Monthly Dividend ETF That Captures Both Dividends and Growth: Just Remember This | Park Hyun-ji, Park Chan-woo, Yeo Doeun, Heo Jaemu [Morning N Investment]

Monthly Dividend ETF That Captures Both Dividends and Growth: Just Remember This | Park Hyunji, Park Chanwoo, Yeo Doeun, Heo Jaemu [Morning N Investment]

Watch on YouTube ↗ | September 03, 2026 at 02:27 | 53:03 | 3PRO TV (삼프로TV)

Speakers

Park Hyun-ji — Manager

Park Chan-woo — Manager, Hanwha Asset Management ETF Business Division

Summary

Park Hyun-ji reviews ETF market flows and constructs conservative and income-maximizing dividend ETF portfolios using US dividend growth, high-dividend active, covered call, and Korean dividend ETFs. Park Chan-woo argues for steady dividend ETF investing, highlights Korea's dividend separate taxation and mandatory buyback cancellation policies, and warns on high-yield and excessive-buyback traps. The overall stance favors cybersecurity software, gold on dips, crypto catalysts, Korean shareholder return themes, and diversified monthly-income portfolios.

Park Hyun-ji notes AI adoption rotating interest into software and cybersecurity, with Palantir and CrowdStrike as beneficiaries.
She stays bullish on gold and silver and favors buying on dips.
Crypto is supported by Clarity bill expectations, dollar weakness, and a short squeeze.
Park Hyun-ji builds two dividend portfolios: a conservative 4 to 6 percent yield portfolio and a higher-beta income-maximizing portfolio.
Park Chan-woo explains Korea's dividend separate taxation and mandatory buyback cancellation as positive for Korean shareholder return stocks.
He recommends diversified Korean dividend and total shareholder return ETFs.
He warns not to blindly chase high dividend yields or excessive buybacks.

Ideas

Park Hyun-ji Manager 4:36

AI adoption boosts cybersecurity software.

AI agent adoption is rotating investor interest from semiconductors and power infrastructure toward software and cloud, and cybersecurity vendors such as Palantir and CrowdStrike are seeing demand surge with double-digit revenue growth and improving subscription metrics, supporting their recent strength.

Park Hyun-ji Manager 5:45

Buy gold and silver on dips.

After a strong one-month run, gold and silver are seeing profit-taking, but Park maintains a year-end bullish stance and advises accumulating in tranches on pullbacks rather than chasing high prices.

Park Hyun-ji Manager 6:33

Nuclear power bottleneck theme remains intact.

Nuclear power construction is pulling back on profit-taking after a strong run, but despite doubts about AI capex, interest in the power bottleneck beyond semiconductors continues and supply-demand tightness should keep the theme relevant.

Park Hyun-ji Manager 8:01

Clarity bill and dollar weakness boost crypto.

Crypto is being supported by debasement trade, dollar weakness, expectations for the Clarity bill around September 15, and a short squeeze as bearish positions are liquidated; within crypto, Bitcoin and Solana are outperforming while Ethereum and other altcoins lag, and RWA-related crypto plays are strong.

Park Hyun-ji Manager 11:16

Samsung-SK group ETF merits consideration.

A newly listed ETF combines Samsung and SK group affiliates with top 10 concentration, highest Samsung and SK Hynix weights, and diversified related subsidiaries; it offers strategic industrial exposure plus governance and shareholder-return beneficiaries.

Park Hyun-ji Manager 19:09

Conservative dividend ETF portfolio yields monthly income.

For conservative investors, she recommends pairing US dividend growth exposure via TIGER US Dividend Dow Jones with PLUS US High Dividend Active, plus S&P 500 covered call and diversified Korean PLUS High Dividend ETFs to lower beta, target roughly 4 to 6 percent annual yield, and generate monthly income with better downside support.

Park Hyun-ji Manager 20:53

Higher-beta dividend ETFs maximize income.

For risk-neutral investors seeking higher income with some capital upside, she keeps the same US dividend growth and high-dividend core but replaces the S&P 500 covered call with a higher-beta Nasdaq covered call and adds TIMEFOLIO Korea Plus Dividend Active to raise yield and pursue active income maximization.

Park Chan-woo Manager, Hanwha Asset Management ETF Business Division 29:06

Steady dividend ETF investing reduces stress.

Dividend ETFs are suited to investors who want stock exposure with lower stress because dividend stocks have lower volatility and provide recurring income, and steady investing is the core answer.

Park Chan-woo Manager, Hanwha Asset Management ETF Business Division 32:27

Korean tax policy favors high-dividend stocks.

Korea's new separate dividend tax regime for high-dividend companies lowers tax on large dividend income from up to 49.5 percent to 20 to 30 percent, creating incentives for companies to raise payouts and potentially fueling stock demand; ETFs and REITs are excluded, so individual high-dividend companies are the direct beneficiaries.

Park Chan-woo Manager, Hanwha Asset Management ETF Business Division 36:07

Mandatory buyback cancellation supports shareholder returns.

The revised commercial law now mandates treasury stock cancellation, so buybacks reduce share count, mechanically raise EPS, and should support prices; Korean companies that combine dividends, buybacks, and efficient capital allocation are attractive.

Park Chan-woo Manager, Hanwha Asset Management ETF Business Division 41:04

Coca-Cola and Apple exemplify shareholder returns.

The US market has already proven shareholder return effects: Coca-Cola has paid and grown dividends for over 50 years and is favored by Buffett, while Apple since 2012 has used large buybacks to reduce share count and lift per-share value, helping both trends stay upward.

Park Chan-woo Manager, Hanwha Asset Management ETF Business Division 43:12

Avoid blindly chasing high dividend yields.

High dividend yield alone can be a trap because yield rises when stock price falls; Leggett & Platt cut its dividend 89 percent in April 2024 after its displayed yield spiked, so investors must verify whether dividends are actually growing and sustainable.

Park Chan-woo Manager, Hanwha Asset Management ETF Business Division 48:01

Use Korean dividend ETFs for diversified exposure.

For investors who cannot screen individual high-dividend and buyback names, diversified Korean dividend ETFs, including PLUS, KODEX, and SOL high dividend products, financial holding dividend ETFs, and newer total shareholder return and buyback ETFs, provide a practical way to capture the policy and buyback theme.

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This 3PRO TV (삼프로TV) video, published September 03, 2026, features Park Hyun-ji, Park Chan-woo discussing PLTR, CRWD, GLD, SILVER, Nuclear power plant construction, BTC, SOL, KIWOOM Samsung SK Group Top 4 Plus ETF, S&P 500 Covered Call Dividend ETF, 161510.KS, TIGER US Dividend Dow Jones ETF, PLUS, QYLD, TIMEFOLIO Korea Plus Dividend Active ETF, Dividend ETFs, Korean high-dividend stocks, Korean shareholder return stocks, KO, AAPL, High dividend yield stocks, SOL Korea High Dividend ETF, KODEX High Dividend ETF, SOL Financial Holding ETF, PLUS Buyback & Dividend ETF, KODEX Shareholder Return High Dividend ETF. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-ji, Park Chan-woo · Tickers: PLTR, CRWD, GLD, SILVER, Nuclear power plant construction, BTC, SOL, KIWOOM Samsung SK Group Top 4 Plus ETF, S&P 500 Covered Call Dividend ETF, 161510.KS, TIGER US Dividend Dow Jones ETF, PLUS, QYLD, TIMEFOLIO Korea Plus Dividend Active ETF, Dividend ETFs, Korean high-dividend stocks, Korean shareholder return stocks, KO, AAPL, High dividend yield stocks, SOL Korea High Dividend ETF, KODEX High Dividend ETF, SOL Financial Holding ETF, PLUS Buyback & Dividend ETF, KODEX Shareholder Return High Dividend ETF