Wealth Building

Talk Your Book: A Better 60/40 Portfolio

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Today’s Talk Your Book is brought to you by Aptus Capital Advisors:

See here for more information on the full suite of active ETFs and services provided by Aptus

On today’s show, we discuss:

  • Who Aptus is
  • The profile of the typical advisor Aptus works with
  • Why option strategies are getting popular
  • How to replace traditional allocation with option strategies
  • Shifting to riskier portfolios using option strategies
  • Replacing fixed income with option strategies
  • Using options on individual stocks to hedge equity exposure
  • Largest misconceptions about option-based ETFs
  • What advisors should be aware of in terms of risk

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