DTE Long Calls & Puts

Daily Delta option strategies offers the highest amount of magnification available in the marketplace today through the undefined maximum profit potential of the 0DTE option positions. They seek to provide returns that have can have magnified upside (greater than 2x, 3x, etc.), bullish or bearish, to the return of the Nasdaq 100 Index

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Cash Flow Leaders Income

Cash Flow Dividend Leaders & Covered Call

The COWS index and HCOW covered call index strategy invests in companies with high free cash flow yield and dividend growth aimed to provide long-term capital appreciation and monthly income distributions. COWS utilizes a free cash flow (FCF) screen for Trailing AND Forward FCF Yield. HCOW combines the COWS index with a call income strategy component.

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Bitcoin Treasury Income

2% Monthly Income & Max Income

Bitcoin's decentralized nature, operating beyond traditional financial systems, often faces skepticism from regulators, institutions, and competing assets, underscoring its resilience and unique appeal. The innovative BITY and BAGY index strategies channel this "vs Everybody" spirit into high-yield income opportunities. By leveraging weekly options-writing, these strategies convert Bitcoin's volatility into a consistent income stream through premium collection.

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FEATURED RESOURCES

November 1, 2024

Kelly Cash Flow Dividend Leaders Index Report

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April 19, 2024

CNBC – Tools of the Trade: Options

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April 11, 2024

COWSETF Index: How to Invest in Free Cash Flow Yield Summary

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October 25, 2023

COWSETF Index: The Importance of Forward Free Cash Flow

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July 11, 2023

Market’s Two August Super Moons: Tech Earnings and the Fed

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March 3, 2023

CNBC TV: Kevin Kelly Sets Up a Way to Play Raytheon (RTX)

Video
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WAYS TO GET STRATEGIC

Advisery & Sub-Advisery

  • What: Kelly Intelligence provides strategy or index construction in stocks, options, ETFs or any other applicable securities. Our firm has the experience and the capability to handle all types of mandates and asset classes including passive and active, equity, options, commodity and fund of funds.
  • Benefits: Our firm helps identify, evaluate and manage investments within a portfolio while also handling portfolio management, basket construction and maintenance, and capital markets support. Kelly Intelligence is familiar with the structure of the different vehicles, as well as the various regulatory and tax issues unique to each vehicle. Our investment process is built around risk control with the goal of producing consistent and replicable results for portfolio implementation.
  • Why: With over 12 years in the ETF industry, Kelly Intelligence’s leadership has extensive experience managing funds. We are well known for our investment style, options expertise and track record for specific investment strategies including creating billions in options ETFs and real estate sector ETFs.
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Exchange Traded Funds

  • What: Exchange Traded Funds (ETFs) are a basket of securities, shares of which are sold on an exchange. ETFs combine features and potential benefits of mutual funds and stocks.
  • Benefits: ETF shares, like individual stocks, are traded throughout the day. They offer access to numerous strategies and asset classes.
  • Risks: As with all ETFs, Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund.
  • Why: ETFs can offer trading flexibility, diversification and risk management, lower management fees than comparable mutual funds, dividend reinvestment and tax benefits.
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Kelly Strategic Management, LLC (dba Kelly Intelligence) is an investment advisor registered with the US Securities and Exchange Commission (SEC). For more information regarding the firm, please see its Form ADV on file with the SEC. Registration with the SEC does not imply a particular level of skill or training.

Investing in securities involves risk of loss that investors should be prepared to bear. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against a loss.

The views expressed herein represent the opinions of Kelly Intelligence and are not intended to predict or depict performance of any particular investment. All data provided by Kelly Intelligence, including any reference to specific investment strategies or market commentary is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. The views presented are subject to change.

Kelly Intelligence does not endorse and is not responsible or liable for any content, advertising, products, services, or information on or available from third-party websites or materials. Kelly Intelligence may use content on this website that has been supplied by companies that are not affiliated with Kelly Intelligence (third-party data). Any third-party data contained on Kelly Intelligence’s website has been obtained from sources believed to be reliable, but the accuracy or completeness of the information cannot be guaranteed.