Lyons Core Portfolio Strategy
Income-generating common and preferred stocks and corporate bonds intended to optimize tax efficiency.
Strategy Summary
The Lyons Core Portfolio is a core asset portfolio that invests in income-generating common and preferred stocks and corporate bonds with long-term holding periods intended to optimize tax efficiency.
Portfolios are generally invested in individual common stocks and own ETFs or mutual funds for preferred stocks and corporate bonds.
The Core may utilize margin, and the benchmark is the Dow Jones Industrial Average.
Performance Statistics
| Total Annualized Return | 12.01% |
| Winning Months (%) | 60.25% |
| Average Winning Month | 4.68% |
| Average Losing Month | -4.27% |
| Sharpe Ratio | 0.66 |
| Sortino Ratio | 0.91 |
| Standard Deviation Monthly | 5.90% |
| Downside Deviation | 3.62% |
| Total Return Cumulative | 358.04% |
General Information
| Minimum Investment | $100,000 |
| Margin to Equity | 30% |
| Highwater Mark | No |
| s.read@lyonswealth.com | |
| Location | Winter Park, Florida |
| Phone | (407) 951-8710 |
| Website | www.lyonswealth.com |
Corey Roun
Sr. Director of Trading & Derivatives Strategies
Mr. Roun has been with Lyons Wealth since 2009 and serves as Sr. Director of Trading and Derivative Strategies.
He is responsible for ongoing trading and portfolio management for the firm's strategies and serves as Chief Technology Officer.
He currently holds his Series 65 securities registration.
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