Dividend Equity Portfolio
Enhanced Income with Covered Call Sales
The Dividend Income Portfolio seeks to generate 6% annualized income by collecting above-market dividends and covered call premiums.
Dynamic Stock Selection
The Dividend Income Portfolio employs a systematic approach to selecting quality companies with attractive yields and reasonable valuations. Our proprietary multi-factor model assists in the Portfolio’s security selection and buy/sell discipline by determining both the timing and identification of replacements.
Limited Downside Protection & Volatility Reduction
The dividend and call premium cash flows collected help preserve and grow invested principal by serving as a buffer by offsetting the impact of stock price declines during adverse market conditions.