From Middle East tensions to AI fatigue, volatility risks are building. Volatility ETFs can help hedge downside risks.
Markets look resilient, but geopolitical and inflation risks still linger. Volatility ETFs could help investors hedge against potential downside risks.
Volatility may linger despite ceasefire hopes. Volatility ETFs could help investors hedge against potential downside risks.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MH Mark Hansen Hansen & Associates Financial Group Inc. | 1.42M | $23.14M | $21.92M | -$1.22M | -5.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6 | $94.92 | $92.46 | -$2.46 | -2.59% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 13,276 | $384,818.96 | $204,583.16 | -$180,235.8 | -46.84% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,150 | $34,013 | $33,131.5 | -$881.5 | -2.59% |
| CW Chung Wu Chung Wu Investment Group LLC | 300 | $4,746 | $4,614 | -$132 | -2.78% |
| BATS Exchange | US Country |
The fund is an investment entity that primarily focuses on generating returns by taking long positions in VIX futures contracts. These contracts are financial instruments that give investors exposure to the volatility of the stock market through the CBOE Volatility Index (VIX). The fund's strategy involves investing in these contracts to benefit from increases in market volatility. In addition to VIX futures, the fund manages its liquidity and risk by holding cash or cash equivalents. These cash equivalents are typically high-quality, short-term fixed-income securities, including U.S. Treasury securities or shares of money market funds. By combining investments in VIX futures with conservative cash management practices, the fund aims to achieve its investment objective while maintaining a balance between return and risk.
The fund invests in VIX futures contracts as its primary strategy. These contracts offer investors exposure to the volatility of the stock market, measured by the CBOE Volatility Index (VIX). By taking long positions in these contracts, the fund seeks to benefit from increases in market volatility, aiming to capitalize on periods of significant market movements.
As part of its investment strategy, the fund holds cash or high-quality, short-term fixed-income securities. These may include U.S. Treasury securities or shares of money market funds, which serve as collateral for financial instruments or are held pending investment in financial instruments. This practice provides liquidity and risk management for the fund, ensuring it has adequate resources to manage its investments in VIX futures and respond to market conditions effectively.