Select better strike prices for covered calls with Advisor Mike Tosaw

Higher VIX can signal bigger call-writing premiums with Advisor Mike Tosaw

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…