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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 26 funds as of 12.31.21.
The Enhanced Dividend Income Portfolio 5-star Overall Morningstar Rating™ out of 26 funds as of 12.31.21.
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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.
Markets opened lower as stocks continue to slump on inflation, recession fears. Target shares were in focus as the retailer posted weaker than expected Q1 results, citing higher costs and supply chain shortages. Josh Smith, Co-Portfolio Manager, Capital Wealth Planning joined Cheddar’s Opening Bell to discuss.
Kevin Simpson joins ‘Closing Bell: Overtime’ to discuss his view on markets and the impact of inflation on retail names, including Walmart.
Kevin Simpson, founder and chief investment officer at Capital Wealth Planning, and Kevin Nicholson, RiverFront Investment Group global fixed income co-CIO, join CNBC’s ‘Squawk Box’ to provide their market outlooks ahead of the open.