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

Jay Coulter, CFP®, CIMA®
Sep 29, 2020
1 min read

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