Objective: The DIS investment strategy is our most conservative strategy. It focuses on higher-yielding stocks and ETFs and, depending on the overall trend of the market, may hold more in higher-risk markets.
Types of Holdings: The DIS investment strategy primarily holds fundamentally strong, higher-yielding stocks and ETFs, covered calls and naked puts. In bear market cycles, the strategy can hold more cash.
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Relies on historical data, not forecasts or guesses
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It is the goal (not the promise) of management to generate about half of the net total return from dividend and premium income and about 50% of net total return from equity growth in price
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The portfolio can hold stocks, ETFs, covered calls and naked puts
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Slow and steady growth is a major objective of each holding
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Holdings must exhibit consistent historical payouts of dividends on a regular (monthly or quarterly) basis
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Preference is given to potential holdings that have a history of increasing dividend payout over time
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More emphasis is given to holding longer-term positions in order to capture dividends and premiums