Monthly Dividend Plan

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1. What is the Monthly Dividend Plan ?

The Monthly Dividend Plan uses ETF's, Exchange Traded Funds, that are traded on the Stock Market just like Stocks. The ETF's used here specialize in holding Stocks, Bonds and other Financial Securities that pay Dividends, Interest or other Distributions. That income collected by the ETF is then paid out to the holders of the ETF on a monthly basis.

2. How to use the Monthly Dividend Plan ?

You can purchase one of the ETF's that pay out Monthly Distributions using the new Investment tool "Slices" which allows an investor to buy a "Fraction" of one share of an ETF or Stock. The minimum amount that the Stock Brokers who offer this new tool is $5. This means investors can participate in the Monthly Dividend Plan with as little as $5 or any higher amount.

3. Which Monthly Payment ETF's should I consider ?

There is a large list of ETF's that collect income and pay it out each month to the holders of the ETF. We have researched the list and assembled several into what we call "Level One", "Level Two" and "Level Three" for your consideration. NEVER invest without consulting a Professional. Send this information to your Stock Broker for their comments. If you do not have one and are considering opening an account at a Brokerage Firm, ask them for their input and comments.

4. What are the risks in Monthly Payment ETFs ?

Just like any Stock, ETFs are listed on an Exchange and can change in price during the time the exchange is open for trading. This means that the ETF you purchase in the Monthly Dividend Plan for $5 using the "Slice" tool, could drop in price causing your $5 investment to drop to $4.50 or $4 or lower. The opposite is also true and your ETF could go up in price so that your $5 original investment could be worth $6 or $7 or more. There is no guarantee. Just like investing in stocks like Apple, you can lose money if the price goes down. Since these ETFs hold a large selection of Stocks and Bonds there is diversification that should help support the price. But there is the same risk as any security.

5. What is the History Returns for these Monthly Pay ETFs ?

Past performance is NOT a guarantee of Future performance and must be evaluated as history. The Monthly Pay ETFs listed in the Level One, Level Two and Level Three have impressive Returns. As example, the Monthly Pay ETF in Level One has an "Average Annual Return" for 1 Year of +59%, for 3 Years of +25%, for 5 Years of +19% and for the Life of +15%. Consider reviewing the "Average Annual Returns" of any Monthly Pay ETFs you are considering . . . which is easy to find at any Brokerage Firm website or the internet.

6. What does it cost to purchase a Monthly Pay ETF ?

There is NO commission cost or any other cost to invest in a Monthly Pay ETF as long as you use a Stock Broker who offers the Fractional "Slice" tool at no commission. Check with your Broker or open an account at a Broker that offers the tool for free.

7. Ready to learn more ?

Here is our Monthly Dividend Plan - Level Two for your consideration . . .To view our Monthly Dividend Plan - Level One and Level Three . . . Please go to StockMarketResearchCenter.com/MDP

Monthly Dividend Plan - Level Two

A. ETF Details . . .

ETF No. 1 :

1. Name :

Calamos Global Dynamic Income Fund

2. Symbol :

CHW

3. Category :

Global Multi-Asset

4. Net Assets :

$592 Million

5. Total Holdings :

784 Stocks & Bonds

6. Holdings Breakdown :

194 Stocks, 404 Bonds, 186 Other

7. Sample Holdings :

a. Stocks :

Neste, Apple, Microsoft, B of A, Goldman Sachs, Prudential, Micron, Boeing, Caterpillar, GE, Union Pacific

b. Bonds :

Air Canada 5%, 6/15/25, UAL 6.636%,1/2/24, Embarq 7.995%, 6/1/36, Netflix 4.875%, 6/15/30, Sprint 7.125%, 6/15/24, U.S. Cellular 6.70%, 12/15/33, Brinks 5.50%, 7/15/25, Caesars 8.125%, 7/1/27, Carnival 10.50%, 2/1/26, Macy's 8.375%, 6/15/25, Mattel, 6.75%, 12/31/25

8. Average Annual Returns :

1 Year = +47%, 3 Years = +14%, 5 Years = +17%, 10 Years = +9%, Life = +7%

9. Current Distribution Rate :

8.24%

"Distribution Rate" can be comprised of dividends, interest income, realized capital gains and return of capital, not just dividends or yields.

ETF No. 2 :

1. Name :

Clough Global Opportunities Fund

2. Symbol :

GLO

3. Category :

Global Multi-Asset

4. Net Assets :

$441 Million

5. Total Holdings :

118 Stocks & Bonds

6. Holdings Breakdown :

89 Stocks, 18 Bonds, 11 Other

7. Sample Holdings :

a. Stocks :

Apple, Microsoft, B of A, JP Morgan, Baxter, Facebook, Alphabet, Amazon, Carnival, Citigroup

b. Bonds :

Amazon 2.50%, 6/3/50, Arrow Elec 3.875%, 1/12/28, Carana 5.875%, 10/1/28, Commonwealth Edison 3.70%, 3/1/45, Melco Resorts 5.75%, 7/21/28, Two Harbors 6.25%, 1/15/22, Pultre 5.50%, 3/1/26, US T-Note 2% 2050

8. Average Annual Returns :

1 Year = +45%, 3 Years = +15%, 5 Years = +15%, 10 Years = +8%, Life = +7%

9. Current Distribution Rate :

10.44%

"Distribution Rate" can be comprised of dividends, interest income, realized capital gains and return of capital, not just dividends or yields.

B. ETF Returns . . .

ETF No. 1 - Calamos Global Dynamic Income Fund - CHW

2021

2020

2019

2 0 2 1

1. Start of Year Price :

$9.56

2 0 2 0

1. Start of 2020 Price :

$8.69

2 0 1 9

1. Start of 2019 Price :

$6.55

2. Minimum Amount to Invest :

$5.00

2. Minimum Amount to Invest :

$5.00

2. Minimum Amount to Invest :

$5.00

3. Shares Bot with Minimum :

0.523

3. Shares Bot with Minimum :

0.575

3. Shares Bot with Minimum :

0.763

This uses the "Slices" Tool available

4. Current Price :

$10.10

4. End of 2020 Price :

$9.56

4. End of 2019 Price :

$8.69

5. Current Value of Slice :

$5.28

5. End of 2020 Value of Slice :

$5.50

5. End of 2019 Value of Slice :

$6.63

6. Current Profit of Slice :

$0.28

6. End of 2020 Profit of Slice :

$0.50

6. End of 2019 Profit of Slice :

$1.63

7. Current Distribution per 1 share :

$0.14

7. 2020 Distribution per 1 share :

$0.84

7. 2019 Distribution per 1 share :

$0.84

Total Distribution so far 2021

Total Distribution for all of 2020

Total Distribution for all of 2019

8. Current Distribution per Slice :

$0.07

8. Current Distribution per Slice :

$0.48

8. Current Distribution per Slice :

$0.64

9. # of Mos. Distribution Represents

10. Slice Distribution Rate of Return :

8.79%

10. Slice Distribution Rate of Return :

9.67%

10. Slice Distribution Rate of Return :

12.82%

11. Current Slice Price Rate of Return :

5.65%

11. 2020 Slice Price Rate of Return :

10.01%

11. 2019 Slice Price Rate of Return :

32.67%

12. Total Slice Rate of Return :

14.44%

12. Total Slice Rate of Return :

19.68%

12. Total Slice Rate of Return :

45.50%

ETF No. 2 - Clough Global Opportunities Fund - GLO

2021

2020

2019

2 0 2 1

1. Start of Year Price :

$11.11

2 0 2 0

1. Start of 2020 Price :

$9.44

2 0 1 9

1. Start of 2019 Price :

$8.23

2. Minimum Amount to Invest :

$5.00

2. Minimum Amount to Invest :

$5.00

2. Minimum Amount to Invest :

$5.00

3. Shares Bot with Minimum :

0.450

3. Shares Bot with Minimum :

0.530

3. Shares Bot with Minimum :

0.608

This uses the "Slices" Tool available

4. Current Price :

$12.48

4. End of 2020 Price :

$11.11

4. End of 2019 Price :

$9.44

5. Current Value of Slice :

$5.62

5. End of 2020 Value of Slice :

$5.88

5. End of 2019 Value of Slice :

$5.74

6. Current Profit of Slice :

$0.62

6. End of 2020 Profit of Slice :

$0.88

6. End of 2019 Profit of Slice :

$0.74

7. Current Distribution per 1 share :

$0.22

7. 2020 Distribution per 1 share :

$1.08

7. 2019 Distribution per 1 share :

$1.02

Total Distribution so far 2021

Total Distribution for all of 2020

Total Distribution for all of 2019

8. Current Distribution per Slice :

$0.10

8. Current Distribution per Slice :

$0.57

8. Current Distribution per Slice :

$0.62

9. # of Mos. Distribution Represents

10. Slice Distribution Rate of Return :

11.74%

10. Slice Distribution Rate of Return :

11.40%

10. Slice Distribution Rate of Return :

12.36%

11. Current Slice Price Rate of Return :

12.33%

11. 2020 Slice Price Rate of Return :

17.69%

11. 2019 Slice Price Rate of Return :

14.70%

12. Total Slice Rate of Return :

24.07%

12. Total Slice Rate of Return :

29.09%

12. Total Slice Rate of Return :

27.06%

C. Summary . . .

ETF No. 1 - Calamos Global Dynamic Income Fund - CHW

1. Investing in the Monthly Dividend Plan Level Two can begin with as little as $10 or any amount above $10 using the new "Slices" Tool.

2. Level Two has 2 ETF's that trades just like a stock with a price that fluctuates in the market during the hours the market is open.

3. 2019 - If you invested $5 at the beginning of 2019, you would have bought .763 fraction of one share. At the end of 2019, you would have received $.64 in distributions which would have been a 12.82% Rate of Return on your original $5 investment. In addition, since the price of the ETF fluctuates, the price at the end of 2019 was $8.69 vs. the $6.55 at the beginning of the year which produced a $1.63 profit on your $5 investment. That produced a 33% Price Rate of Return or a TOTAL RETURN of 45% including the Price Profit and Distributions.

4. 2020 - If you invested $5 at the beginning of 2020, you would have bought .575 fraction of one share. At the end of 2020, you would have received $.48 in distributions which would have been a 9.67% Rate of Return on your original $5 investment. In addition, since the price of the ETF fluctuates, the price at the end of 2020 was $9.56 vs. the $8.69 at the beginning of the year which produced a $.50 profit on your $5 investment. That produced a 10% Price Rate of Return or a TOTAL RETURN of 20% including the Price Profit and Distributions.

5. 2021 - If you invested $5 at the beginning of 2021, you would have bought .523 fraction of one share. So far in 2021, you would have received $.07 in distributions which would have been a 8.79% "Annualized" Rate of Return on your original $5 investment. In addition, since the price of the ETF fluctuates, the recent price so far in 2021 was $10.10 vs. the $9.56 at the beginning of the year which produces a $.28 profit on your $5 investment. That produces a 5% Price Rate of Return or a TOTAL RETURN of 14% including the Price Profit and Distributions.

ETF No. 2 - Clough Global Opportunities Fund - GLO

1. Investing in the Monthly Dividend Plan Level Two can begin with as little as $10 or any amount above $10 using the new "Slices" Tool.

2. Level Two has 2 ETF's that trades just like a stock with a price that fluctuates in the market during the hours the market is open.

3. 2019 - If you invested $5 at the beginning of 2019, you would have bought .608 fraction of one share. At the end of 2019, you would have received $.62 in distributions which would have been a 12.36% Rate of Return on your original $5 investment. In addition, since the price of the ETF fluctuates, the price at the end of 2019 was $9.44 vs. the $8.23 at the beginning of the year which produced a $.74 profit on your $5 investment. That produced a 12% Price Rate of Return or a TOTAL RETURN of 27% including the Price Profit and Distributions.

4. 2020 - If you invested $5 at the beginning of 2020, you would have bought .53 fraction of one share. At the end of 2020, you would have received $.57 in distributions which would have been a 11.40% Rate of Return on your original $5 investment. In addition, since the price of the ETF fluctuates, the price at the end of 2020 was $11.11 vs. the $9.44 at the beginning of the year which produced a $.88 profit on your $5 investment. That produced a 18% Price Rate of Return or a TOTAL RETURN of 29% including the Price Profit and Distributions.

5. 2021 - If you invested $5 at the beginning of 2021, you would have bought .45 fraction of one share. So far in 2021, you would have received $.10 in distributions which would have been a 11.74% "Annualized" Rate of Return on your original $5 investment. In addition, since the price of the ETF fluctuates, the recent price so far in 2021 was $12.48 vs. the $11.11 at the beginning of the year which produces a $.62 profit on your $5 investment. That produces a 12% Price Rate of Return or a TOTAL RETURN of 24% including the Price Profit and Distributions.

C. Bottom Line . . .

2021

2020

2019

1. Original Investment

$10

2. Number of ETF's Invested In

3. Distributions Received

$0.17

$1.05

$1.26

4. Distributions Rate of Return

10.2%

10.5%

12.6%

5. Profit from Price Change

$0.90

$1.38

$2.37

6. Profit Rate of Return

9.0%

13.8%

23.7%

7. Total Distribution + Price Profit

$1.07

$2.43

$3.63

8. Total Rate of Return

10.7%

24.3%

36.3%

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