Income Enhancement + Growth Potential + Risk Mitigation = Financial Confidence
Option Enhanced Portfolios® is Paracca Wealth Advisors’ flagship wealth management process. The overall investment objective for these portfolios is to participate in the S&P 500 and NASDAQ markets while simultaneously enhancing returns by earning extra income and providing downside protection using options.
Boost Income with Calls:
- Imagine earning extra income while holding a solid, diversified, US exchange-traded funds (ETFs). Our strategy involves selling “covered” calls against your ETF positions. It’s like collecting rent on your investments! You benefit from the premium while still participating in long-term gains.
Protect Against Market Turndowns with Puts:
- Puts are your financial safety net. When markets get rocky, our Option Enhanced Portfolios® use puts to shield your holdings. Buying a put gives you the right to sell the underlying security at a specific price. It’s like having an insurance policy for your investments.
Volatility Awareness:
- We all know the markets go up and the markets go down - and sometimes the markets go way down. Our approach is grounded in volatility awareness. We pay attention to market fluctuations and use options strategically.
Our clients love these portfolios because:
- Clients collect “rent” money from their stock holdings
- Volatility is reduced by over 50%
- Stock holdings are protected from market downturns
- Less risk is taken to achieve higher returns
- Wide array of uncorrelated, diversified investments
- Completely customized to the client
Give us a call at the number below for a free, no obligation consultation or to ask any questions you may have.
