Talk Your Book: Equities With Guardrails

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 The Irrelevant Investor. 

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