Webinars

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Hedging a Stock Portfolio

Portfolio Risk : 100/0, Target Risk : 60/40, Protection Period : 3mo (August 12, 2026), Index Fit : Good Fit (S&P 500 (R² 86%; β 1.01)), Protection Level : XSP $689 / SPY $689 (8% OTM), Hedging Efficiency : 0.18 (Indiv. Puts $33,089), Notional Protected : $1,654,136,

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Hedged Equity Versus 60/40

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A Step-By-Step Guide to Selling Covered Calls For Income

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How to Select a Strike Price for Covered Call Income

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How to Select a Strike Price for Protective Puts

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Should I sell stocks as retirement approaches?

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How to Protect Your Client Portfolios from Election Chaos

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Managing Drawdowns While Staying Invested

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Dial Down Election Risk with Tax-Smart Put Options

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How Did Portfolio Protection Do on August 5?

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Generate Income with Covered Calls—Even if Interest Rates Decline

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Give-Your-Clients-an-Upside-Opportunity-While-Protecting-the-Downside

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When Hedging Stock Portfolios, Resist the Temptation to Speculate on Volatility (VIX)

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Use Options for Better Estate Tax Planning, with Tax-Smart Downside Protection

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How to Explain Put Options to a Client... and Set Your Practice Apart

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The Surprising Tax Benefits of Hedging with 1256 Index Put Options

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Let Your Clients’ Winners Run—And Protect Against the Downside

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Can This Portfolio Be Hedged? A Step by Step Guide to Reducing Downside Risk with Index Puts

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Faster Covered Call Selection

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No FOMO: Lock in 2024’s amazing gains & stay invested for more upside

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How Much to Hedge a Client’s Stock Portfolio ?

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On Demand

Are Your Clients More Diversified Than They Know?

Adaptive’s Risk Contribution Chart Visualizes Portfolio Risks and Shows How to Hedge Efficiently.

Clients are often surprised that their concentrated mega-cap or legacy portfolios have sources of diversification which can be used for downside protection through cost-effective index puts.

See how veteran advisor Mike Tosaw uses Adaptive’s powerful Risk Contribution charting tool to identify and hedge against idiosyncratic risks across a range of example portfolios, including overweight legacy positions. Mike will also suggest how to use this approach to trigger valuable conversations with your clients. Join us for this important webinar.