Jay Pestrichelli’s New Podcast Appearance: Solutions to Concentrated Stock Risk
Listen to the latest Podcast where Jay and Derek discuss Solutions to Concentrated Stock Risk
Reminders of the Risk with Single Concentrated Stocks This Week
In the past week we are once again reminded of the risk inherent in holding un-hedged single concentrated stocks. We know historically non-diversified holdings of a single issue have more than double the expected volatility or standard deviation than the market indexes.
HIPOS Weekly Update: New Trade Alert
In a special Halloween HiPOS blog edition, we announce that ZEGA executed a new position consisting of a short put spread on the S&P 500 Index (SPX).
Can Buffered and Hedged Equity Strategy Save Investors from Making Behavior Mistakes?
This week as the S&P 500 Index again peaked its head above the 3000 level, I received a question about whether they should sell their stocks due to all the talk about potential recessions. I’ve said before many times, predictions of a recessions beginning and end, and most importantly have been flawed and often wrong.
Buy & Hedge Retirement Peer Review Update
As the 3rd quarter is in the books it is once again time to look at our Hedged Equity Comparison peer review. The table above illustrates the performance for ZEGA’s Buy and Hedge Retirement Strategy against similar strategies in the space.
Welcome to the Hedging Party!
It has been refreshing lately to turn on the various financial news outlets to find guests speaking about portfolio hedging. Of course this is nothing new for ZEGA.