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