PLGI yields 0.02% · EQR yields 4.73%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, PLGI + EQR cover 0 of 12 months — good coverage
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PLGI allocates across equities, fixed income, and options within a single portfolio to pursue both growth and income over time. The fund primarily invests in a focused set of individual stocks, predominantly US-listed issuers, while retaining flexibility to adjust exposure using bonds, preferred securities, ETFs, and cash equivalents. Equity holdings may span growth-oriented and income-producing companies, complemented by allocations to corporate and government bonds across varying maturities and credit qualities. To support income generation and manage volatility, the fund employs covered call writing on equity positions and may sell cash-secured put options. Portfolio allocations across equities, fixed income, and cash are actively adjusted within defined ranges based on market conditions and security-level analysis. The strategy integrates fundamental, quantitative, and options-based decision-making, with the potential for higher portfolio turnover as positions are actively managed.
Full PLGI Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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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.