Kelly Intelligence

Kelly Intelligence

Investment Management

Denver, Colorado 566 followers

Traditional Investing. Cutting Edge Exposure.

About us

Kelly Intelligence is an SEC registered investment advisor that seeks to bring cutting-edge products with forward-looking exposure. Its growing suite of indexes provide highly liquid, pure-play access to the innovative business models, emerging industries and disruptive technologies that are shaping and transforming companies. Disclaimers: https://kellyintel.com/social

Website
https://KellyIntel.com
Industry
Investment Management
Company size
2-10 employees
Headquarters
Denver, Colorado
Type
Privately Held

Locations

Employees at Kelly Intelligence

Updates

  • The Cash Flow Dividend Leaders $COWS Index: The power of dividend growth, coupled with the strength of high free cash flow (“FCF”) yield. It outperforms another "cash flow" index. Learn why here: http://cowsindex.com

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    Kelly Intelligence // COWSETF Index - Creator: QYLD, SRVR, INDS ETFs

    Check out the latest Kelly Cash Flow Dividend Leaders ($COWS) Index Report. Sneak preview - we outperform the $COWZ Index in every time period. Learn why here: http://cowsindex.com

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  • Smarter, not harder, free cash flow investing. COWSETF Index eliminates hindsight bias by incorporating future free cash flow in security selection. Read more about it in the below white paper!

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    2,056 followers

    🌐 What's new with cash flows? The Kelly Intelligence US Cash Flow Dividend Leaders Index, calculated by Syntax, includes at least 40 and up to 100 large- to mid-cap publicly traded US companies with high free cash flow and consistent dividend growth. 📊 Focused on long-term capital appreciation and monthly income distributions, the index emphasizes the importance of free cash flow (FCF) at it: 1️⃣Represents the ability of a company to generate cash to maintain and support the growth of its business. 2️⃣ Is a measure of profitability that is not subject to the nuances of expense and revenue recognition used to report a company’s accounting earnings. 3️⃣ Highlights a company’s ability to pay dividends and repay its debts.   🔁 Unlike relying solely on historical data, the index uses a quantitative approach, combining trailing and forward free cash flow metrics for a comprehensive analysis. 💰 Download Report: https://lnkd.in/enxHtHdM   #FinanceInsights #CashCows #Indexing

  • The COWSETF Index, Kelly US Cash Flow Dividend Leaders Index, performance is now available below with disclosures. The COWSETF Index utilizes a Forward FCF Yield and Trailing FCF Yield ranking system. Conversely, the Pacer US Cash Cows 100 Index uses only trailing free cash flow yield (hindsight bias), has unlimited sector exposure, and mandated to hold 100 positions (see Hawaiian Electric position in Q4 2023). There should be a focus on risk exposure and diversification, especially to avoid idiosyncratic sector risks. The COWSETF Index may minimize idiosyncratic risks by implementing an industry cap of 24%. Getting in and out of the right sectors at the right times is difficult for several reasons, including the nature of rebalancing and the lag effect. Disclosures: Past performance is no guarantee of future results. Some of the performance presented herein is backtested performance. Backtested performance is not actual performance, but is hypothetical. The backtest calculations are based on the same methodology that is intended to be used when the index is officially launched. However, back-tested data may reflect the application of the index methodology with the benefit of hindsight, and the historic calculations of an index may change from month to month based on revisions to the underlying economic data used in the calculation of the index. The index methodology and backtested performance is subject to change prior to inception. Charts, graphs, and graphics are provided for illustrative purposes only.

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