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.

October 28, 2020
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »

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

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-Founder
Simplify Asset Management

David Berns, PhD

CIO and Co-Founder
Simplify Asset Management

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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