Equity Income+

Equity Income+

Dividend Investing with a Boost

dividend investing stats

Stock investment returns can come from two places, price appreciation and dividend income. While most investors chase after appreciation, many are unaware that income accounts for roughly half of the returns from stock investing. We also know that most options expire worthless which gives the advantage to whoever is getting income by writing them.  This is why we developed this strategy that only holds dividend paying stocks and adds an extra boost of income by writing covered calls on those positions. By doing this we add consistent income from dividends and option premiums which creates a moderately aggressive strategy. As with all of our programs one or more of KPP Financial principals invest their own money alongside their clients, which we call “Parallel Investing.

Financial Planning and Analysis:

Riskalyze Score Range: 50-75

Dividend & Option Income |  Below Market Risk  |  Steady Growth Strategy

Accounts in this program are held and cleared through either National Financial Services, a subsidiary of Fidelity or TD Ameritrade.  For more information about their account protection CLICK HERE for National Financial Services or CLICK HERE for TD Ameritrade Institutional.

Fee Breakdown

$250,000 to $499,999           0.55% of Assets per quarter

$500,000 to $749,999           0.50% of Assets per quarter

$750,000 to $999,999           0.45% of Assets per quarter

$1,000,000 and Over            0.40% of Assets per quarter