Breaking News
Victoria's Secret   Fastenal   Marvell Technology   Zscaler   Gap Inc   Krogger   Costco   Burlington Stores   Macy's  


Swan Defined Risk Fund - Keywords


INVESTMENT PHILOSOPHY

  • Market Risks Management with Options
  • Market Neutral Trading Strategies
  • No Stock Picking
  • No Market Timing
  • Replace 60/40 Portfolio

INVESTMENT PROCESS

  • Dynamic Strategy
  • S&P 500 Sector ETFs
  • Seeks to Sell Short-Term Options
  • Annual Rehedging
  • Daily Monitoring with Rebalancing

RESEARCH PROCESS

  • Long-Term Put Options

PORTFOLIO CONSTRUCTION

  • ETFs
  • Emerging Markets
  • U.S. Small Caps
  • Developed International Markets
  • U.S. Treasuries
  • Gold
  • Real Estate

RISK CONTROL

  • Pain Index
  • Frequency of Losses
  • Recovery Period
  • Downside Control

INVESTMENT FOCUS

  • Put Options