The 60/40 balanced portfolio that worked in the past cannot keep up with the rapidly evolving market environment, and covered call funds can have lower risk than an all-equity portfolio, says Barry Martin, lead portfolio manager of the Shelton Equity Income Fund (EQTIX).
Derek Izuel, Chief Investment Officer at Shelton Capital Management, joins BNN Bloomberg to discuss the market impact of a weaker Yen.
Shelton Capital Management is pleased to announce that organic growth and aggressive acquisition strategy drive a doubling of firm AUM in less than four years.
March 28, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Derek Izuel, CFA Joins Schwab TV Network to identify potential opportunities in International Stocks.
March 21, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Jeffrey Rosenkranz spoke with reporters at GOBankingRates and MarketWatch to discuss the implications of recent Fed decision.
Portfolio Manager Jeffrey Rosenkranz joins WealthManagement.com to discuss the implications of the upcoming FOMC meeting.
March 14, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Shelton Capital Management announced that its Nasdaq-100 Index Fund (Ticker: NASDX) was named to Forbes Advisor’s 10 Best Mutual Funds List for 2024.
The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:
By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.
