High VIX? Sell Calls

Write covered calls for extra income while rebalancing. Adaptive’s portfolio approach to call writing on individual holdings.

Do your clients have runaway winners like NVDA that need pruning?

Use your portfolio’s diversification as a tool to lock-in gains on individual stock winners. Advisor MikeTosaw shows how Adaptive sizes any stock portfolio’s potential for highly efficient index hedging. Adaptive’s Protection Calculator identifies cost-effective solutions for locking in gains while staying invested for more upside. Diversification without a plan can run up big tax bills […]

Adaptive’s powerful Backtest tool enables advisors to show clients how hedging would have performed in the past for a particular portfolio. In this example, a ‘plain vanilla’ 60/40 portfolio is compared to a stock portfolio which is hedged…