Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,272 | $61,148.08 | $70,926.72 | $9,778.64 | 15.99% |
Keith Dubauskas One Plus One Wealth Management LLC | 42,664 | $1.7M | $2.38M | $675,780.9 | 39.73% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 12,561 | $528,855.69 | $700,150.14 | $171,294.45 | 32.39% |
| KC Kasey Cook Maripau Wealth Management LLC | 53,799 | $2.5M | $3M | $498,037.17 | 19.92% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 414,364 | $18.28M | $23.18M | $4.89M | 26.77% |
| BATS Exchange | US Country |
The fund mentioned is an actively managed exchange-traded fund (ETF) focused on investments primarily within the landscape of U.S.-listed equity securities. Its strategic objective is to maximize returns for its investors while simultaneously aiming to minimize the downside risk associated with equity investments. This is principally achieved through the purchase of exchange-listed put options on either the equity securities within its portfolio or on broad-based indexes or ETFs that reflect the broader U.S. equity market performance. Such a strategic approach aims to provide investors with a measure of protection against market volatility and downturns, thus aligning with the fund's risk management ethos.
At the core of the fund's investment strategy lies its commitment to equity securities that are listed on U.S. exchanges. This encompasses a wide array of stocks across various sectors, aiming to capitalize on the growth potential within the American market. By allocating at least 80% of its net assets (plus any borrowings for investment purposes) towards these securities, the fund positions itself to benefit from the appreciation of U.S. equities over time.
To hedge against the inherent risks of equity investments, the fund employs a distinctive strategy of purchasing put options. These options can be based on the individual equity securities within the fund’s portfolio, or they can target broad-based indexes or other ETFs that track the overall performance of the U.S. equity market. This approach serves as a safeguard, aiming to limit the fund's downside risk during periods of market volatility or decline, thereby offering an added layer of security to the investors' capital.