ZHDG: one-stop shopping for secured large-cap exposure


    Concerned about today’s market volatility and possible downturns to all-time highs? Learn how managing risk can mean protecting yourself against downturns while staying invested. Analysis showed that from 2001 to 2020, even missing the 10 best days of each year resulted in only half of the total return on the S&P 500 index – according to Schwabs Chartbook Q4 2021.

    The ZEGA Buy and Hedge ETF (ZHDG) is an actively managed exchange traded fund (“ETF”) that aims to gain exposure to the US stock market with large market capitalization and at the same time reduces the downside risk of the overall market in the event of a sharp market decline.

    Join us as we discuss:

    • This is how you achieve customer goals and reduce volatility
    • Limit stock losses to 8-10% in any 12 month period
    • Learn how ZHDG is a progressive approach to the traditional 60/40 portfolio
    • Why the ZHDG is a suitable investment for goal-oriented investors with a moderate risk profile
    • And discover how protection can help you act opportunistically in downward markets

    The portion of the portfolio invested in equity index options provides long-term exposure to equity markets, looking for upside while reducing downside risk. The portion of the portfolio that is invested in income-bearing securities aims to generate cash for the purchase of the stock options. ZHDG invests in a combination of S&P 500 index options and fixed income securities (or other income generating securities).

    CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are still pending.

    Funded by

    Jay Pestrichelli
    CEO and Co-Founder
    ZEGA Finance


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