
|
DividendWriting portfolios are constructed from large-cap stocks that in aggregate have a dividend yield at least 50% higher than the S&P 500. In addition to dividend yield, Cullinan screens equities based on fundamental financial ratios, especially their ability to continue paying dividends. The associated call options are chosen based on their yield in relation to their strike price and the time remaining until they expire. Cullinan can customize individual portfolios to reflect the client's preference for income or growth. The target annual income range from a combination of stock dividends and call option premiums is between 3.5% and 10.5% depending on the client's investment objectives.
|
|
|
 |