You could be making even more incremental return if you sold positions with low risk-adjusted return and redeployed the capital into positions with higher expected risk-adjusted returns in a more dynamic fashion.
I guess this strategy of forced time rebalance and call option sales makes sense if you have low idea velocity (i.e., there is no better alternative for the capital).
You could be making even more incremental return if you sold positions with low risk-adjusted return and redeployed the capital into positions with higher expected risk-adjusted returns in a more dynamic fashion.
I guess this strategy of forced time rebalance and call option sales makes sense if you have low idea velocity (i.e., there is no better alternative for the capital).