Review Capital Wealth Planning, LLC In collier, florida, united-states | Finance In Collier
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Capital Wealth Planning, LLC
1016 Collier Center Way, Ste 101
Collier,
Florida,United-states - 34110
Detailed description is Capital Wealth Planning is a SEC Registered Private Investment Advisor specializing in covered call option strategies.
Volatility and probability are the name of the game.
When there is high market volatility, stocks can move significantly up or down in short time periods.
The volatility allows us to effectively generate monthly income on the portfolio by selling monthly covered calls based on rules based models and analysis.
Our traders actively manage the portfolio and we use a very conservative, income producing option over-lay strategy.
By selling monthly covered calls, the strategy allows us to manage uncertainty on a month-to-month basis..
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Selecting the right combination of investment holdings for a portfolio is an important part of investment strategy.
We designed a proprietary ETF Model Portfolio, Enhanced Dividend Covered Call Model Portfolio and Enhanced Covered Call Over-Lay Strategy with the objective of achieving competitive returns when compared to standard stock market indexes, while reducing volatility in the portfolio..
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The Capital Wealth Planning ETF Portfolio typically consists of 9-11 ETF’s that provide exposure to thousands of individual securities.
The use of ETFs allows CWP to reduce the standard deviation of the portfolio and achieve competitive returns.
With a non-leveraged ETF that performs inversely to the S&P 500, we are able to profit when the market declines.
This allows clients to include a defensive position in their portfolio.
By entering into contracts to sell our investments at a higher price, one month into the future, we earn consistent income plus dividends and capital appreciation..
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The Capital Wealth Planning Enhanced Dividend Portfolio features high-yielding equity securities that have a history of increasing annual dividend yields.
CWP is seeking out equity assets that correspond with our rules based model for conservative-income and growth-oriented equity investors.
These equity assets also represent a well-diversified portfolio across various sectors.
Dividends received and income generated from selling covered calls can produce 5-7% annual cash yield plus capital appreciation..
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Enhanced Stock Covered Call Over-Lay can help investors monetize the volatility of concentrated equity holdings by selling out-of-the-money call options on the underlying securities.
Investment programs can generate a modest additional income stream, supplementing the total return of the underlying security and improving cost basis..
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Capital Wealth Planning monitors all open option positions on an ongoing basis and continually seeks to maximize income enhancement from the concentrated positions.
Unlike many traditional covered call techniques, we target monthly expirations.
We identify and “dial in” the most appropriate and richest yields and write our calls accordingly.
As the underlying stocks move with the market, we constantly analyze all overwrite call positions to allow our clients to participate in up-trends.
As the stocks approach our Strike Prices, we can sell the shares or roll-up the options and adjust our targets..
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Covered Call Income Enhancement.
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Writing covered calls provide a conservative, proven strategy for generating monthly cash flow on securities that you own.
Essentially, selling covered calls helps investors to take profits.
The strategy is similar to collecting “rent” while the asset reaches the projected target-selling price decided by investor profile.
This sell-only options strategy provides the buyer with the right to buy your security at an agreed upon higher price, typically one month in the future.
The options often expire at the end of the option period, allowing you to simply keep the “rent.” This strategy has been consistent in delivering returns of 5-7% as an enhancement to dividends and capital appreciation..
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Capital Wealth Planning, LLC Facebook Page Terms of Use.
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In addition to Facebook’s Statement of Rights and Responsibilities, by posting to the Page, you agree to these Terms of Use (the “Terms).
Opinions expressed in wall comments are those of the poster and not necessarily represent the viewpoint of Capital Wealth Planning, LLC or its management.
If you decide to leave comments here, you are personally responsible and assume all risk for any comments and information provided under your Facebook user name.
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Please note that any information, posts, links or material of any kind that we determine to fall into any of the categories described below and removed:.
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• Anything defamatory, abusive, infringing, obscene, misleading, unlawful or which otherwise violates the legal rights (including the privacy) of others,.
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• Anything that contains any unsolicited advertising, promoted materials, or other forms of solicitation to other users, individuals or entities; or.
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• Anything that falsifies the origin or source of any information.
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• Any comments that might be construed as obscene, explicit, profane, abusive, hateful or offensive to anyone or any organizations..
Capital Wealth Planning, LLC further reserves the right to remove any other content that you create may be copied, distributed, edited, remixed and/or built upon or otherwise retained..
Please do not share any confidential account information, including but not limited to account numbers, user names, passwords, portfolio information, etc.
For customer service questions, send and email to ksimpson@capitalwealthplanning.com.
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The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard.
Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments..
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Capital Wealth Planning, LLC will not be responsible or liable for Facebook, Inc., the Facebook website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the Facebook website or your use of the Page.
Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services..
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Established in the recent years Capital Wealth Planning, LLC in collier , florida in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Capital Wealth Planning, LLC is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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