Enhanced Dividend Income Portfolio

INVESTMENT OBJECTIVE - MODERATE GROWTH AND INCOME

Enhanced Dividend Income Portfolio

INVESTMENT OBJECTIVE - MODERATE GROWTH AND INCOME

Portfolio Highlights

CWP’s Enhanced Dividend Income portfolio (EDIP) is an equity portfolio made up of mega-cap, blue-chip stocks that are diversified across the traditional 10 S&P 500 sectors. The allocation is strategically designed to deliver income through dividends and by tactically selling short-term covered calls against 30-60% of the underlying holdings.

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