Alternative Ways to Get Income From an Equity Portfolio

In this webcast, experts will discuss how covered call strategies excelled in the down market of 2022, offsetting premiums. However, during recent periods of market strength, covered call strategies historically have underperformed. These included the sharp rally in 2020, the extended rally in 2021, and the market recovery experienced in 2023. Fortunately, there are other ways to get income from an equity portfolio. They will cover the best ways to select a dividend policy that’s right for your clients with a dividend multiplier strategy, as well as how income can be taxed more efficiently and how other financial advisors are implementing this strategy in portfolios.