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This strategy is built for those who need to generate income from their investments. It is a specialty strategy designed by Elmwood Income Partners as a solution to what we call The Retiree’s Dilemma. Our research identifies high yielding securities from multiple asset classes whose risk we mitigate with hedge positions. The result is a portfolio with significantly more yield than bonds but with much lower risk than stocks.

Portfolio Characteristics

  • Target Yield:                 5.0 - 7.0%

  • Target Volatility:         1/2 of S&P 500

  • % Portfolio Long:          70 - 90%

  • % Portfolio Hedged:     10 - 30%

Asset Allocation