2022 has been a challending year for investors, marked by significant declines for equity indexes, in particular for technology stocks and this has lead to a prolonged bear market.
These steep declines were driven by a historic change in the rate environment in recent months (Source: US Federal Reserve / Bloomberg).
How can investors plan for the year ahead, and will we see improved appetite for risk in 2023?
Join Gareth Ryan, Founder & Managing Director at IUR Capital as we look at how investors can use option strateges in their portfolios in the year ahead. We will discuss a range of premium-harvesting option strategies on index options across the near-term and longer-term time horizon. Gareth will also discuss the outlook for volatility, a key factor when implementing option strategies.
This will be an intermediate level event, and a Q&A will follow.
Disclosure: IUR Capital
IUR Capital LLC is an investment advisor registered with the Securities & Exchange Commission (Firm CRD 153630). IUR Capital Ltd is a registered Portfolio Manager with the Ontario Securities Commission (NRD 37230) and authorized and regulated by the UK Financial Conduct Authority (Firm Reg 514394). We do not hold any client funds. Client accounts are held at a FINRA regulated broker-dealer and clearing firm. Certain individuals of IUR Capital are FINRA registered representatives of an affiliated broker-dealer (IUR Securities LLC).
None of the content discussed in this presentation carries an offer or solicitation of an offer to buy or sell any security or operate any specific strategy. Any securities included in this presentation are for illustrative purposes only and are not intended as recommendations. Where multi-leg strategies (including spreads) are discussed, the commission is per leg and therefore multiple commissions will apply. Commissions are subject to change.
The information provided in this presentation is believed to be accurate, but the accuracy and completeness of the information is not guaranteed. Investors should not rely on any information for the maintenance of books and records or for tax, accounting, financial, or regulatory reporting. Past performance is not indicative of future results.
Disclosure: Interactive Brokers
Information posted on IBKR Webinars that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Webinars are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.
This material is from IUR Capital and is being posted with permission from IUR Capital. The views expressed in this material are solely those of the author and/or IUR Capital and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Disclosure: Options Trading
Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). To receive a copy of the ODD call 312-542-6901 or click here .