Buy-Write Portfolio – Overview
Drawing on almost 10 years of extensive research, the Bellmont Buy-Write Portfolio combines a diversified list of absolute blue-chip Australian shares, with an income producing derivative hedging strategy to produce a portfolio with vastly improved risk/return characteristics.
By agreeing to limit the maximum potential capital gain on our shareholdings in any period, in return for the certainty of additional regular income, we are able to significantly reduce the portfolio’s volatility as well as enhance overall returns in most market conditions.
The Bellmont Buy-Write Portfolio’s defensive income generating characteristics make it appropriate for both conservative and growth-oriented investors.
- Diversified blue chip portfolio
- Lower volatility of returns than the benchmark index
- Historical outperformance of the benchmark index
- Expert advice, tailored to your personal circumstances
- Comprehensive portfolio administration and reporting
- Transparent and competitive fee structure
- Individual Investments held directly