We’re proud to announce that our managed account strategies continue to be recognized and highly ranked by Morningstar in the option writing category.
Enhanced Dividend Income Portfolio
Remains at number one ranking as of 6.30.19 (five-year time period)
Gained the number one rank as of 6.30.19 (one-year time period)
ESG Enhanced Dividend Income Portfolio
Gained back a five-star rating as of 6.30.19 (overall and five-year time period)
“CWP portfolio managers target to earn 2% to 5% of annual income from option premiums a tactical, covered call overlay covering roughly 30% to 60% of the portfolio on average over the course of the year.” – Kevin Simpson, Founder and Chief Investment Officer, Capital Wealth Planning
The Enhanced Dividend Income SMA Strategy: This section seems repetitive of above(combine?)
Features a concentrated domestic equity portfolio of 20 to 25 mega-cap blue chips from the S&P 100
Strives to achieve a consistent estimated 5% to 7% combined yield from dividend and option premium.
Seeks to earn an estimated 2.5% to 3% of annual portfolio income from dividends and 2% to 5% from the option premiums, which is dependent on levels of volatility and market conditions.
Learn more (link to brochure)
“Our rules-driven approach, consistency and discipline are key contributors to how we earned this number one ranking. Although investors often think absolute return when considering covered call writing strategies, we take a different approach.
At CWP, we believe there’s not only risk to the downside but upside risk as well – the risk of missing out on potential capital gains that strong long-term equity market cycles can possibly offer.” – Josh Smith, Lead Portfolio Manager, Capital Wealth Planning
[CTA] See performance (link to performance history one-pager)