ZEGA is excited to announce our new whitepaper and summary is now available to download on our site. Within the paper we outline the nature of the problem, the additional risk, and how advisors can offer real value for their clients by finally offering a viable solution.
Buy and Hedge Retirement Strategy Peer Comparison 2019 update. As a reminder the goal of a hedged equity strategy is to put a downside floor in portfolios to protect against material downturns while capturing a good portion of the upside.
Download a PDF version of our December performance numbers.
Recently I’ve been listening to various financial analysts talk about what the previous decades average returns mean for the next decade. Questions like: Where are we on valuations? What will earnings do? Where do the 2010’s as a decade rank in comparison to past decades with total returns (including dividends)?
As we edge closer to the Christmas and New Year’s holidays, we’ve seen markets rally and volatility subside. Looking at the VIX Index chart above, you’ll notice that implied volatility is trading at the bottom of its 2019 range.
ZEGA’s November 2019 Performance Numbers Release - Click here for a PDF version.