facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

Growth & Income Strategy


Enhanced Income with Covered Call Sales

The Growth and Income Portfolio seeks to provide investors with equity income by collecting dividends and covered call premiums while optimizing the tradeoff between option premium income and upside price participation based on current market conditions.

Dynamic Stock Selection

The Growth and Income Portfolio employs a systematic approach to security selection through the application of a multifactor model to identify quality companies that exhibit consistent profitability and are attractively valued given their price appreciation potential and  consensus growth projections. A proprietary financial model assists in the Portfolio’s buy/sell discipline by determining both the timing and identification of replacements.

Limited Downside Protection & Volatility Reduction

The dividend and call premium cash flows collected help preserve and grow invested principal by serving as a buffer by offsetting the impact of stock price declines during adverse market conditions.

Sector Diversification

The Growth and Income Portfolio permits sector tilts based on the relative attractiveness of the stocks across all 11 GICS sectors. Broad diversification is achieved by restricting sector concentration to within 10% of each sector’s representation in the S&P 500.


Disclosures 

The portfolios’ principal may diminish due to adverse market conditions. The results reflect the reinvestment of all dividends. Returns are net of all mutual fund and Gyroscope Capital Management Group, LLC, fees and expenses.

Past performance is not indicative of future returns.