Webinar: Dampening Portfolio Volatility with Shelton Capital’s Equity Income Strategy

Download the Raymond James exclusive webinar replay now to learn more.

The market had a truly historic start to the year, setting records and trading into record highs for the first half of the quarter before having the quickest decline into bear market territory ever recorded. The Dow index had its worst first quarter ever, finishing with a 23% decline and volatility skyrocketed. How can an advisor keep exposure to equities, generate cash flow AND reduce volatility during these choppy markets?

This webcast provides key insights and actionable strategies for navigating this unprecedented market, including:

  • Enhancing cash flow while potentially reducing portfolio volatility
  • Portfolio managers’ perspective on the evolving marketplace
  • A hypothetical illustration of the Shelton Equity Income strategy

Presenter:
2 Barry Martin
Barry Martin
Portfolio Manager

Presenter:
2 Nick Griebennow
Nick Griebenow
Asst. Portfolio Manager

Moderator:
2 Ryan Groves
Ryan Groves
Dir. of Advisor Services

For Registered Advisor Use Only – Not for Public Distribution

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Past performance is not a guarantee of future results. Supporting documentation for any claims, comparisons, recommendations, statistics or other technical data will be furnished upon request. 

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