Virtual & In-Person Events

Some of the stocks clients ask about most, NVIDIA, Tesla, Alphabet, Meta, Palantir, Micron, pay little or no dividend, which leaves a real gap for investors who want income without selling positions they still believe in. Traditional covered call strategies are one answer, but they typically cap upside during the exact rallies that make these stocks worth holding in the first place.

This session looks at how options-based income strategies work: how a weekly covered call generates premium, what happens to that income and to upside participation when a stock is trending, and how return of capital shapes the tax picture for a high-distribution strategy.

What you’ll learn:

• Why many of the market’s most-followed growth stocks generate little or no income for shareholders, and what that means for clients who want to hold rather than sell
• How a weekly, out-of-the-money covered call strategy can target income from option premium
• The tradeoff traditional covered call strategies make between income and upside, and a strategy you can use to address it
• How return of capital affects the tax treatment of a high-distribution strategy, and what advisors should understand before allocating client assets
• How these concepts apply in practice, using Direxion’s Defined Income Boost ETFs (GOIB, MEIB, MUIB, NVIB, PLIB, TSIB) as a working example