What happens if one or more of the positions are “called away”?
The proceeds are reinvested into a replacement security as determined by the Portfolio Manager.
The proceeds are reinvested into a replacement security as determined by the Portfolio Manager.
Compared to owning the underlying securities outright (without overlay), Covered Call Writing may limit upside potential for securities appreciation. If securities are called away, [...]
The process of matching your investment goals and personal profile with an asset allocation mix is based primarily on risk tolerance, time horizon, and [...]