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Energy Portfolio (60% Equities/40% Fixed Income)

This portfolio has been designed for a moderate investor. With increased exposure to the energy industry.

Inflation hedging portfolio (40% Equities/60% Equities)

As we are about to enter 2022, the triple whammy of high inflation, balance sheet taper by the U.S. Fed and rise in Omicron cases across Europe and North America has resulted in a negative liquidity impulse and growth shock for global risk assets that were on a high from a cocktail of near zero rates and money printing. This has led to some correction in global risk assets and EMs have been bearing the brunt of it.

Crypto - Bitcoin trading strategy - Breakout strategy

Bitcoin movements are not driven by fundamental drivers as in traditional equities. Instead they have a natural tendency in these early days of "idea" stabilization to be driven by momentum and breakouts. To estimate these opportunities we have constructed a few common momentum & breakout indicators that can add diversity to your overall portfolio strategy.

Option Strategy - Covered Call

Selling the call obligates you to sell stock you already own at strike price A if the option is assigned. Some investors will run this strategy after they’ve already seen nice gains on the stock. Often, they will sell out-of-the-money calls, so if the stock price goes up, they’re willing to part with the stock and take the profit. Covered calls can also be used to achieve income on the stock above and beyond any dividends. The goal in that case is for the options to expire worthless. If you buy the stock and sell the calls all at the same time, it’s called a ”Buy / Write.” Some investors us

Option Strategy - Protective Put

Purchasing a protective put gives you the right to sell stock you already own at strike price A. Protective puts are handy when your outlook is bullish but you want to protect the value of stocks in your portfolio in the event of a downturn. They can also help you cut back on your antacid intake in times of market uncertainty. Protective puts are often used as an alternative to stop orders. The problem with stop orders is they sometimes work when you don’t want them to work, and when you really need them they don’t work at all.

Option Strategy - Collar

Buying the put gives you the right to sell the stock at strike price A. Because you’ve also sold the call, you’ll be obligated to sell the stock at strike price B if the option is assigned. You can think of a collar as simultaneously running a protective put and a covered call. Some investors think this is a sexy trade because the covered call helps to pay for the protective put. So you’ve limited the downside on the stock for less than it would cost to buy a put alone, but there’s a tradeoff.