Growth + Income: SEPI Can Do Both скачать в хорошем качестве

Growth + Income: SEPI Can Do Both

In this episode, we sit down again with Barry Martin, Portfolio Manager at Shelton Capital Management, for a deeper dive into the Shelton Equity Premium Income ETF — SEPI. Since launching in September 2025, SEPI has drawn significant attention from income-focused investors looking for a way to balance equity exposure with options-based premium income. But how has it actually performed since inception? And how should investors think about total return compared to the S&P 500? In this interview, we cover: • A refresher on SEPI’s equity premium income strategy • The types of companies that make it into the portfolio • How active management plays a role in positioning • How the fund balances stock exposure with options • Performance since launch • SEPI vs the S&P 500 — income vs total return • Where SEPI has added the most value so far (income, downside protection, volatility control) • Who SEPI is best suited for • Where it fits inside a diversified income portfolio With markets facing valuation concerns and continued volatility, many investors are asking how to generate income without taking on unnecessary risk. SEPI aims to provide a disciplined approach to equity exposure while generating option premium to support consistent income. If you’re an income investor looking for smoother returns across a full market cycle, this is a conversation you won’t want to miss. Subscribe to Dividend Stockpile for in-depth ETF interviews, income strategy breakdowns, and real-world portfolio discussions. If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/regist... or you can use my promo code: DIVIDENDSTOCKPILE. Join this channel to get access to perks:    / @dividendstockpile   #IncomeInvesting #ETF #CoveredCallETF #DividendInvesting #OptionsIncome #SEPI #EquityPremiumIncome