3 min readBy Ron Koren ETF Insider
GOEX VS GLDM
Compare the GOEX and GLDM ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
TrueMark Investments, LLC (TrueMark) serves as the issuer of the DECZ ETF, an actively-managed exchange-traded fund. The fund aims to protect investors from a decline of up to 8% to 12% in the performance of the S&P 500 Price Index over a 12-month period using a buffer protect options strategy. TrueMark, along with sub-adviser SpiderRock Advisors, LLC, implements this strategy by investing in a mix of put and call options structured to achieve the desired results, providing investors with exposure to the S&P 500 Price Index while mitigating downside risk.
Despite the focus of the TrueShares Structured Outcome December ETF (DECZ) on employing a buffer protect options strategy, it still has implications for dividend distribution. The ETF's strategy involves investing in options referencing the S&P 500 Price Index, aiming to mitigate declines within a specific range. However, as the ETF holds assets over time, it may generate income from dividends issued by underlying securities within its portfolio. Investors should note that dividend eligibility, distribution, and policies of DECZ are subject to the individual dividend policies of the underlying assets and may vary accordingly.
Tracking the S&P 500 Price Index with a unique buffer protect options strategy is the primary focus of the DECZ ETF. Managed by TrueMark Investments, LLC, and sub-advised by SpiderRock Advisors, LLC, DECZ seeks to mitigate the initial 8% to 12% decline in the S&P 500 over a 12-month period beginning in December. The ETF employs a strategy of purchasing call options while simultaneously selling (writing) put options on the S&P 500 or an ETF tracking the index. This approach aims to provide investors with exposure to the S&P 500 while offering downside protection during volatile market conditions. With its innovative options-based methodology, DECZ presents an alternative for investors looking to manage risk within the broader equity market.
While the specific correlations of the TrueShares Structured Outcome December ETF (DECZ) are not provided, understanding correlations within structured outcome ETFs like DECZ is crucial for investors seeking to manage risk and enhance portfolio diversification. Structured outcome ETFs often aim to provide downside protection while allowing for upside potential, implying unique correlation dynamics with traditional equity indices. Investors can leverage ETF Insider's web app to delve into DECZ's correlations, uncovering insights through simple visualization tools and exploring overlaps with other US ETFs to optimize investment strategies.
The DECZ ETF, managed by TrueMark Investments, focuses on employing a buffer protect options strategy linked to the S&P 500 Price Index. This strategy aims to mitigate the impact of market declines of 8% to 12% over a 12-month period, commencing each December. The ETF predominantly invests in options referencing the S&P 500 Price Index, utilizing call options and put options within a specified range relative to the index's current value. By offering a buffer against market downturns while participating in potential upside movements, DECZ seeks to provide investors with a unique approach to managing market risk within the S&P 500 sector. However, investors should note that while this strategy aims to mitigate downside risk, it does not guarantee protection against declines exceeding the specified buffer range.
The TrueShares Structured Outcome December ETF (DECZ) exhibits a unique exposure strategy centered around the S&P 500 Price Index. Utilizing an actively-managed approach, the fund employs a buffer protect options strategy to mitigate declines in the S&P 500 Price Index over a 12-month period. DECZ predominantly invests in options referencing the S&P 500 Price Index, aiming to achieve exposure while cushioning against the first 8% to 12% decline in the index. This strategy provides investors with a tailored approach to navigating market volatility while maintaining exposure to the broader U.S. equity market.
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