Seeking to generate portfolio income through hedged equity and covered call options strategies, while aiming to manage downside risk.
This portfolio seeks to generate income while maintaining equity exposure. The covered call sub-strategy aims to collect premiums on underlying equity positions, seeking to provide a consistent income stream. Combined with fixed-income holdings and our Tactical Momentum Strategy, the portfolio aims to balance income generation with risk management during market downturns.
Five components working together.
Core equity allocation with the flexibility to reduce exposure during bear markets. Seeks to participate in long-term market growth while using trend signals to help inform positioning.
Bonds, treasuries, and preferred stock aimed at providing income generation and seeking to reduce overall portfolio volatility.
Seeks to collect premiums by writing covered calls on underlying equity positions, aiming to generate additional income while maintaining the core equity allocation.
Incorporates protective puts designed to help the portfolio stay invested while seeking to reduce risk during market downturns and recessions.
Ability to hold cash reserves as a defensive measure during significant bear market conditions, seeking to help preserve capital.
A disciplined, repeatable process.
We set the balance between equities, fixed income, and cash to align with your goals and income needs.
We analyze market trends across multiple timeframes to assess conditions and make informed adjustments.
We incorporate options strategies such as protective puts and covered calls that seek to mitigate downside exposure while aiming to generate income.
See how the Income Portfolio fits into your financial plan.
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