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50/50 Income Portfolio
Income Portfolio
About Strategy
The portfolios primary focus is income with a secondary focus on long-term growth through its 50% 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):
40
40
Strategy Fee:
1.10%
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Primary Goal
Income and Modest Growth
Benchmark
50% US Stock Market CBOE Buy Write, 50% Barclays US Aggregate Bond Index
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