PEPS yields 1.02% · KO yields 2.71%● Live data
📍 KO pulled ahead of the other in Year 1
Combined, PEPS + KO cover 0 of 12 months — good coverage
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What's the optimal mix of PEPS + KO for your $10,000?
PEPS is an actively managed fund that seeks long-term capital appreciation through a US large-cap equity portfolio while employing a beta-neutral call overwriting strategy. The fund specifically invests in stocks of the Solactive GBS United States 500 Index. The funds options strategy combines selling short-dated, out-of-the-money S&P 500 Index call options with offsetting long equity exposure, including investments in futures and FLEX Options that reference the S&P 500 Index and SPY ETF. The fund's performance is dependent on the equity portfolio. To avoid being subject to the straddle rules, the fund limits overlap between its equity investments and the options' underlying constituents. It also utilizes tax loss harvesting within the equity portfolio. As a result of writing call options, the fund may forgo upside participation. However, the funds sub-adviser will seek to ladder the written call option positions to mitigate this risk.
Full PEPS Calculator →The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Dasani, dogadan, FUZE TEA, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, and Minute Maid Pulpy brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.