Group 1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and aims to reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio targets a yield of 7-9% while minimizing volatility [1] - The performance of these portfolios is benchmarked against a 60:40 allocation, indicating a structured approach to income generation [1] Group 2 - The Covered Calls Portfolio is designed for lower volatility income investing with an emphasis on capital preservation [2] - The fixed income portfolio aims to acquire securities that offer high income potential and are significantly undervalued compared to peers [2] - The team behind these portfolios has over 40 years of combined experience in generating options income while focusing on capital preservation [2]

Billionaire investor Jeffrey Gundlach is watching gold rip to record highs — just as Nvidia Corp (NASDAQ:NVDA) keeps minting AI wealth. That contrast says less about fear and more about how investors are quietly hedging the biggest tech boom in market history.Track NVDA stock here.As Nvidia continues to dominate the AI narrative, spot gold surged past $4,500 an ounce for the first time ever — pushing the metal's total market value to roughly $31.5 trillion. That makes gold nearly seven times larger than Nvi ...

Group 1 - Emerging markets (EM) are expected to perform well next year due to the U.S. Federal Reserve's continued rate cuts and pressure on the U.S. dollar [1] - Stubborn inflation may lead policymakers to maintain tighter monetary conditions for a longer period, which could favor certain sectors [1] Group 2 - The analyst has extensive experience in investment research, covering publicly listed securities primarily in the tech sector [1] - The analyst's investment journey began with mutual funds and evolved to individual stocks and ETFs, emphasizing a focus on capital preservation strategies [1]

It's protect your capital season ...

Core Insights - 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] Investment Strategies - The Conservative Income Portfolio is managed by a team with over 40 years of combined experience, emphasizing capital preservation and income generation [2] - The portfolio includes two income-generating strategies and a bond ladder, with a focus on lower volatility through Covered Calls and high-income potential securities [2] Performance Metrics - Performance is benchmarked against a 60:40 portfolio, indicating a structured approach to measuring investment success [1]

DENVER, Dec. 15, 2025 (GLOBE NEWSWIRE) -- ArrowMark Financial Corp. (Nasdaq: BANX) ("ArrowMark Financial" or the "Company"), an SEC registered closed-end management investment company, today announced that its Board of Directors has declared a special cash distribution of $0.10 per share generated from excess income, and a regular quarterly cash distribution of $0.45 per share for the fourth quarter 2025. The quarterly distribution will be payable on January 5, 2026 to shareholders of record on December 26, ...

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields. Our performance relative to a 60:40 benchmark, can be seen below.Trapping Value is a team of analysts with over 40 years of combined experience generating options income while also focusing on capital preservation. They ...

I retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I already hold or am considering changing. I prefer to hold positions for the long-term unless there is a compelling reason to sell. I look for investment opportunities without regard to asset class, market cap, secto ...

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields. Our performance relative to a 60:40 benchmark, can be seen below.Trapping Value is a team of analysts with over 40 years of combined experience generating options income while also focusing on capital preservation. They ...

Core Insights - The Conservative Income Portfolio aims to target high-value stocks with significant margins of safety while utilizing well-priced options to reduce investment volatility [1][2] - The Enhanced Equity Income Solutions Portfolio is structured to generate yields between 7-9% while minimizing volatility [1] - Trapping Value, with over 40 years of combined experience, focuses on generating options income and capital preservation through its Conservative Income Portfolio in collaboration with Preferred Stock Trader [2] Investment Strategies - The Conservative Income Portfolio and the Covered Calls Portfolio are designed for lower volatility income investing, emphasizing capital preservation [2] - The fixed income portfolio prioritizes the acquisition of securities that exhibit high income potential and significant undervaluation compared to peers [2]