Portfolio Independence

Most investors enjoying retirement look for 2 specific results from their portfolio strategy ... reduced volatility (risk) and increased income. The best way to determine if your portfolio delivers these results is to compare its performance to a similar index like the DJIA. Go to 2:50 minutes in our weekly portfolio update video to see what I mean.

Portfolio managers should provide you with better than "the index" results. Our core objective with our Covered Call portfolio is to reduce volatility and provide above average income in retirement. As you can see in the video, year-to-date performance of the DJIA, as of June 26th, is down -12.34% while our portfolio delivered less volatility at down -4.24%. Also, year-over-year results provided the same results with the DJIA down -5.96% and our portfolio up +2.76%.

Call me for better portfolio results at (239) 261-4800.

6-29-2020 VLOG

This video has been designed for general illustrative and educational purposes only, does not purport to show actual result and does not constitute an offer to sell or a solicitation of an offer to buy any security.  No representation, warranty or undertaking, stated or implied, is given as to the accuracy or completeness of the information presented.  Past performance does not guarantee future results.  All investing involves risk of loss including the possible loss of principal. Read full disclaimer.