Catholic Values Enhanced Dividend Income Portfolio
Capital Wealth Planning manages this Strategy in accordance with faith-based investment guidelines, including those outlined by the U.S Conference of Catholic Bishops (USCCB).
CWP’s portfolio monitoring and compliance procedures are designed to assist the firm in observing the investment policies and restrictions that govern a client’s account including specific holdings exclusionary list.
Investment restrictions for separately managed accounts may be set forth in the Investment Management Agreement, as an exclusionary buy list or other documentation supplied by the client or client designated investment adviser.
Highlights of the portfolio include:
CWP screens for growth and value stocks from the DOW 30 and S&P 100 that have a history of increasing dividends and possess strong fundamentals
Designed to deliver an estimated annual cash flow of 4-7% gross of fees and commissions between dividend and covered call premium, plus the potential for capital appreciation
Unlike a systematic covered call program, CWP is not obligated to continuously cover each individual equity position and limit capital appreciation
When one of the underlying stocks demonstrates strength or an increase in implied volatility, CWP managers identify that opportunity and sell call options tactically
To deliver an additional 2-3% of annual income, the portfolio does not have to be covered 100% of the time.
CWP actively manages sector allocation and opportunities to participate in defensive and cyclical trends given the relevant economic cycle
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DETAILED PERFORMANCE REPORT
“4-Star Overall Morningstar Rating™ out of 26 Derivative Income SMAs as of December 31st, 2021
Rating out of 26 Derivative Income SMAs as of December 31st, 2021. © 2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.