COMBINING EQUITIES AND COVERED CALLS FOR TOTAL RETURN POTENTIAL
At SmartTrust®, we look to provide for diversified income and total return opportunities through innovative investment strategies. The majority of SmartTrust® Unit Investment Trusts (UITs) offer diversified income opportunities (as well as the potential for growth and total return) and have incorporated such underlying investment strategies as individual taxable and tax-free bonds, individual stocks, preferred stocks, business development companies (BDCs), closed-end funds (CEFs) and exchange-traded funds (ETFs). This report will focus on a portfolio strategy that combines equities with covered calls to arrive at a solution that can help provide growth and income potential with some degree of downside protection. ... Read More