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Our flagship Enhanced Dividend Income Portfolio invests in 20 – 25 high-quality, dividend-paying, blue-chip, blue-chip stocks from the S&P 100 and Dow 30.
The Enhanced Dividend Income Portfolio is a five-star rated managed account strategy in the Morningstar option writing category (as of 6.30.19).
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In The News
Check out insights on how we think, view the markets and manage assets through articles and
videos from the minds behind the money – our strategists, portfolio managers, and executive team.
With the recent volatility, we were active with call writing in late September into early October as the market was rallying back from the early September stumble. In addition, we’ve been holding some excess cash to help smooth out some of the heightened volatility that could result from a contested election. Now that the market has pulled back, the last of our October call options expired on Friday. It’s still possible the market surprises us on election night and, after last week’s sell off…
Found and CEO of Capital Wealth Planning, Kevin Simpson, joins New York City’s favorite son, Lou Young, to discuss the 2020 election.
Stocks rose on Friday as tech shares recovered some of their declines, but Wall Street is still headed for its fourth consecutive decline. Jeffrey Saut, Capital Wealth Planning, joins ‘Closing Bell’ to discuss why he believes we’re in a secular bull market.