All Investment Strategies Lyons Enhanced Yield Lyons Core Lyons Small Cap Value Strategy Lyons Tactical Allocation Portfolio (SMA) Lyons Tactical Allocation Portfolio (Mutual Fund)   Concentrated Stock Positions Financial Planning

Lyons Core Portfolio Strategy

Income Generating Common and Preferred Stocks and Corporate Bonds Intended to Optimize Tax Efficiency

  Speak with a Lyons Wealth Advisor   

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.
 

Q4 2024 Fact Sheet

Performance Statistics
Total Annualized Return Winning Months (%)
12.01% 60.25%
Average Winning Month Average Losing Month
4.68% -4.27%
Sharpe Ratio Sortino Ratio
0.66 0.91
Standard Deviation Monthly Downside Deviation
5.90% 3.62%
Total Return Cumulative
358.04%

General Information

Minimium Investment $100,000
Margin to Equity 30%
Highwater Mark NO
E-mail s.read@lyonswealth.com
Location Winter Park, Florida, United States
Phone (407) 951-8710
Website www.LyonsWealth.com

Fund Manager

Card image cap

Corey Roun
Sr. Director of Trading & Derivatives Strategies

Mr. Roun has been with Lyons Wealth since 2009 and serves as a Sr. Director of Trading and Derivative Strategies. He is responsible for the ongoing trading and portfolio management for the firms strategies. He is also the Chief Technology Officer and ensures that the firm's technology needs are met and exceeded as well as ensuring that the firm is in compliance with regulations.

Mr. Roun works to ensure that client portfolios are smartly implemented as they transition into their appropriate investment plan. He has an eye for tax efficiency that leads to tax benefits during the reallocation of assets. He also interacts with clients during the early phases to ensure a seamless transition to the firm, as well as a specialized point of contact for detail specific questions. With over 15 years of experience in the investment world, Mr. Roun brings a significant breadth of knowledge from his roles at the firm. Prior to his positions with Lyons Wealth, Mr. Roun worked in sales, marketing, technology and operational roles.

He currently holds his Series 65 securities registration.