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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:

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