The FEBZ ETF is issued by TrueMark Investments, LLC, and its sub-adviser, SpiderRock Advisors, LLC. This actively-managed exchange-traded fund (ETF) employs a unique buffer protect options strategy designed to track the S&P 500 Price Index while mitigating the first 8% to 12% decline over a 12-month period. The Fund seeks to protect investors from significant market declines while providing returns that reflect the buffer protect options strategy. It combines the use of call and put options to achieve its investment objectives and aims to deliver specific outcomes based on the performance of the S&P 500 Price Index during each Investment Period. The Fund's website offers daily updates and insights to help investors understand its holdings and performance, making it a distinctive choice for those looking for downside protection in their investment strategy.
While the primary objective of the TrueMark TrueShares Structured Outcome (FEBZ) ETF is to employ a buffer protect options strategy based on the S&P 500 Price Index, it does not focus on traditional dividends. The fund's investment approach revolves around mitigating the initial 8% to 12% decline in the S&P 500 Price Index over a 12-month Investment Period, starting each February. Consequently, FEBZ's distribution policy is influenced by the premiums generated from selling put options and investing in at-the-money call options on the S&P 500 Price Index. Investors should be aware that this strategy is designed to protect against declines within a specific range and may not provide traditional dividend income.
Tracking the S&P 500 Price Index with a unique buffer protect options strategy is the primary objective of the FEBZ ETF. Managed by TrueMark Investments, LLC, in collaboration with sub-adviser SpiderRock Advisors, LLC, FEBZ employs options to gain exposure to the S&P 500 Price Index while aiming to mitigate declines of 8% to 12% over a 12-month Investment Period. By strategically purchasing call options and selling put options within a specified range below the current S&P 500 Price Index value, FEBZ seeks to offer investors a potential safeguard against significant market downturns, making it an intriguing choice for those looking for tailored S&P 500 protection. Please note that the Fund's performance may not fully replicate the S&P 500 due to its use of options, which can result in varied returns, especially in positive market conditions.
The correlation aspect of the FEBZ Buffer ETF (FEBZ) is essential in understanding its behavior concerning the S&P 500 Price Index. FEBZ utilizes a buffer protect options strategy to mitigate the first 8% to 12% decline in the S&P 500 Price Index over a 12-month period. Due to the use of options, FEBZ's correlation with the S&P 500 Price Index is expected to be less than if it directly invested in the index, making it suitable for investors seeking protection against moderate market declines. To explore the correlations and performance of FEBZ, investors can utilize the ETF Insider web app, which provides comprehensive data visualization and insights for a deeper understanding of this unique ETF's behavior and potential benefits.
The TrueShares Structured Outcome ETF - February (FEBZ) is primarily involved in utilizing options to achieve exposure to the S&P 500 Price Index while aiming to mitigate the first 8% to 12% decline in the index over a 12-month period. This ETF employs a buffer protect options strategy, with the proceeds from selling put options used to purchase call options. The goal is to provide investors with a level of protection against declines within the specified range, while still allowing for potential gains if the S&P 500 Price Index appreciates. However, it's important to note that this strategy may result in a lower correlation with the index's performance and may not fully protect against larger declines.
The exposure characteristic of the TrueShares Structured Outcome February ETF (FEBZ) revolves around an actively-managed options strategy designed to provide exposure to the S&P 500 Price Index while mitigating potential declines of 8% to 12% over a 12-month Investment Period. The ETF primarily invests in call options and sells put options on the S&P 500 Price Index or an ETF that tracks it. By using options, the fund aims to protect investors from substantial declines in the S&P 500 Price Index's performance, making it an interesting choice for those seeking a buffered approach to equity market exposure.
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