Conservative Income Portfolio


The best way to provide income in today's markets while reducing risks


What do you get?

  • A one stop shop for Fixed Income and Options.
  • The service provides access to both authors’ best ideas.
  • The Covered Calls Portfolio designed to provide a lower volatility experience of income investing with a focus on capital preservation. You will get exclusive access to a cash generating portfolio of Covered Calls, designed to have a lower volatility than the market. Each trade will have a risk ranking generated from a composite of 4 measures.
  • While you may get 3-4% yields from Blue-Chips today, we get annualized yields that are in the double digits. We not only commit to own, but we commit to own at a price we love!
  • Our defensive approach for the options portfolio has outperformed the traditional 60:40 portfolios with lower volatility.

Below you will the CIP options portfolio performance against a few traditional equity/fixed income funds.

  • Baby Bond and Preferred Stocks are carefully selected to provide the buy and hold investor with quality picks with lowest relative risks in their spheres.
  • PST also provides shorter term trading ideas designed to opportunistically take advantage of market mispricing or arbitrage opportunities.
  • Unlike many other services, most trades and alerts are kept internal until the advantage can no longer be capitalized upon.

The Conservative Income Portfolio Team:

Trapping Value [TV]: I have been writing on Seeking Alpha since 2017 and started the Conservative Income Portfolio marketplace service on September 30, 2020. I operate a primarily options-based low beta portfolio for the marketplace service. The portfolio is suitable for investors who want reliable income with the lowest volatility, with the aim to produce 7%-9% annual yields. While the portfolio is mainly composed of options, nothing is off limits, sector wise or security type. Each position within the portfolio, including hedges and long positions are tracked transparently.

Preferred Stock Trader [PST] I have been writing on Seeking Alpha since 2016.  I partnered with the Conservative Income Portfolio starting September 19, 2022, prior to which I worked for several years at another marketplace service on this platform. My guidance and expertise over the years earned me a fanbase among the fixed income crowd.  Nothing in the fixed income spectrum is beyond my purview, and I aim to offer something for every type of investor, Conservative or Aggressive. Undervalued securities, building a bond ladder, pinned to par securities and ETF rebalancing opportunities, undervalued IPOs, preferred stocks/baby bond swaps, identifying mispriced securities, nothing is off limits for the two Portfolios I run. Using my over three decades of experience and proprietary software, the fixed income portfolio aims to generate more than 12% annual returns.

Give this service a try to see if the Fixed Income and Options Expertise help you achieve your investment goals!


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