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WHITE PAPERS
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Hedging vs. Diversification Comparing the Costs of Hedging to the “Costs” of Diversification
By: Dominick Paoloni, CIMA®, and Patrick Hennessy, Head Trader
What is the true cost of hedging your portfolio? ‘Hedging vs. Diversification – Comparing the Costs of Hedging to the “Cost” of Diversification’ compares the costs of hedging an equity portfolio to the “cost” of diversifying a portfolio with bonds. Click here to read the paper.
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A Study in Portfolio Diversification Using VIX Options
By: Dominick Paoloni, CIMA®
IPS Strategic Capital published a white paper on a systematic approach to low-cost tail risk hedging through the use of VIX options. Click here to read the paper.
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Is Selling Options Still Worth the Risk?
By: Dominick Paoloni, CIMA® & Patrick Hennessy, CMT
IPS Strategic Capital CIO & Founder, Dominick Paoloni, and Head Trader, Patrick Hennessy, examine the risk involved with the highly popular practice of selling options to reap premium. This white paper explores how this market has become imbalanced, highlights some of the implosions, and explains the advantages of looking at the other side of the trade. Click here to read the paper.
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Low Cost Hedging Strategies in a Volatile Market
By: Dominick Paoloni, CIMA®
Dominick Paoloni discusses hedging strategies that can be put on at a low cost to the portfolio. Read the article here.
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Evaluating the Performance Characteristics of the CBOE S&P 500 PutWrite Index
By: Ennis Krupp & Assoc., December 2008
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Volatility as an Asset Class: The Potential of the VIX as a Hedging Tool and the Shortcomings of VIX Exchange-Traded Notes
By: Clifford W. Stanton, CFA, August 2011
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The Relationship Between Implied and Realized Volatility of the S&P 500 Index
By: Jinghong Shu and Jin E. Zhang, April 2009
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VIX Futures and Options – A Case Study of Portfolio Diversification During the 2008 Financial Crisis
By: Edward Szado, CFA, August 2009
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Loosening Your Collar: Alternative Implementations of QQQ Collars
By: Edward Szado, CFA and Thomas Schneeweis, September 2009
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[av_iconlist_item title=’A Study in Portfolio Diversification Using Vix Options’ link=’manually,https://docsend.com/view/9yr79tb7hx44qyj4′ linktarget=” linkelement=” icon=’ue84e’ font=’entypo-fontello’ av_uid=’av-9jj0h’]
By: Dominick Paoloni, CIMA®
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By: Dominick Paoloni, CIMA®
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By: Ennis Krupp & Assoc., December 2008
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