Equity Premium Strategy

Investment Objective

  • Capture the total return of the S&P 500 Index plus consistent annual income.

Investment Strategy

  • Obtain broad U.S. equity market exposure through low-cost, highly-liquid ETFs.
  • Generate incremental income by selling options contracts (puts and calls) against select ETFs and collecting premiums.
  • Manage risk by making a series of small, high-probability, far out-of-the-money (OTM) trades, and managing portfolio beta.