Targeted Income Stacking™
Unlocking New Income Streams
Targeted Income
Stacking™
Seeks to maximize an investment portfolios total return by increasing the amount of after tax income generated without having to “allocate” additional funds*
How Targeted Income Stacking™ Works
Targeted Income Stacking™ combines traditional strategies
with options to boost income potential
Targeted Income Stacking™ combines traditional strategies
with options to boost income potential
Build on a Strong Base
Begin with a $10M portfolio split 60/40 between equities and fixed income. Collateralize $4M notional exposure with only $600k to increase exposure while limiting risk using put-spreads
Generate Income Through Options
Write defined-risk put spreads every 30 days to capitalize on market opportunities. This strategy can potentially generate 5-7% annualized income from premiums
Desired Outcome
A more efficient portfolio with better risk adjusted returns
Build on a Strong Base
Begin with a $10M portfolio split 60/40 between equities and fixed income. Collateralize $4M notional exposure with only $600k to increase exposure while limiting risk using put-spreads
Generate Income
Through Options
Write defined-risk put spreads every 30
days to capitalize on market opportunities.
This strategy can potentially generate 5-7%
annualized income from premiums
DESIRED Outcome
A more efficient portfolio with better risk adjusted returns
Benefits of Targeted Income Stacking™
Benefits of Targeted
Income Stacking™
-
Increase income
Adding an income overlay at the appropriate risk level may benefit investors by more efficiently using capital by collateralizing existing portfolio holdings -
Improve after tax
outcome
***IRS Section 1256 contracts benefit from 60% of your capital gain or loss will be treated as a long-term capital gain or loss and 40% will be treated as a short-term capital gain or loss. This is true regardless of how long you actually held the property -
Diversification
Adding low-correlating assets in a portfolio can potentially enhance portfolio stabilty
The Bottom Line
Targeted Income Stacking™ helps you increase your income
and leverage for optimal portfolio performance—all while
maintaining control over risk
Targeted Income Stacking™ helps you increase your income
and leverage for optimal portfolio performance—all while
maintaining control over risk
Investment Models
Risk-Based Models
Portfolios crafted with your risk tolerance in mind, focusing on managing volatility while aiming for steady returns
Growth Models
For those seeking long-term capital growth, we prioritize high-growth assets with the potential for significant appreciation
Diversified Models
Balanced portfolios that spread investments across various asset classes to reduce risk and ensure steady returns
Tactical Models
Adjustments based on current market conditions, providing flexibility and optimization to capitalize on market opportunities
Risk-Based Models
Portfolios crafted with your risk tolerance in mind, focusing on managing volatility while aiming for steady returns
Growth Models
For those seeking long-term capital growth, we prioritize high-growth assets with the potential for significant appreciation
Diversified Models
Balanced portfolios that spread investments across various asset classes to reduce risk and ensure steady returns
Tactical Models
Adjustments based on current market conditions, providing flexibility and optimization to capitalize on market opportunities
Exchange-Traded
Funds (ETFs)
Unlocking Growth with Flexibility
We use the power of Exchange- Traded Funds (ETFs) to create diversified, cost-effective investment strategies. ETFs allow us to combine flexibility with transparency
Acruence Capital’s ETF Strategy We create customized ETF portfolios based on your financial goals and risk profile, adapting quickly to market changes
Acruence Capital’s ETF Strategy We create customized ETF portfolios based on your financial goals and risk profile, adapting quickly to market changes
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