Protect with Upside

By selling call options on the S&P 500 at a strike price that is 10% higher than where we stand today, clients can generate enough premium to protect their portfolios from further decline, specifically eliminating exposure between down 5% to down 20%.  That’s ~1500 basis points of insurance policy with the ability to capture the next 10% in upside if things turn around.

Proposal as of 12/27/18, Source: Bloomberg

Proposal as of 12/27/18, Source: Bloomberg

acuity Block
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