Hedged Premium Income
A novel approach to covered call writing. Combines current income with constant hedging for extreme market moves down or up.
Strategy Details
Inception Date
12/20/2023
Accessibility
Contact us to learn more about our SMA strategies
Minimum Investment
$200,000
Investment Process
Invest
Stay fully invested in the S&P 500 Index via low cost ETFs
Hedge
Finance hedge costs through short-term premium writing without capping upside gains
Income
Sell equity index call spreads to generate income while maintaining participation during major moves higher
Download Fact Sheet
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Liquid Strategies LLC (“Liquid”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Liquid, including our investment strategies, fees and objectives, can be found in our Form CRS.
Liquid Strategies, LLC. is a Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Options are not suitable for all investors.
There are risks involved in any option transaction or strategy. A decision as to whether, when and how to use options involves the exercise of skill and judgement and even a well-conceived option transaction may be unsuccessful because of market behavior or unexpected events. The prices of options can be highly volatile, and the use of options can lower total returns. Individuals should not enter options transaction until they have read and understand the options disclosure document, “Characteristics and Risks of Standardized Options”, which outlines the purposes and risks of options transactions. You can download this document at https://www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.