Downside buffer with upside participation
DeltaShift’s goal is to reduce volatility in an equity portfolio while also maintaining some upside potential.
DeltaShift seeks to outperform the S&P 500® while reducing equity portfolio volatility. It also seeks favorable long-term performance against traditional call overwriting indexes. Compared to long-only equity investments, DeltaShift performs best in down, sideways, and moderately up markets, but the strategy can underperform in strong equity markets.