investment income Archives

Sheaff Brock, ducks with heads underwater signifying downside risks,

15 Sep

When Diversifying Has Too Many Downsides

Strategies for Concentrated Equity Positions Part One: Covered Calls Whether through love or happenstance, like many investors, you may have ended up with a very large investment position in one company or in several companies within the same industry. Perhaps you received stock from an employer as part of your retirement package. You might have inherited shares from a beloved family member. You might have intentionally built a big position in the shares of a company you admire. Whatever the reason [...]

By Sheaff Briefs Editor Perspectives, Possibilities
Chicago Board of Options Exchange, concentrated equity position, covered call overlays, covered calls, Derivatives Risk Manager, investment income, investment opportunities, investment strategies, Louie Humphries, option overlay strategy, option strategies, selling a covered call, Sheaff Brock, strike price, tax efficiency Read more...

Sheaff Brock Preferred Stock portfolio | question marks about rising interest rates

16 Apr

Preferred Stock—Expect the Question; Consider the Answer

The unrelenting search for reliable investment income is an important theme in retired clients’ investment plans, and preferred securities certainly share the limelight. What’s more, given the current buzz about the new tax law, it’s hard to ignore the fact that certain features of the law can favor investing in preferred stock, potentially increasing the demand for high-income investment vehicles. The question: As you’re discussing this very topic at the tennis club, expect the question: Interest rates are on the rise. By [...]

By Sheaff Briefs Editor Portfolios, Possibilities
active portfolio management, diversified income stream, investment income, new tax law, preferred income, preferred securities, preferred stock, preferred stocks, rising interest rates, Sheaff Brock Investment Advisors, Sheaff Brock Preferred Income portfolio, Sheaff Brock senior portfolio manager JR Humphreys Read more...

Sheaff Brock Investment Advisors REITs portfolio performance investing in apartments

04 Aug

REITs – The Timing may be Just Right

Investment income can be rather hard to find these days, as you’ve no doubt noticed. With interest rates in “the 2’s,” (not to mention the risk of principal loss when, as Kiplinger predicts, those rates likely rise), it’s time to get strategic, taking a broader look at portfolio possibilities. When both stock and bond markets become more unpredictable, Sheaff Brock feels it becomes important to diversify into assets that are less correlated with traditional stock, bond, and cash holdings. [...]

By Sheaff Briefs Editor Perspectives, Portfolios, Possibilities
bond and equity markets, diversification, dividends, downside risk, ETFs, investment income, investment strategies, market capitalization, market performance, portfolio diversification, Real Estate Investment Trust, REITs, Sheaff Brock Real Estate Income & Growth portfolio Read more...

apartment reits in diversified real estate & income portfolio sheaff brock investment advisors

09 Jun

Make Room for REITs in Your Portfolio

Real estate investment trusts, or REITs, are companies that own, and in most cases manage, income-producing real estate. In today’s environment, REITs may make a lot of sense for investors seeking diversification and yield. Perhaps you’ve avoided owning income-producing real estate because you’re uncomfortable losing liquidity. Since REITs trade on major exchanges like stocks, they offer the potential for a more liquid stake in real estate. In fact, as Investopedia explains, the three primary advantages of REITs include: active [...]