Managing Portfolio Risk With Stock Collars

Managing Portfolio Risk With Stock Collars
Thomas Schwab
04/09/10 4 PM EST
IWI
4.6
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Active portfolio management doesn't have to be all about stock picking. In fact, with collar investing, you can hedge your bets, better manage portfolio risk, and provide equity exposure while maintaining a conservative, low-risk portfolio.

At this webinar, you'll learn:

  • how you can have absolute certainty of downside equity risk with collar investing
  • how collar investing can provide lower systemic, default, and inflation risk than bonds
  • how collars provide a better risk/reward than equity-indexed annuities and equity-linked notes
  • why collar investing may be good for baby boomers' and retirees' portfolios
  • why tax sheltered accounts are an ideal fit for collar investing
  • why more long-term investors are turning to collar investing as a bond alternative
  • why collar investing is a more effective risk management tool than asset allocation

Thomas Schwab is chief investment officer at Summit Portfolio Advisors LLC and investment manager for The Collar Fund (COLLX). The Collar Fund uses proprietary software to screen for attractive options pricing among mostly large-cap stocks. By selling a call option and buying a put option for the same underlying stock, the fund can pocket the pricing spread and limit downside investment risk. A former advisor at Smith Barney, Schwab has been a long-time proponent of using stock collars in client portfolios.

 

This webinar is approved for IMCA CE credit.


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