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...
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...
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...
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.
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.
Download a PDF version of ZEGA's January 2020 performance numbers
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.