EQTIX: Adding Covered Calls To Your Portfolio
Portfolio Manger Barry Martin joins Oliver Renick on Schwab TV Network to discuss EQTIX in this current market environment.
Watch the video here: Adding Covered Calls To Your Portfolio
Important Information
Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
As of 12/31/23, the Trailing 12mo Dividend Yield for EQTIX according to Bloomberg is 8.42%. The 30-day SEC Yield is 1.30%.
Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.
Options involve risk and are not suitable for everyone. Investments in derivatives may be risker than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Many derivatives create leverage, which could lead to greater volatility and losses that significantly exceed the original investment.
By clicking the link above, you’ll go to a third-party website. Shelton Capital Management does not control the content or privacy practices of the other websites and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site. It should not be considered investment advice. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security.
The Fund is distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager with fund administration and digital marketing expertise. With a determined focus on growth, Shelton is active in acquisitions and fund consolidations. Shelton Capital Management has expertise in mutual fund and separately managed accounts, advisor mergers, and has completed numerous transactions with the goal of improving the financial and economic performance of partner firms. For additional information, visit http://sheltoncap.com.
