Earnings can be a solid gauge for investors looking for clues about the current economy. Whether higher or lower, expectations for future earnings are extremely important.
U.S. News discusses “4 Things to Know About Tech Investing in 2019”. One of the main topics in the article surrounds the importance of hedging your bets in a volatile market.
At ZEGA we don’t make year end market predictions. Instead as most of you know we are proponents of using a core hedged or buffered equity strategy.
In a follow-up or companion piece to our recent article I joined Derek Moore for a podcast discussion around the current state of the market. Specifically, how if a client is hedged in a portfolio they are prepared for down markets.
For those of you in our Buy and Hedge strategy, this is the market you’ve been preparing for. As the S&P 500 shows a likelihood to post the first negative year since 2009, being hedged with ZEGA is the solution to put a limit on how much you lose during the declines.
Recently some advisors have reached out for an update around the income portion of ZEGA’s Buy and Hedge Retirement Strategy. As many of you know this strategy looks to capture around 75% of the S&P 500 Index upside while putting a floor in the equity downside around -8%.