The 60/40 balanced portfolio that worked in the past cannot keep up with the rapidly evolving market environment, and covered call funds can have lower risk than an all-equity portfolio, says Barry Martin, lead portfolio manager of the Shelton Equity Income Fund (EQTIX).
Portfolio Manager Bruce Kahn, Ph.D recently joined the Schwab Network with Oliver Renick to discuss how the "attention around Big Tech might be played out" and why the broader market has the potential to reclaim its position in the spotlight. With this in mind, Dr. Kahn takes a deep dive into current sustainable stocks picks as well as potential catalysts.
October 17th, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
“If inflation continues to seem well-contained, even if it’s sort of sideways and gradually heading back down to 2%, then it continues to allow the Fed to focus on the labor market,” said Jeffrey Rosenkranz, portfolio manager at Shelton Capital Management. “If you don’t need to worry about inflation accelerating, then you can still ease a little bit to protect the labor market,” he added. “They don’t want it to deteriorate any further than it already is.”
The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.3961 per share payable to shareholders of record as of September 30th, 2023.
October 10th, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
October 2nd, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Reimaging Cash Flow Generation with Covered Calls: Portfolio Manager Barry Martin discusses how investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
September 26, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
These stocks will play a part in infrastructure to get AI centers to function, says Bruce Kahn, portfolio manager of the Shelton Sustainable Equity Fund (NEXTX).
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