Market Update: March 2, 2020
Jay Pestrichelli gives a strategy update on March 2, 2020.
ZEGA’s January 2020 Performance Numbers Release
Download a PDF version of ZEGA's January 2020 performance numbers
Hedged Equity Update: Peer Comparison and Rolling Out Expirations Early
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.
ZEGA’s December 2019 Performance Numbers Release
Download a PDF version of our December performance numbers.
Where Did the 2010’s Rank for Total Return on S&P 500 Index?
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)?
ZEGA’s November 2019 Performance Numbers Release
ZEGA’s November 2019 Performance Numbers Release - Click here for a PDF version.