A new ETF strategy packages a laddered portfolio of equity-linked autocallable notes into a single ticker, promising double-digit, contingent monthly income and partial downside protection. https://t.co/ckXizX7U8j ...

Core Insights - The article emphasizes the importance of disciplined analysis and long-term thinking in identifying resilient and undervalued companies across various sectors, particularly in the Energy sector due to its strategic significance [1]. Group 1: Company Focus - The company is focused on the buy-side investment strategy, aiming to identify companies with strong fundamentals and long-term value [1]. - There is a particular interest in the Energy sector, highlighting its transitional importance in the current market landscape [1]. Group 2: Market Perspective - The article suggests that in a volatile market, it is crucial to prioritize downside protection while maintaining a long-term investment outlook [1].

Market Volatility & Hedging Strategy - The market exhibits complacency with the VIX around 17%, presenting an opportunity for investors to hedge downside risk relatively inexpensively using out-of-the-money options [2][3] - Buying a 610 put on SPY or 6100 on SPX expiring in August would cost approximately 1% of the portfolio's value, offering significant downside protection [3][6] - Investors can offset the cost of downside protection by selling covered calls, potentially collecting close to 05% of the portfolio's value in the next 30 days [6][7] Trade War Scenarios & Options Plays - In a scenario where the EU and India don't make a deal and retaliate with tariffs, buying out-of-the-money put options is a simple way to hedge against this worst-case scenario [4][5] - If the trade deal deadline is extended, investors can roll out their options to September, continuously harvesting premium by selling upside calls and using the proceeds to buy downside put protection [8][9][10] - If countries capitulate and make a deal, the market is likely to react positively, and investors could consider selling downside puts and using the proceeds to fund buying upside calls for upside participation [11][12][13]

Group 1 - The analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across all sectors [1] - There is a particular interest in the Energy sector due to its strategic and transitional importance, while also being open to opportunities in any industry with strong fundamentals and long-term value [1] - The approach emphasizes disciplined analysis, downside protection, and long-term thinking in a volatile market [1]

Core Insights - The article introduces Alps Capital as a new contributing analyst for Seeking Alpha, encouraging others to share investment ideas for publication and potential earnings [1] Group 1 - The financial analyst has a Master's degree in Corporate and Market Finance and focuses on identifying resilient and undervalued companies across various sectors, with a particular interest in the Energy sector [2] - The analyst emphasizes the importance of disciplined analysis, downside protection, and long-term thinking in a volatile market [2]