At Swan Global Investments, we believe there is another option. We believe the traditional 60% equity/40% fixed income portfolio is fundamentally broken and needs help.
Investors are caught between a rock and a hard place, as both equity markets and fixed income markets are trading at all-time highs. We believe that the Defined Risk Strategy is a better solution and helps fix the problems with traditional balanced portfolios.
Launched in 1997, the Defined Risk Strategy is a hedged equity approach that combines long exposure to the equity market via ETFs, effective hedging techniques, and volatility capture in a single strategy designed to provide consistent rolling returns throughout rising, declining, or flat markets without any dependency on fixed income or interest rates.
Click to learn more about Swan’s DRS investment approach and how this approach has fared in the past.
For more information please contact Swan at 970-382-8901.
Originally published by Swan Global Investments