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30/70 Income Portfolio

Income Portfolio

About Strategy

The portfolios primary focus is income with a secondary focus on long-term growth through its 30% equity exposure. The bond allocation focuses on investments with enhanced yields. The portfolio maintains a core philosophy with 100% of the bond exposure rated investment grade. The equity portion of the portfolio is based upon index funds that provide exposure to the Dow Jones U.S. Dividend 100 Index and the S&P 500 Buy Write Index. The Buy Write index provides exposure to the S&P 500 but is coupled with a covered call strategy that improves income to the overall portfolio.

Composition

Equity, Bonds, and Options

Risk Level (1-100):

20

20

Strategy Fee:

1.10%

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Primary Goal

Income and Modest Growth

Benchmark

30% US Stock Market CBOE Buy Write, 70% Barclays US Aggregate Bond Index

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