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Our flagship Enhanced Dividend Income Portfolio invests in 20 – 30 high-quality, dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30.
The Enhanced Dividend Income Portfolio has a 5-star Overall Morningstar Rating™ out of 48 funds as of 06.30.21.
The Enhanced Dividend Income Portfolio 5-star Overall Morningstar Rating™ out of 48 funds as of 06.30.21.
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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.
Kristen Bitterly, regional head of investments for North America at Citi, and Kevin Simpson, Capital Wealth Planning CIO, join CNBC’s “Squawk Box” to discuss market headwinds and potential opportunities.
For Immediate Release: September 30, 2021 NAPLES, FL – After working with Capital Wealth Planning (CWP) for more than two years as Director of Internal
Stocks fell on Friday, as investors weighed recently published better-than-expected economic data against less economic support from the Federal Reserve.
Friday’s close continued a recent pullback in the major U.S. indexes, which has been partially driven by companies issuing lower earnings forecasts.