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Weathering Market Volatility: Why Dividend Strategies Matter for Retirees

  • Writer: Opal Capital
    Opal Capital
  • 3 days ago
  • 3 min read

Opal Capital shares perspective following feature in a recent article by TrueShares


We’re pleased to share that Opal Capital was recently featured in a new article by TrueShares titled “How Retirees Can Manage Market Turmoil”. The article explores the toll recent market events have taken on retirement portfolios—and how dividend-focused investment strategies may  offer stability and consistent income during periods of uncertainty.


In just a few trading days following recent tariff announcements, the average 401(k) account for retirees or near-retirees saw five-figure losses.¹ U.S. public pension funds lost over $169 billion.² With many Americans worried more about outliving their money than death itself, the need for sustainable income has never been more urgent.

That’s where investing in companies that may provide dividends comes in. Dividend-paying companies—typically mature businesses with stable cash flows—can continue to reward shareholders even when stock prices drop.


At Opal, we believe in building long-term portfolios that prioritize quality dividend opportunities and disciplined, fundamentals-driven investing. Our dividend strategies are designed to support this need for consistent income.


“In environments like these, we believe historically consistent dividend payers offer a critical advantage—they provide investors with the opportunity for attractive returns in the form of income, even when markets are down,” said Austin Graff, Co-Founder and CIO at Opal Capital.

Highlighted in the Article: DIVZ & IDVZ

The article specifically features two of our ETFs:

  • TrueShares Opal Dividend Income ETF (DIVZ) – focused on high-quality U.S. companies with what we believe to be sustainable dividend profiles.

  • Opal International Dividend ETF (IDVZ) – launched in 2024, this fund brings our disciplined dividend strategy to international markets.


Both are actively managed, concentrated portfolios that seek to combine lower volatility with consistent dividend yield.

“Our goal is to support financial stability through disciplined equity exposure—without relying on timing the market,” added Graff.

Supporting Retirees in Uncertain Times

Dividend income can provide a cushion when markets decline—especially for those in or nearing retirement who may not have the time horizon to wait for a full recovery. At Opal Capital, we remain committed to delivering strategies that help investors stay focused on long-term outcomes, no matter the market backdrop.


To read the full article by TrueShares, visit:https://www.true-shares.com/how-retirees-can-manage-market-turmoil


Learn more about our featured strategies:




Investing involves risk including possible loss of principle. Performance data quoted represents past performance and is no guarantee of future results. 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. Dividends are not guaranteed and can fluctuate.


Before investing, investors should consider the Fund’s investment objectives, risks, charges,and expenses. The prospectus, or summary prospectus, containing this and other information may be obtained by visiting www.true-shares.com and should be read carefully prior to investing.


The Fund may not achieve its objective and/or you could lose money on your investment in the Fund. The Fund is recently organized with no operating history for prospective investors to base their investment decision which may increase risks. Some of the Fund’s key risks, include but are not limited to the following risks. Please see the Fund’s prospectus for further information on these and other risk considerations.


An investment in TrueShares is subject to numerous risks, including possible loss of principal. The ETFs are subject to the following principal risks: Authorized Participants, Market Makers, and Liquidity Providers Concentration Risk associated with ETFs; Equity Market Risk; Management Risk; Market Capitalization Risk (Large Cap; Mid Cap, Small Cap Stock); Market Risk; New Fund Risk. A full description of risks is in the prospectus.


Foreside Fund Services LLC is the distributor for DIVZ.  Paralel Distributors LLC is the distributor for IDVZ.  Paralel, Foreside, Opal Capital, and TrueShares are not affiliated.


NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE


 
 
 

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