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Home / ESG Strategies / Weekly Equity Income Commentary – March 12, 2026
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Weekly Equity Income Commentary – March 12, 2026

VIX Tracker: Market Volatility Snapshot

The VIX moved from 22.40 on March 2 to 29.49 on March 6, signaling a sharp rise in investor caution as markets reacted to geopolitical tension and renewed inflation concerns.

Interpretation: The move higher in volatility suggests investors turned more defensive this week, but leadership stayed selective rather than fully risk-off.

Sector & Market Drivers — Focused Insight

Energy Leads While Tech Holds

The S&P 500 fell 1.75% for the week, but sector leadership was narrow. Energy gained +1.45% and Information Technology rose +0.70%, which was relevant for holdings like Exxon Mobil and Broadcom. Broadcom also reported first-quarter revenue of $19.3 billion, up 29% year-over-year, and guided to approximately $22.0 billion for the second quarter.

Shelton Equity Income Strategy — Consistency in Process

Consistency in Cash Flow

In a week marked by higher volatility and uneven sector performance, the strategy’s diligent approach remained focused on carefully selected large-cap U.S. stocks and covered calls on individual positions. This approach is designed to support cash flow through option premiums and dividends while seeking to reduce overall equity risk, with current exposure to companies such as Caterpillar, Apple, Johnson & Johnson, Broadcom, and Exxon Mobil.

Your One-Liner

“Market volatility rose this week as a softer jobs report and higher energy prices added pressure, but selective strength in energy and technology still supports a patient, income-focused equity approach.”

Let’s Connect

Shelton manages equity income portfolios, available in an ETF, mutual fund, and SMA. To learn more, connect with your Shelton representative.

Sources

  • Cboe / YCharts, VIX (Market Daily) — United States, latest period March 6, 2026
  • FinancialContent / MarketMinute, Fear Returns to Wall Street: VIX Surges 12% to 22.40 as Investors Brace for Crucial March Data, 2026-03-02
  • U.S. Bureau of Labor Statistics, Employment Situation Summary — 2026 M02 Results, 2026-03-06
  • LPL Research, Weekly Market Performance — March 6, 2026
  • Broadcom Inc., Announces First Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend, 2026-03-04

Important Information

The views expressed are subject to change and should not be relied upon as investment advice. Investing involves risk, including the possible loss of principal.

The S&P 500 Index is an unmanaged index and it is not possible to invest directly in an index. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

Investments in derivatives, including options, may be riskier than other types of investments and may be more sensitive to market conditions. Covered call strategies can limit upside potential in exchange for option premium income. Unusual market conditions or the lack of a ready market for a particular option may reduce the effectiveness of option strategies and could result in losses.

The Shelton Equity Premium Income ETF seeks to achieve a high level of income and capital appreciation (when consistent with high income) by investing primarily in income-producing U.S. equity securities. The Fund is new with a limited operating history.

An investor should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. To obtain a prospectus, call (800) 955-9988 or visit sheltoncap.com/sepi. Read the prospectus carefully before investing.

ETFs are subject to the possible loss of principal. ETF shares may trade at prices above or below NAV. Liquidity is not guaranteed, and trading may be halted due to market-wide or security-specific events, delisting, or exchange actions. The Fund’s use of call and put options can limit upside potential and increase costs, particularly if market movements render options ineffective or result in expired contracts without value.

Cash flow is the money generated or available to distribute to shareholders. Distributions may include option premium, ordinary dividends, interest income, capital gains, and return of capital. Distributions may coincide with a decline in NAV. Distribution levels may vary and no minimum distribution amount can be guaranteed.

The Shelton Equity Premium Income ETF is distributed by Paralel Distributors LLC, Member Firm. Shelton Capital Management is not affiliated with Paralel Distributors LLC.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.

Authors

  • Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Prior to joining the firm, Mr. Martin was Senior Vice President of portfolio management for an investment management firm specializing in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona.

  • Nick Griebenow, CFA

    Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.

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