Finance
CSHI, TLTI, HYBI, BNDI Inside NEOS Enhanced Income ETF Strategies
Date: 2025-07-23 20:00:21
We’re joined by Troy Cates, co-founder of NEOS Investments, for a deep dive into NEOS’ Enhanced Income ETF suite—a powerful lineup of funds designed to deliver tax-efficient, options-enhanced yield through U.S. Treasuries, bonds, and credit exposure.
We’ve covered NEOS’ High Income and Hedged Equity ETFs before—but today, we’re zooming in on four ETFs you may not have heard much about:
CSHI – Enhanced Income 1–3 Month T-Bill ETF
TLTI – Enhanced Income 20+ Year Treasury Bond ETF
HYBI – Enhanced Income Credit Select ETF
BNDI – Enhanced Income Aggregate Bond ETF
– What makes Enhanced Income ETFs different from traditional bond funds
– The role of SPX index options and tax-loss harvesting in boosting returns
– How these ETFs fit into a portfolio from a risk and allocation standpoint
– Why these may be ideal in today’s volatile market and uncertain rate environment
With monthly distributions, attractive yields, and smart portfolio construction, these NEOS ETFs are designed to complement both income-focused and diversified strategies.
Timestamps:
00:00 Welcome Troy Cates, co-founder of NEOS Investments
00:10 Introduction to NEOS Enhanced Income ETFs – CSHI, TLTI, HYBI, and BNDI
02:03 Where can these ETFs fit into a portfolio
05:44 Distribution schedule and scope of offerings from NEOS
07:32 CSHI Deep Dive
12:57 BNDI Deep Dive
15:08 HYBI Deep Dive
17:50 TLTI Deep Dive
19:54 Summary of NEOS ETFs
21:00 Upcoming ETF launches
21:52 Wrap Up
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#NEOSETFs #CSHI #TLTI #HYBI #BNDI #DividendStockpile #incomeinvesting
