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How To Use Covered Call Strategies In Your Portfolio With Kevin Simpson





Kevin Simpson is the CIO of Capital Wealth Planning, a firm with deep expertise in covered call writing strategies. He came on The Resilient Advisor Show to help financial advisors understand the applications of a covered call strategy in this market.


What you will learn:


  • When to use an ETF and when to use a Separately Managed Account for exposure to covered calls.

  • How the Enhanced Dividend Income Portfolio from Capital Wealth Planning is constructed to help drive portfolio volatility mitigation.

  • How the ETF DIVO can be utilized in a 60/40 portfolio.


Learn More about the Capital Wealth Planning strategies:


Capital Wealth Planning: https://capitalwealthplanning.com

The DIVO ETF: https://amplifyetfs.com/divo

The EDIP SMA: https://capitalwealthplanning.com/enhanced-dividend-income-portfolio



Follow Coach Kevin On Social Media:


LinkedIn: https://www.linkedin.com/in/kevin-simpson-9646611a6/


Twitter: https://twitter.com/cwp_advisor


 



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