Diversify and Supplement Your Investments
ZALT, ZEGA’s Alternative Income Strategy uses a diverse portfolio designed in harmony with the HiPOS strategy to produce steady monthly returns for the conservative investor. We’ve designed this strategy for the low risk profile investor looking for supplemental income in a unique way.
Because this strategy produces steady monthly returns, it’s a shoulder to lean on for clients with income needs. Our strategy diversifies your market exposure by breaking up your investments into four distinct asset classes including stocks, bonds, real estate, and volatility. Thanks to a diversified portfolio, this strategy offers lower volatility than broad equity indexes.
HiPOS Overlay Provides Potential for Additional Income
HiPOS, our own High Probability Options Strategy, is for the savvy investor looking to increase their supplemental earnings. When integrated into our ZALT strategy, HiPOS accounts for 15 to 25 percent of your portfolio. Monthly income is generated through this strategy by selling deep out-of-the-money credit spreads with three to five weeks until expiration. The options premium is collected, which results in monthly income for you.
Results Driven by Growth and Income
Because ZALT is a strategy for conservative investors that’s driven by growth and income, it can be used to replace your portfolio’s current equity or fixed income allocation. For clients with a lower risk tolerance, ZALT can be an optimum alternative to the HiPOS Aggressive option.