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.
Target Yield: 5.0 - 7.0%
Target Volatility: 1/2 of S&P 500
% Portfolio Long: 70 - 90%
% Portfolio Hedged: 10 - 30%