PowerYield Portfolios™

34.71%
Annualized Distribution Rate* (As of 7/31/2026)

Seeks to Generate Monthly Income from Volatility Harvesting.

PowerYield Portfolios™ utilize ETFs to potentially generate monthly income from top stocks that typically don't pay dividends while maintaining direct equity exposure.

Build Your Portfolio Explore Strategy

Potentially harvesting volatility from individual stocks, such as

TESLA NVIDIA COINBASE GOOGLE META AMD APPLE MICROSOFT SPACEX

Is the Power Yield Portfolio Right for You?

This strategy is generally intended to represent only a portion of a client’s overall investment portfolio and is subject to SAM’s suitability review.

May Be Suitable For:
  • Retirees seeking supplemental income
  • Investors looking for professionally managed portfolios
  • Busy professionals who prefer a hands-off approach
  • Long-term investors
  • Traditional IRA and Roth IRA investors
  • Taxable brokerage accounts
May Not Be Appropriate For:
  • Short-term traders
  • Investors uncomfortable with market fluctuations
  • Investors seeking guaranteed income





Strategy Objective

The Power Yield Portfolio is designed to provide investors with exposure to income-oriented strategies derived from single-stock options-based exchange-traded funds (ETFs) while also maintaining direct equity exposure to the underlying companies.

We combine single-stock ETFs with their corresponding underlying equities to potentially generate income through options premium distributions while maintaining participation in equity performance.

Income Generation

Designed to generate income through options premium distributions via single-stock buy-write (covered call) strategies.

Direct Equity Exposure

Maintains direct participation in the underlying company's market performance, balancing out the ETF options strategy.

Structured Diversification

Balances attempted income generation across multiple single-stock strategies and underlying issuers to avoid excessive concentration in a single security.

Portfolio Construction Graph

Portfolio Construction

Positions within the portfolio are weighted using a market capitalization-based methodology to maintain proportional exposure. Each position represents a dual-exposure structure.

  • ETF: Seeks to generate income through an options-based strategy tied to a single stock.
  • Underlying Equity: Provides direct participation in the company’s market performance.
  • Market Cap Weighting: Maintains proportional exposure among selected holdings.

Security Selection & Rebalancing

A systematic framework for identifying assets and maintaining portfolio integrity.

Selection Methodology

Identify Target Assets

Identification of available single-stock ETFs.

Pair Equities

Inclusion of the corresponding underlying equity securities associated with those ETFs.

Allocate Weights

Allocation of portfolio weights based on a market capitalization-based framework.

Diversify Issuers

Diversification across multiple issuers to avoid excessive concentration in any single position.

Monthly Rebalancing

The portfolio is reviewed and rebalanced typically during the first week of each month. SAM may:

  • Adjust portfolio weights to maintain the cap-weighted allocation structure.
  • Add or remove eligible ETFs and their corresponding equities based on availability and market conditions.
  • Rebalance positions to maintain diversification objectives, taking into consideration liquidity and portfolio goals.

    • Rebalancing decisions are made at the discretion of SAM and may take into consideration market conditions, liquidity, and portfolio objectives

Potential Benefits of
PowerYield Portfolios™

A dual-exposure structure seeking to balance income generation, diversification across underlying issuers, and structured portfolio construction.

💰

High Income Potential

Designed to deliver an alternative source of meaningful monthly yields using a single-stock buy-write (covered call) strategy.

📈

Compounding Power

Income received can be automatically reinvested into the strategy in an attempt to benefit from the advantages of compounding over time.

🎯

Diversification & Access

Manage the risk of single-stock strategies with a portfolio solution, gaining exposure to strategies typically utilized by options investors.

⚡

Direct Equity Exposure

Maintains participation in the underlying company's market performance by holding the corresponding equity alongside the ETF.

🛡️

Convenience and Ease

SogoTrade Asset Management manages everything for you, avoiding the anxiety of managing multiple options strategies simultaneously.

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Commission Free

Execute all trades for a single management fee. We determine the composition and rebalance monthly, all commission free.

Our Mission & Goal

SogoTrade Asset Management's mission is to provide investment opportunities for our clients in a simple, cost-effective manner. We believe customers need more than just a portfolio. Because we are interested in long-term relationships, we want to be cost-competitive so as to not erode customer returns while providing a necessary level of individual service.


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One Simple Fee.
Commission Free.

We manage the complexities of covered call options and cap-weighted allocation for you. PowerYield Portfolios™ feature a straightforward, transparent fee structure.

  • Monthly Review: Portfolio is rebalanced typically during the first week of each month.
  • No Trading Commissions: SogoTrade Asset Management executes all trades for you.
  • Active Diversification: We dynamically add/remove eligible ETFs.
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Management Fee

1.25% / annualized

Or $5 per month (whichever is greater).

Includes 0.75% SAM Standard Service + 0.50% PowerYield Portfolio optimization fee. Charged monthly.

Important Risk Disclosures

Before investing you should carefully consider each Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus. Please read the prospectuses carefully before you invest.

No information contained on this website is intended as a recommendation or solicitation to invest in, or liquidate, a particular security or portfolio. Product suitability must be independently determined for each individual investor.

Distribution Risk. As part of the Fund’s investment objective, the Fund seeks to provide current income. There is no assurance that the Fund will make a distribution in any given month. If the Fund does make distributions, the amounts of such distributions will likely vary greatly from one distribution to the next.

The distribution rate is not the same as total return. The distribution rate is based on past distributions which may not continue.

Distributions may include a return of capital.

Options are not suitable for all investors. There are risks involved in any option strategy. Individuals should not enter into option transactions until they have read and understood the option disclosure document titled "Characteristics and Risks of Standardized Options," which outlines the purposes and risks of option transactions. This booklet is available from your Financial Advisor or at http://www.theocc.com/about/publications/character-risks.jsp. Supporting documentation of claims will be supplied upon request.

Options Contracts. The use of options contracts involves investment strategies and risks different from those associated with ordinary portfolio securities transactions. The prices of options are volatile and are influenced by, among other things, actual and anticipated changes in the value of the underlying reference asset, including the anticipated volatility, which are affected by fiscal and monetary policies and by national and international political, changes in the actual or implied volatility or the reference asset, the time remaining until the expiration of the option contract and economic events.

Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, or funds (including ETFs), interest rates or indexes. The Fund’s investments in derivatives may pose risks in addition to, and greater than, those associated with directly investing in securities or other ordinary investments, including risk related to the market, imperfect correlation with underlying investments or the Fund’s other portfolio holdings, higher price volatility, lack of availability, counterparty risk, liquidity, valuation and legal restrictions.

High Portfolio Turnover Risk. The Fund may actively and frequently trade all or a significant portion of the Fund’s holdings.

Liquidity Risk. Some securities held by the Fund, including options contracts, may be difficult to sell or be illiquid, particularly during times of market turmoil.

Investing in securities involves risk of loss that clients should be prepared to bear. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that your investment will be profitable. Past performance is not a guide to future performance. The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions. Diversification does not assure a profit or protect against loss.

Call Writing Strategy Risk. The path dependency (i.e., the continued use) of the Fund’s call writing strategy will impact the extent that the Fund participates in the positive price returns of the underlying reference asset and, in turn, the Fund’s returns, both during the term of the sold call options and over longer time periods.

Counterparty Risk. The Fund is subject to counterparty risk by virtue of its investments in options contracts. Transactions in some types of derivatives, including options, are required to be centrally cleared (“cleared derivatives”). In a transaction involving cleared derivatives, the Fund’s counterparty is a clearing house rather than a bank or broker. Since the Fund is not a member of clearing houses and only members of a clearing house (“clearing members”) can participate directly in the clearing house, the Fund will hold cleared derivatives through accounts at clearing members.

Price Participation Risk. The Fund employs strategies which may limit the degree to which the Fund will participate in increases or decreases in value experienced by the underlying reference asset over the Option Period.


* PowerYield Distribution Rate Disclosure

The Distribution rate is calculated as the sum of all the ETF distributions paid in our distribution rate tracking account during the preceding calendar month, divided by the average balance during that month, then that figure is multiplied by 12. The distribution is a combination of option income and return of capital.


** SAM Managed Account Service Fees

SAM is compensated for its Managed Account services by charging a fee based on the net market value of a Client’s Account. SAM reserves the right, in its sole discretion, to negotiate, reduce or waive the advisory fee for certain Client Accounts for any period of time determined by SAM. In addition, SAM may reduce or waive its fees for the Accounts of some Clients without notice to, or fee adjustment for, other Clients. The annual management fee for SAM Standard Service managed accounts is 0.75% on the assets under management in the account. For PowerYield Portfolio accounts, in addition to the Standard Service management fee, SAM charges an additional fee of another 0.5%. SAM has a minimum monthly fee of $5. Fees are charged on a monthly basis.


Portfolio management and advisory services are provided by MarketRiders, Inc. (doing business as SogoTrade Asset Management ("SAM")), a registered investment advisor. Brokerage services are provided by SogoTrade, Inc. SAM provides discretionary advisory services for a fee. SAM and SogoTrade, Inc. are separate entities under common ownership.

Before investing you should carefully consider each Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus. Please read the prospectuses carefully before you invest.

No information contained on this website is intended as a recommendation or solicitation to invest in, or liquidate, a particular security or portfolio. Product suitability must be independently determined for each individual investor.


Shareholders of the funds are not entitled to any dividends paid out by any of the companies mentioned.
The funds do not invest directly in the underlying stock or ETF.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

The performance data quoted represents past performance, past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. To obtain performance data current to the most recent month-end contact us at 1-888-709-7646.

Portfolio management and advisory services are provided by MarketRiders, Inc. (doing business as SogoTrade Asset Management ("SAM")), a registered investment advisor. Brokerage services are provided by SogoTrade, Inc. SAM provides discretionary advisory services for a fee. SAM and SogoTrade, Inc. are separate entities under common ownership.

    Our Mission

  • At SogoTrade, we aim to decrease your risk while lowering your cost and maximizing your return. We seek to offer you the same product at a better price or a better product at the same price.
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Contact Information

  • Nationwide Call Center
  •  US: 1-888-709-7646
  •  Outside US: 1-646-885-6594
  • Service Hours                    
  • Monday - Friday
  • 8am - 6pm ET


© 2026 SogoTrade, Inc. All rights reserved.Brokerage services provided by SogoTrade, Inc., Member of FINRA.

SogoTrade is a member of SIPC, which protects securities customers of its members up to $500,000 ($250,000 for cash). For more details, please see www.sipc.org. Our clearing firm, Apex Clearing, has purchased an additional insurance policy, which provides protection for securities and cash up to an aggregate of $150 million, subject to maximum limits of $37.5 million for any one customer's securities and $900,000 for any one customer's cash. The SIPC protection and this additional insurance do not protect against a loss in the market value of securities, and do not apply to cryptocurrency transactions.



Portfolio management and advisory services are provided by MarketRiders, Inc. (doing business as SogoTrade Asset Management ("SAM")), a registered investment advisor. Brokerage services are provided by SogoTrade, Inc. SAM provides discretionary advisory services for a fee. SAM and SogoTrade, Inc. are separate entities under common ownership.

Before investing carefully consider the underlying objectives, risks, charges, and expenses of the investment product. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the SAM Disclosure Brochure (Form ADV Part 2A).

Important Note: Options involve risk and are not suitable for all investors. For more information please read the Characteristics and Risks of Standardized Options. Please note fees, commissions and interest charges should be considered when calculating results of options strategies. Transaction costs may be significant in multi-leg option strategies, including spread, as they involve multiple commission charges. SogoTrade does not provide tax advice. Please consult with a tax advisor as to how taxes may affect the outcome of options transactions/strategies.

No information contained on this website is intended as a recommendation or solicitation to invest in, or liquidate, a particular security or portfolio. Market volatility, volume and system availability may effect account access and online trade execution. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. Unauthorized access and use is prohibited.

Market data displayed under Research is provided and hosted by Barchart Market Data Solutions. Fundamental company data is provided by ActiveTick LLC. SEC Filings provided by Edgar Online. Information is provided ‘as-is’ and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see disclaimer.


CURRENT PROMOTIONS:
When you complete an account transfer, valued at $10,000 or higher, from another brokerage account to your SogoTrade account, SogoTrade will reimburse you, up to a maximum of $100, for the account transfer fees imposed by the other broker. You must apply for the ACAT reimbursement by completing and submitting a SogoTrade Account Transfer Reimbursement Request Form and provide an account statement to SogoTrade as proof of the imposed transfer fees. The Form and statement can be mailed or faxed to SogoTrade. Reimbursements will be made to your account via a credit within 30 days of receipt of the Form and Statement. Your SogoTrade account must remain open and maintain a minimum equity of $500 for a period of at least six months, or SogoTrade may charge the account for any transfer fee reimbursement credits. SogoTrade reserves the right to terminate this offer at any time without prior notice or extend the offer at its sole discretion. Offer is not valid for internal transfers between any two SogoTrade accounts. Offer valid for a limited time. Void where prohibited.

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