Tag: ETF hedge

Investors must also consider the trade-offs between active and passive management in both the equity allocation and options overlay within the strategy, as the methodology may significantly impact a strategy’s

The CBOE Volatility Index has been in a downtrend after spiking at the onset of the pandemic; a trend that has accelerated since at least October of last year. The index is now trading at levels not seen since

She also noted that famed investor Paul Tudor Jones measures the effectiveness of inflation-fighting assets using four metrics: purchasing power, liquidity, portability, and trustworthiness. Koffman, the publisher of

It is improbable that you have come across this strategy, but these are unprecedented times, when even treasuries, which are normally considered safe, need protection (hedging). After considering various options, I opted for Invesco’s PSQ, which is an ETF used for shorting the tech stocks forming part of the Nasdaq. To illustrate this hedging strategy, I use an example portfolio consisting of a combined investment in the ETFs EDV and PSQ.

Simplify Asset Management has added two new ETFs that aim to deliver enhanced income through an options strategy overlay. The fund seeks to enhance its yield by layering an options writing strategy on top of the

DBEF, meanwhile, seeks investment results that generally correspond to the performance of the MSCI EAFE US Dollar Hedged Index, which is designed to track developed market performance while mitigating