Case Studies
With the use of our systematic hedges to protect our stock positions and nuanced tactical overlays which capitalize on unique market dynamics, we’ve been able to yield returns that have consistently beaten the market.
Our derivatives strategies are not a secret. Their efficacy stems from our market strategists’ approach to hand-crafting hedges that mold to the current market environment to successfully unlock exponential returns.
SPX – A Case Study
TRADITIONAL
Started Investing in January 2016
PASSIVE
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At the mercy of the market, the Traditional Investor reaped an ROI of 11.25% by December 2016.
ASTUTE STRATEGIST
Started Investing in January 2016
Opportunistic
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Through the use of butterflies (a hedging tactic) in highly volatile environments, we were able to yield an ROI of 121.07% by December 2016.
DISNEY Co. (DIS) TRADE
Traditional Investing would have returned 2.5%, including dividends.
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Traditional Investing
Astute Strategist would have yielded 33.9% while accumulating an additional 35.6% shares with the same amount of starting capital.
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Astute Strategist
Astute Strategist vs. Traditional Investing
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MORE !!
How did we do it ?
Our strategists tactically capitalized on naturally inflated volatility levels around earnings that positioned us for exponential returns prior to earnings being announced. Hedging our Disney Stock was effectively done after the earnings bump when it was less costly for us to protect our position.
Bank of America (BAC) Case Study, Financial Crisis ’08-’09
Traditional Investing vs. Astute’s Strategy
Started Investing in March 2008
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By March 2009, the ROI was -80.42%, as the traditional investor doesn't know how to adjust his initial position when things don't go his way.
Started Investing in March 2008
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