Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management:
See here for more information on JPMorgan Hedged Equity Laddered Overlay ETF and here for JPMorgan Equity Premium Income ETF.
We had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management on the show to discuss their latest hedged equity strategy.
On today’s show, we discuss:
What the investment goal of HELO is
How the hedging ladder seeks to provide downside protection
Benefits to utilizing a hedged equity strategy in an ETF wrapper
Investing in hedged equity vs a traditional 60/40
How HELO fits in a portfolio and how advisors are utilizing this strategy
How volatility affects the HELO strategy
J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc. is a a member of FINRA. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide. JPMorgan is not affiliated with Ritholtz Wealth Management LLC and A Wealth of Common Sense.
Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship, or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
A Wealth of Common Sense is a blog that focuses on wealth management, investments, financial markets and investor psychology. I manage portfolios for institutions and individuals at Ritholtz Wealth Management LLC. More about me here. For disclosure information please see here.
Get Some Common Sense
Categories
Get a Full Investor Curriculum: Join The Book List
Every month you'll receive 3-4 book suggestions--chosen by hand from more than 1,000 books. You'll also receive an extensive curriculum (books, articles, papers, videos) in PDF form right away.