Talk Your Book: How to Create Income in Your Portfolio

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Today’s Animal Spirits: Talk Your Book is presented by the Covered Bridge Fund:

We discuss:

  • What are covered calls?
  • Why it’s sot hard to find an investment strategy that sits between stocks and bonds
  • Pros and cons of a covered call strategy
  • The different types of options income strategies
  • How to benchmark alternative strategies
  • What are the biggest risks involved in an income strategy like this?
  • Setting the right expectations for volatility and drawdowns
  • Best and worst-case scenarios for a covered call strategy
  • How can advisors explain a strategy like this to their clients?

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