Bulls of the Dow + Index Income
Separately Managed Account | Inception Date: 03/01/2017
The Bulls of the Dow strategy seeks capital appreciation in a portfolio of 10 individual stocks selected from the Dow Jones Industrial Average. The strategy also seeks monthly cash flow from option premiums through a long-term, time-decay, premium-capture approach utilizing put-credit spreads on the S&P 500 Index or similar exchange-traded funds (ETFs).
Strategy Highlights
Seeks capital appreciation through a focused portfolio of familiar U.S. large capitalization equities.
Active management of this SMA focused on mitigating downside risk of individual companies.
Systematic and disciplined investment approach.
The overlay targets cash flow generation for increased returns in exchange for additional market volatility.
Portfolio Management Team
Tom Kaiser, CFA, CPA
Portfolio Manager, Research Analyst
Dave Gilreath, CFP®
Managing Director, CIO
Nathan Harshman
Senior Equities & Derivatives Trader