Title: ETF Strategies for Today’s (and Tomorrow’s) Markets
Date: Tuesday, June 19, 2018
Time: 02:00 PM Eastern Daylight Time
Duration: 1 hour
As markets surge and then sputter, the prospects of downside risk loom large in the short term. Yet advisors have to meet the challenge of steering through periods of market volatility, while continuing to capture at least a portion of any upside potential for their clients. In an age of passive index domination, doing so requires an open-minded but disciplined approach to portfolio management.
Tom Lydon, Editor and Publisher of ETF Trends, as he moderate this discussion on:
- Constructing resilient portfolios to participate on the upside & hedge the downside
- Building long-term strategies using a small amount (1.25X) of leverage
- Taking advantage of short-term market movements using higher leverage points
- The Risk Factor Radar Tool: Employing a systematic approach to selecting the appropriate amount of leverage
No longer 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.
Managing Director, Institutional ETF Strategist
Direxion and Portfolio+ ETFs
Founder and Chief Investment Officer
Astoria Portfolio Advisors
Editor and Publisher
ETF Trends