WEBCASTS
Elections, The Fed, Geopolitics, OH MY!
Building a Modern All-Weather Portfolio
How will your portfolio do under a blue wave? What about under another 4 years of the Trump administration? If you can answer these questions without any emotion, congratulations. Most folks, however, are worried about potential volatility the election may cause. But there is a better way. Using efficient tools, it’s possible to create a portfolio that wins when the market is up significantly, and holds up when the market melts down.
An important, but underutilized tool is using options allocations to profit from big swings in the market, while maintaining a core equity position for more normal markets, should we ever happen to see one again. In this provocative 1-hour webinar, ETF Trends and Simplify Asset Management will walk you through asset allocation ideas and three new products that solve the real-world challenge of staying invested no matter what happens in the market.
SUMMARY
Join Dave Nadig, CIO and Director of Research of ETF Trends and ETF Database as he moderates a discussion on:
- How a 2% allocation into options can radically transform your portfolio
- How a simple ETF can reshape market returns
- Why a conservative options position can be a viable replacement for your bond exposure
NOT accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Paul Kim, CFA
CEO and Co-FounderSimplify Asset Management
David Berns, PhD
CIO and Co-FounderSimplify Asset Management
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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