Navigator® Option Enhancement Strategy
Designed to Reduce Risk, Generate Income,and Help Investors Diversify
Goal: Build the optimal portfolio by diversifying out of concentrated holdings
The strategy helps clients with a high percentage of their assets in a single stock slowly reduce this concentration and transition into a more appropriate investment allocation.
Goal: Generate option premium income to increase total return via a covered call strategy
The strategy is designed to increase the current yield of the portfolio through an actively managed covered call strategy.
Goal: If the investor wishes to retain the stock, minimize the risk thatit will be called away
The strategy is highly customized, allowing investors to continue to hold the stock if desired or let it be called away.
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Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, June 2026
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June capped off a strong first half of the year as equities continued to advance despite elevated interest rates and ongoing geopolitical uncertainty.
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In the Media
Glenn Dorsey on Schwab Network
July 10, 2026
Head of Client Portfolio Management Glenn Dorsey joined host Nicole Petallides on Schwab Network’s Opening Bell to discuss recent earnings and revisions, along with his outlook on AI and potential rate hikes.
Watch the interview here.Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, June 2026
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The character of the rally changed in June, but overall, the second quarter results were strong. After a rather narrow rally from the March lows that large-cap growth and tech stocks led once again, some rotation occurred in June with small caps and value stocks leading the way.
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