Buy & Hedge Retirement Strategy Incorporates Unique Roll Up
Today many advisors and clients might notice some adjustments within the Buy & Hedge Retirement strategy. Many long-time users of the strategy might be familiar with the premise...
Good Reminder of Why We Hedge!
After several sanguine weeks in equity markets, Monday marked a good reminder of why we hedge in many of our core portfolios. The S&P 500 Index opened down lower from Friday’s close...
HiPOS Weekly Update: Mostly Up with a Little Down
As the second week of our latest HiPOS Conservative trade ends, the market action has generally been bullish with a sprinkle of bear moves mixed in. One of the ways we monitor our HiPOS trades is by calculating the current distance from the S&P 500 Index to the short put strike.
HiPOS Weekly Update: Volatility Recedes and Prices Rise
After what seemed like a one-day event, volatility has receded as the underlying markets move back to all-time highs. This price action has been favorable for our HiPOS conservative trade as it results in the distance widening between the current price and the short 2875 strike.
ZEGA’s January 2020 Performance Numbers Release
Download a PDF version of ZEGA's January 2020 performance numbers
HiPOS New Trade: Volatility Groundhog Day?
Last Friday the markets sold off on a spike in volatility. Many thought that would continue Monday but instead the markets rallied until this morning. Today the market saw its shadow and once again we see a short-term spike in volatility as markets sell off prior to the weekend.