Highlights
Learn how a new S&P Dividend Aristocrats strategy seeks to add a level of targeted income to dividend grower stocks with Cboe Vest’s Karan Sood and S&P Dow Jones Indices’ Shaun Wurzbach and Vinit Srivastav.
Just like homes can be remodeled to meet the evolving needs of homeowners, Investment portfolios can also be “remodeled” to better match investment goals such as higher income, growth or lower risk. Options are among the best portfolio remodeling tools; they can be utilized to achieve a target level of income and risk without disturbing other parts of the portfolio. Options allow an investor to buy (call) or sell (put) a security at a predetermined price (strike price) on or before a specific date (exercise date).
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It’s a new investment world in 2018. Out of the gate, in January we saw equity indexes rising at an unprecedented pace only to be followed by very rough seas, where equities were lifted and then pushed down in rapid succession. This year has brought a stark and clear change in risk along with a more muddled outlook for the direction of both equity and bond markets.
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The challenge faced by fixed income securities has left a gaping hole in the income portion of income-with-growth investment portfolios. Increasingly, investors are bridging that gap by turning to dividend paying stocks to deliver the level of current income they require. In this paper, we examine a unique index solution that seeks to generate current income from both dividends and the price appreciation of stocks.
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