Put Spread Selling Overlays in Core Bond Portfolios
Financial advisors seeking moderate-risk income potential for clients often turn to broad-based, low-cost investment grade intermediate core bond index funds
Put Spread Selling Overlays in Short Term Bond Portfolios
Financial advisors seeking conservative income potential for clients often turn to broad-based, low-cost investment grade short term bond index funds.
QUARTERLY FUND REVIEW | As of March 31, 2025
The Overlay Shares suite of ETFs seeks to provide incremental yield on top of low-cost market beta ETFs by utilizing a highly risk-controlled put spread writing strategy ("the Overlay Strategy") on the S&P 500 Index.
Put Writing as an Overlay Solution
In this white paper, learn more about how a conservative put writing overlay has the ability to provide investors the ability to generate positive returns in a variety of market conditions...
The Hidden Cost of Covered Call Writing
Covered call writing is touted as a conservative way to generate additional income from an equity portfolio while still allowing investors to participate in market appreciation and dampen downside risk and volatility.
The Case for Put Writing Strategies
Many investors are concerned about the investment landscape given the risks that come with an aging bull market, historically low interest rates and a variety of risks.