Navigating Bond Risks Threatening Traditional Portfolio Construction
Markets tend to go up over time,
so we’re ALWAYS INVESTED.
Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.
Always Invested, Always Hedged
A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.
Randy Swan discusses how the Defined Risk Strategy is designed to directly address market risk in order to help advisors build portfolios that generate consistent returns while protecting capital through market cycles.
