Group 1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and utilizes well-priced options to reduce volatility [1] - The Enhanced Equity Income Solutions Portfolio aims to generate yields of 7-9% while minimizing volatility [1] - The investment group Trapping Value, with over 40 years of combined experience, emphasizes capital preservation and income generation through various portfolios, including Covered Calls and Fixed Income [2] Group 2 - The recent shift in investment strategy has moved towards fixed income, particularly in Treasuries and Corporate bonds, with a notable tax-advantaged yield play available at a 40% discount [2] - The Covered Calls Portfolio is designed for lower volatility income investing, while the Fixed Income Portfolio targets securities with high income potential and significant undervaluation [2]
Chatham Lodging Preferreds Yield 8.2% And Are About 12% Undervalued