Group 1 - The Conservative Income Portfolio targets value stocks with high margins of safety and reduces volatility using well-priced options [1] - The Enhanced Equity Income Solutions Portfolio aims to generate yields of 7-9% while minimizing volatility [1] - The performance of these portfolios is benchmarked against a 60:40 allocation [1] Group 2 - Trapping Value is a team with over 40 years of combined experience focused on generating options income and capital preservation [2] - The Conservative Income Portfolio is managed in partnership with Preferred Stock Trader, featuring two income-generating portfolios and a bond ladder [2] - The Covered Calls Portfolio emphasizes lower volatility income investing, while the fixed income portfolio targets high income potential securities that are undervalued [2] Group 3 - GHI is included in the Conservative Income Portfolio but is noted as unsuitable for Canadian investors due to its K-1 tax implications [4]
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