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 and take clients out of favorite positions. Want to preserve your clients’ gains on big tech and other winners at a low cost ? Index puts correlated to tech-heavy and other portfolios with concentrated gains can be a shrewd way to de-risk even less diversified portfolios. Join options pro Mike Tosaw as he illustrates how Adaptive’s Protection Calculator finds the right index put to shield these growing portfolios. Mike will show how advisors can work with clients to manage portfolio risk, and position to take advantage of inevitable corrections, even while keeping clients invested in their winners.