Insights

Sharing the thought process behind our strategies keeps you informed
HIPOS Weekly Update: Volatility on Fall Break?

HIPOS Weekly Update: Volatility on Fall Break?

Last Friday saw a successful expiration of our latest primary HIPOS trade. As we’ve previously pointed out, when trades expire worthless they are then removed from your clients’ accounts thus realizing the full profit. Our traders, as always, are analyzing conditions to find the next entry that meets our stringent rules. Regular followers of the blog understand that typically new trades are placed around short-term spikes in volatility. Over the past couple of years, we are experiencing periods of low volatility, quick jumps, and then drops back to the low volatility environment.

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Buy and Hedge Retirement Portfolio Update: Locking in Gains

This week our traders made some portfolio adjustments within the Buy and Hedge Retirement strategies to lock in gains and raise the hedge to a higher level (reducing downside risk).
As a reminder, Buy and Hedge Retirement is the strategy which looks to capture much of the equity upside of the S&P 500 Index (or other markets) while substantially reducing the downside participation. You can view this relationship below in the comparative profit and loss chart.

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