HomeInvestingDividendsCombating Inflation & Rising Rates With Shelton Equity Income Fund (EQTIX)
Combating Inflation & Rising Rates With Shelton Equity Income Fund (EQTIX)

"The Federal Reserve is poised for another jumbo interest rate hike. The Shelton Equity Income Fund (EQTIX) can combat inflation. EQTIX has paid dividends since 1997. Currently, the fund's 12-month trailing yield is in the top 5% of its Morningstar derivative income category among open-end mutual funds. With the elevated VIX, how can investors protect their portfolios from increased volatility and take advantage of stock market ups and downs? Now is the death of the 60/40 portfolio," says Nick Griebenow. EQTIX top holdings include Microsoft (MSFT), Berkshire Hathaway (BRK/B), McKesson (MCK), Apple (AAPL), and Amazon (AMZN).

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19 Sep 2022

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