Many advisors who utilize ZEGA’s Buffered Indexed Growth saw some movement towards the end of 2018 into short-duration high-yield vehicles.
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.
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%.
Download a PDF version of our November performance numbers
During the recent October 2018 market drawdown, we heard the usual commentary from market professionals who issued their predictable words of wisdom.